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Recent developments in cross-border investment in securities

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Author Info
Carol C. Bertaut
William L. Griever
Abstract

Securities have replaced bank lending in recent years as the primary means through which funds are invested internationally, and in the process, the share of U.S. securities owned by foreigners has grown markedly. Between 1974 and 2002, the proportion of the value of outstanding U.S. long-term securities (equities and long-term debt) that was foreign-owned increased from about 5 percent to about 12 percent. At the same time, U.S. holdings of foreign long-term securities also increased, although their growth did not match the rapid growth in foreign holdings of U.S. securities. At $1.8 trillion, the value of U.S. holdings of foreign long-term securities at the end of 2002 was less than half the value of foreign holdings of U.S. securities; this difference resulted in a negative net international position in long-term securities of $2.3 trillion. ; The U.S. system for measuring cross-border securities activity consists of annual surveys measuring holdings of securities and monthly reports measuring transactions in securities. This article reports the latest survey data on holdings as well as the more-recent transactions data. The discussion focuses on U.S. cross-border securities activity, but it also addresses the investment patterns of some other countries and describes the initiatives to improve the measurement of cross-border securities investments.

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File URL: http://www.federalreserve.gov/pubs/bulletin/2004/winter04_if.pdf
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Article provided by Board of Governors of the Federal Reserve System (U.S.) in its journal Federal Reserve Bulletin.

Volume (Year): (2004)
Issue (Month): Win ()
Pages: 19-31
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Handle: RePEc:fip:fedgrb:y:2004:i:win:p:19-31:n:v.90no.1

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Keywords: Securities ; Investments; Foreign;

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  1. Andrew Swiston, 2005. "A Global View of the U.S. Investment Position," IMF Working Papers 05/181, International Monetary Fund. [Downloadable!]
  2. Carol C. Bertaut & Steven B. Kamin & Charles P. Thomas, 2008. "How long can the unsustainable U.S. current account deficit be sustained?," International Finance Discussion Papers 935, Board of Governors of the Federal Reserve System (U.S.). [Downloadable!]
  3. Marcela Meirelles Aurelio, 2006. "Going global : the changing pattern of U.S. investment abroad," Economic Review, Federal Reserve Bank of Kansas City, issue Q III, pages 5-32. [Downloadable!]
  4. Ravi Balakrishnan & Volodymyr Tulin & Tamim Bayoumi, 2007. "Globalization, Gluts, Innovation or Irrationality: What Explains the Easy Financing of the U.S. Current Account Deficit?," IMF Working Papers 07/160, International Monetary Fund. [Downloadable!]
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