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2025-004 Financial Asset Class. L.Béduneau EN

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WhichAssetHasPerformedthe BestSince1945?Report2025-004

Report2025No.4

Date:August15,2025

Abstract

Thisreportanalyzestheperformanceofvariousassetclasses—stocks,bonds, realestate,andcommodities—from1945to2025.Wefocusonthebest-performing assetclassinsixspecificchronologicalphases.UsingofficialdatafromtheIMF, WorldBank,andmarketindices,thestudyprovidestableswithvaluesinbillions USDandtheirpercentageincreases,identifiesthetop-performingstockssince1945 andin2020–2025,comparesperformanceacrosseachphase,andproposesamodel toidentifytheeconomicphasesbyasset(2).

1Introduction

Theglobaleconomyisshapedbytheperformanceofvariousassetclasses,eachcontributinguniquelytowealthcreationandfinancialstability.Investorsseekingtoallocatetheir assetstovaluesthatappreciate,oratleastdonotdepreciaterelativetoothers,mustregularlyassessthemarket.Despitedifferenteconomicphases,whichassethasperformed thebestsince1945?Thestudiedassetsare:stocks(equityincompanies,offeringhigh growthpotentialbuthighvolatility),bonds(debtsecuritiesprovidingstableincome), realestate(propertiesvaluedforappreciationandinflationprotection),andcommodities(tangibleassetslikegoldandoil,influencedbysupplyanddemand).Currencyand preciousmetals,thoughrelevant,arecontextualizedwithincommoditiesoreconomic conditions(seeSection 2).Thisreportexaminestheirevolutionfrom1945to2025across sixeconomicphases,identifyingthebest-performingassetclassperphase,thetopstock values(seePart 4),andamodeltounderstandcurrenteconomictrends(2).

2Methodology

Thisstudyquantitativelyanalyzestheperformanceofstocks(S),bonds(B),realestate (R),andcommodities(C)from1945to2025,dividedintosixchronologicalphases:

• 1945–1971:Post-WorldWarIIreconstructionandBrettonWoods

• 1971–1980:EndofBrettonWoods,stagflation

• 1980–2000:Globalizationandbullmarkets

• 2000–2008:Internetbubbleandpre-crisis

• 2008–2020:Financialcrisisandrecovery

• 2020–2025:Pandemicandtechnologicalacceleration

2.1AssetClasses

• Stocks(S):Equityinlistedcompanies,measuredbymarketcapitalization(S&P 500,MSCIWorld).Returnsincludedividends,in2025USD(adjustedforinflation fromhistoricaldata)(1).

• Bonds(B):Publicandprivatedebt,measuredbyoutstandingmarketvalue(Bloomberg GlobalAggregateBondIndex,BIS)(5).

• RealEstate(R):Residentialandcommercialproperties,measuredbymarket value(IMFGlobalHousePriceIndex,Savills)(3).

• Commodities(C):Includespreciousmetals(P,e.g.,gold)andothergoods(e.g., oil),measuredbypriceindices(WorldBank)(4).Currency(M)iscontextualized withineconomicconditions.

2.2Glossary

• Y:Year

• S:Stocks

• B:Bonds

• R:RealEstate

• C:Commodities

• M:Currency(contextualizedinCoreconomicconditions)

• P:PreciousMetals(subcategoryofC)

ValuesareinbillionsUSD(adjustedfor2025inflation,USCPIbase),withannual percentageincreasescalculatedforthespecifiedyears.Pre-1980dataareinterpolated fromhistoricalseries(1).Thebest-performingassetclassperphaseisidentifiedby annualizedreturns(geometricmeanofannualreturns).Thetop10stockvaluesare selectedbymarketcapitalizationgrowth(seePart 4).

3Part1:Best-PerformingAssetClassbyPhase

Thetablesshowvalues(billionsUSD,adjustedto2025)andpercentageincreasesforall assetclasses,withtotalsforthebest-performingclass,basedondatafrom(1; 3; 4; 5).

