• Media type: E-Book
  • Title: Long-term trends in the distribution of wealth and inheritance
  • Contributor: Davies, James B. [Author]; Lluberas, Rodrigo [Author]; Waldenström, Daniel [Author]
  • Published: Munich, Germany: CESifo, June 2024
  • Published in: CESifo GmbH: CESifo working papers ; 11183
  • Extent: 1 Online-Ressource (circa 38 Seiten); Illustrationen
  • Language: English
  • Identifier:
  • Keywords: wealth ; inheritance ; inequality ; saving ; history ; Graue Literatur
  • Origination:
  • Footnote:
  • Description: This paper examines long-term trends in aggregate wealth and inheritance and in their distributions, focusing on developed economies. A key stylized fact is that wealth is less equally distributed than income. Financial assets predominate among the wealthy, while owner-occupied housing is crucial for middle groups, so higher stock prices raise wealth inequality while house price increases do the opposite. Inheritances exacerbate absolute wealth inequality but reduce rel-ative inequality. Wealth inequality declined in advanced Western countries during the first half of the 20th century, then stabilized or rose. Aggregate wealth-to-income ratios have fluctuated, re-flecting both market and policy influences, whereas inherited wealth proportions have declined over the long run. Continued increases in the value of employer-based pensions, housing and social security wealth in recent decades have acted to reduce wealth inequality, offsetting the disequalizing impact of financial asset price increases to a varying extent across countries.
  • Access State: Open Access