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利用富豪榜研究超级富豪与顶端财富不平等:来自瑞士的证据

Using Rich Lists to Study the Super-Rich and Top Wealth Inequality: Insights from Switzerland
Review of Economics and Statistics · 2024 · Enea Baselgia、Isabel Z. Martínez

中文摘要

我们基于可追溯至1989年的瑞士富豪榜构建了一个新数据集。研究发现,除其他结果外,60%的超级富豪是财富继承者——这一比例是美国的两倍——且顶端财富流动性已显著下降。我们发现,最富有的0.01%人群的财富份额高于此前基于财富税统计数据得出的估计。与此同时,我们指出富豪榜数据会导致对财富不平等程度的高估。尽管富豪榜数据对研究超级富豪具有重要价值,我们仍建议对其中报告的财富数字谨慎使用。

Abstract

Abstract We present a new data set we built based on Swiss rich lists going back to 1989. We show, among other things, that 60% of the super-rich are heirs—a fraction twice as large as in the United States—and that wealth mobility at the very top has declined significantly. We find that top 0.01% wealth shares are higher than what previous estimates based on wealth tax statistics suggest. At the same time, we argue that rich list data lead to overestimating wealth inequality. Although rich lists are valuable to study the super-rich, we recommend using reported wealth figures with caution.
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