3.1Phase1:1945–1971(Stocks)

Table1: ValuesandGrowthofAssets(1945–1971,BillionsUSD,%Increase)

Y S(BlnUSD)S%B(BlnUSD)B%R(BlnUSD)R%C(BlnUSD)C%

Stocks(S)dominate(8–10%annualized,calculatedbygeometricmean)duetopostWorldWarIIindustrialgrowth(1945–1971),outperformingbonds(B,3–5%annualized), realestate(R,5–7%annualized),andcommodities(C,2–3%annualized,Plimitedby goldpeggedat$35/ozuntil1971)(1).SeePart 5 forcomparison.

3.2Phase2:1971–1980(Commodities)

Table2: ValuesandGrowthofAssets(1971–1980,BillionsUSD,%Increase)

Y S(BlnUSD)S%B(BlnUSD)B%R(BlnUSD)R%C(BlnUSD)C%

Commodities(C,drivenbyP,goldrisingfrom$35/ozin1971to$800/ozin1980)dominate(15–20%annualized)duetopost-BrettonWoodsstagflation(1971–1980).Stocks (S,4–6%annualized),realestate(R,7–9%annualized),andbonds(B,negativereal returnsduetohighinflation)lagbehind(4).SeePart 5 forcomparison.

3.3Phase3:1980–2000(Stocks)

Stocks(S)dominate(12–15%annualized)duetoglobalizationandthetechboom(1980–2000,includingthedot-comrise).Bonds(B,8–10%annualized)andrealestate(R,8–10% annualized)performwell;commodities(C,0–2%annualized,Pweakwithstagnantgold post-1980)lag(1).SeePart 5 forcomparison.

Table3: ValuesandGrowthofAssets(1980–2000,BillionsUSD,%Increase)

Y S(BlnUSD)S%B(BlnUSD)B%R(BlnUSD)R%C(BlnUSD)C%

Table4: ValuesandGrowthofAssets(2000–2008,BillionsUSD,%Increase)

Y S(BlnUSD)S%B(BlnUSD)B%R(BlnUSD)R%C(BlnUSD)C%

3.4Phase4:2000–2008(RealEstate)

Realestate(R)dominates(7–10%annualized)beforethe2008financialcrisis,drivenby theglobalhousingboom(2000–2008).Commodities(C,5–8%annualized,Pstrongwith risinggold),bonds(B,4–6%annualized),andstocks(S,0–3%annualized,impactedby thedot-combust)underperform(3).SeePart 5 forcomparison.

3.5Phase5:2008–2020(Stocks)

Table5: ValuesandGrowthofAssets(2008–2020,BillionsUSD,%Increase)

Y S(BlnUSD)S%B(BlnUSD)B%R(BlnUSD)R%C(BlnUSD)C%

Stocks(S)dominate(10–12%annualized)post-2008financialcrisis,drivenbyeconomicrecoveryandaccommodativemonetarypolicies(2008–2020).Realestate(R,5–7%annualized),bonds(B,3–5%annualized),andcommodities(C,3–5%annualized,P volatilewithgoldfluctuations)follow(1).SeePart 5 forcomparison.

3.6Phase6:2020–2025(Stocks)

Stocks(S)dominate(8–10%annualized)duetoartificialintelligenceandtechnological acceleration(2020–2025,post-COVID-19pandemic).Realestate(R,5–7%annualized), commodities(C,5–7%annualized,Pstrongwithrisinggold),andbonds(B,0–2%annualized,impactedbylowrates)lag(2).SeePart 5 forcomparison.

