Every country has a potential position in the map of assets that transform the world. Two questions decide who prospers.
Can you capture your share of the coming growth? And can you sustain the prosperity it creates? They are different questions with different answers — and the United States proves it: the greatest capacity to capture growth on earth, resting on a weakening fiscal-institutional-economic inequality base requiring constant innovation in value creation to remain viable - and yet most countries lack viable systems of enterprise.
The Growth & Prosperity Map
Two axes, kept deliberately apart: Growth Power — can you capture your opportunity — and Growth Durability — can you sustain it for a decade. Four quadrants follow: Durable Powers, Overextended Powers, Durable Dependents, and the Growth Trap.
The United States is the map’s defining case: the highest growth power measured — on the second-weakest durability base in the advanced world.
Six countries qualify as durable powers. Five of the six share a ceiling: stable, rich, well governed — running on technology someone else controls.
At the bottom sits the Growth Trap: the countries whose need is greatest hold trillion-dollar opportunities they cannot finance on their own terms.
Methodology +
Growth Power is built from three pillars — technology position, the price of capital, and the share of a country’s growth plan that markets will fund at a profit. Growth Durability from two — fiscal room and institutional strength. Pillars multiply rather than average, so weakness cannot be averaged away. Twelve countries are fully mapped in the pilot; roughly 160 are already scored on the power axis; full 213-country coverage is one analyst-month away. Every number traces to a published figure, table or passage in the source papers.
Rethinking Large-Scale Investment Strategies in a Changing World — ISII, 2026
This is a structural break, not a cycle. When the system itself changes, the return environment resets across an entire investment horizon — everything assumed over thirty years is up for revision.
Three shifts are arriving together: rules give way to leverage, technology becomes owned infrastructure, and politics fuses with economics. Strength on one front gives no protection on another.
Advanced sovereigns can no longer be treated as one safe category. The fiscal and institutional risk beneath them — someone is carrying it uncompensated, requiring a rethink of sovereign and private investment allocation and strategy.
Capital as a Force for Good — The World Investment Plan — 2025
Building the Information Age requires US$123 trillion of investment by 2035 — priced line by line for 213 countries. Every government and every allocator has a stake in that table.
72% of it is commercially profitable — US$88.8 trillion of private funding potential earning 5–31% returns. This is the largest investment opportunity in economic history, not a bill.
Executed, the plan generates up to US$215 trillion of additional GDP and lifts global wealth toward US$1,000 trillion — roughly 1.4 times today’s level — inside a decade.
Five questions your leadership should be able to answer. Most currently cannot.
A confidential briefing to explore how the changes in the world affect your strategy, portfolio, ministry or mandate against the Map — and how they might need to change to survive and prosper in extraordinary times.
Request a growth-sovereignty briefing