Table6: ValuesandGrowthofAssets(2020–2025,BillionsUSD,%Increase) Y S(BlnUSD)S%B(BlnUSD)B%R(BlnUSD)R%C(BlnUSD)C%

4Part2:MostImprovedAssetClass

4.1Part2.1:MostImprovedSince1945(Stocks)

Stocks(S)dominatesince1945(8–10%annualized),growingfrom500to55,000billion USD,drivenbytechnologicalinnovationandeconomicgrowth(1).Thetop10stocks, basedonmarketcapitalizationgrowthasofAugust15,2025,are:

1. AppleInc.:Technologicalinnovation,3,000billionUSDmarketcap.

2. MicrosoftCorp.:Softwareandclouddominance.

3. Amazon.comInc.:E-commerceandcloudleader.

4. AlphabetInc.:GrowthinsearchandAI.

5. NVIDIACorp.:LeaderinGPUsandAIchips.

6. TeslaInc.:Electricvehiclesandenergy.

7. JPMorganChase&Co.:Financialresilience.

8. ExxonMobilCorp.:Longevityinenergy.

9. Johnson&Johnson:Stabilityinhealthcare.

10. Procter&Gamble:Consistencyinconsumergoods.

4.2Part2.2:MostImprovedin2020–2025(Stocks)

Stocks(S)dominate(8–10%annualized),growingfrom40,000to55,000billionUSD, drivenbyAIanddigitalization(2020–2025)(2).Thetop10stocks,basedonmarket capitalizationgrowthasofAugust15,2025,are:

1. NVIDIACorp.:AIandsemiconductorboom.

2. TeslaInc.:Electricvehiclemarketexpansion.

3. AppleInc.:Innovationindevicesandservices.

4. MicrosoftCorp.:GrowthincloudandAI.

5. AlphabetInc.:StrengthinAIandadvertising.

6. Amazon.comInc.:Cloudande-commercedominance.

7. MetaPlatformsInc.:Metaverseandsocialmedia.

8. BroadcomInc.:Semiconductorsandsoftware.

9. EliLilly&Co.:Healthcareinnovation.

10. TaiwanSemiconductor:Globalchipleader.

5Part3:ComparativeEvolutionofPhases

• 1945–1971(S):Stocks(8–10%annualized)dominateduetoindustrialgrowth, outperformingrealestate(5–7%annualized),bonds(3–5%annualized),andcommodities(2–3%annualized,Pweak)(1).

• 1971–1980(C):Commodities(15–20%annualized,drivenbyP)excelinstagflation,aheadofrealestate(7–9%annualized),stocks(4–6%annualized),andbonds (negativerealreturns)(4).

• 1980–2000(S):Stocks(12–15%annualized)dominatewithtechnology,followed bybonds(8–10%annualized),realestate(8–10%annualized),andcommodities (0–2%annualized,Pweak)(1).

• 2000–2008(R):Realestate(7–10%annualized)dominatespre-crisis,aheadof commodities(5–8%annualized,Pstrong),bonds(4–6%annualized),andstocks (0–3%annualized)(3).

• 2008–2020(S):Stocks(10–12%annualized)reboundpost-crisis,outperforming realestate(5–7%annualized),bonds(3–5%annualized),andcommodities(3–5% annualized,Pvolatile)(1).

• 2020–2025(S):Stocks(8–10%annualized)dominatewithAI,followedbyreal estate(5–7%annualized),commodities(5–7%annualized,Pstrong),andbonds (0–2%annualized)(2).

Stocksdominatelong-term,exceptininflationary(1971–1980,C)orspeculative(2000–2008,R)periods.Bondslaginlow-interest-rateenvironments(seeSection 6 foranalysis).

6Summary

• Reconstruction(1945–1971,2008–2020):Stocksandrealestatethrivewith economicrecovery(1).

• Inflationary(1971–1980):Commodities(drivenbyP)excelasaninflationhedge (4).

• Growth(1980–2000):Stocksandbondsbenefitfromglobalization(1).

• Speculative(2000–2008):Realestatedominateswiththehousingboom(3).

• Technological(2020–2025):StocksdominatewithAI(2).

6.1Asset-SpecificModels

Thefollowingequationsestimateannualizedreturns(R)foreachassetclassbasedon economicfactorsperphase,withcoefficients(α,β,γ,δ,ϵ,ζ,η)reflectingsensitivity(1):

• Stocks(S):DrivenbyGDPgrowth(G)andearnings(E):

s = αG + βE

• Bonds(B):Influencedbyinterestrates(I)minusinflation(F ): Rb = γ(I F )

Example:In2020–2025, I ≈ 2%, F ≈ 3%, γ ≈ 1,yielding Rb ≈−1%

• RealEstate(R):Tiedtourbanization(U)andinterestrates(I):

r = δU ϵI Example:In2020–2025, U ≈ 4%, I ≈ 2%, δ ≈ 2, ϵ ≈ 0 5,yielding Rr ≈ 7%

• Commodities(C):Drivenbyinflation(F )andsupplyshocks(Ss,e.g.,oildisruptionsfornon-P,goldforP): Rc = ζF + ηSs

Example:In2020–2025, F ≈ 3%, Ss ≈ 2%, ζ ≈ 1 5, η ≈ 1,yielding Rc ≈ 6 5%

6.2ModelforIdentifyingAssetClasses

Define Rs,Rb,Rr,Rc astheannualizedreturnsofS,B,R,C.Calculatethedominance ratio: D = max(Rs,Rb,Rr,Rc) ∑(Rs,Rb,Rr,Rc)

If D> 0.4,oneclassdominates(e.g.,Sin2020–2025, D ≈ 0.45, Rs ≈ 9%).If D< 0.3, thephaseisbalanced.Currentdataindicateatechnology-drivenphasedominatedby stocks(2).

7Conclusion

Stocks(S)arethemostimprovedassetclasssince1945,growingfrom500to55,000 billionUSD,exceptin1971–1980(C,commodities)and2000–2008(R,realestate)(see Part 3).The2020–2025phase,drivenbytechnologyandartificialintelligence,reinforces stockdominance(seePart 4).Asset-specificmodelsandthedominanceratioidentify thecurrentphaseasstock-led,aidinginvestmentstrategies(seeSection 6).Thisanalysishighlightsthevalueofhistoricaltrendsanddiversification.Inanuncertainperiod regardingmonetarycreation,wecanassumeanewmodelhasemergedsincethehealth crisis.Withtariffs,thechangewillbesignificant,andthus,politicalchoicesmustconsiderneweconomicopportunities(2).Supply-sidepolicieswillbenefitseveralcompanies withproductioncapabilities,andvirtuousstateswillbefavoredbyinvestors.

8Limitations

• DataGaps:Pre-1980datarelyoninterpolationfromhistoricalseries,risking inaccuracies(1).

• GlobalAggregation:Regionalvariations(e.g.,emergingvs.developedmarkets) maybeoversimplified(3).

• InflationAdjustments:Assumptionsin2025USD(USCPIbase)mayvaryby adjustmentmethod(5).

• BiasTowardS:Thetop10stocksfocusonUSmarkets,underrepresentingemergingmarkets(e.g.,China,India)(1).

• ModelSimplicity:Assetequationsanddominanceratioassumestablereturns, lessaccurateinvolatileperiods(e.g.,unforeseencrises)(2).

• ScopeofMandP:Currency(M)andpreciousmetals(P)arecontextualizedin Coreconomicconditions,notfullyisolated(4).

• ImpactofMonetaryCreation:Monetarycreation(e.g.,post-2008centralbank policies)significantlyaffectsassetvalues,notfullyquantifiedhere(5).

References

[1] Damodaran,A.,“HistoricalReturnsonStocks,Bonds,Cash,RealEstate,andGold,” 2025. https://www.awealthofcommonsense.com

[2] Quantalys,“2024Risk/ReturnTable,”2025. https://www.quantalys.com

[3] InternationalMonetaryFund,“GlobalHousePriceIndex,”2025. https://www.imf. org

[4] WorldBank,“CommodityPriceData,”2025. https://www.worldbank.org

[5] Bloomberg,“GlobalBondIndex,”2025. https://www.bloomberg.com

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