Weitere Kapitel dieses Buchs durch Wischen aufrufen
Methodological issues include defining wealth, units of observation, biases of the data source, asset coverage, sampling, and institutional differences. Sources include survey data, estate tax data, probate, census, and income tax data. The Canadian wealth inequality figures are for 1851–2012 and come from probate records, published scholarly estimates, Statistics Canada Survey data, and federal estate tax data. The US wealth inequality estimates are for 1680–2012 and come from secondary sources using probate, census, survey, and tax data. Estimates for the United Kingdom come from primary and secondary sources for the years from 1668 to 2013, including probate and estate tax data. Inequality measures used are the Gini coefficient and the top 1 and 10 percent wealth shares.
Bitte loggen Sie sich ein, um Zugang zu diesem Inhalt zu erhalten
Sie möchten Zugang zu diesem Inhalt erhalten? Dann informieren Sie sich jetzt über unsere Produkte:
Alvaredo, F., Atkinson, A. B., & Morelli, S. (2017, January). Top Wealth Shares in the UK over More than a Century. Centre for Studies in Economics and Finance, Working Paper No. 464.
Atkinson, A. B. (2013, November). Wealth and Inheritance in Britain from 1896 to the Present. Centre for Analysis of Social Exclusion, No. 173.
Bird, R. (1978). Canada’s Vanishing Death Taxes. Osgoode Hall Law Journal, 16(1), 133–145.
Boadway, R., Chamberlain, E., & Emmerson, C. (2009). Taxation of Wealth and Wealth Transfers: Appendices. Prepared for the Report of a commission on Reforming the Tax System for the 21st Century, Chaired by Sir James Mirrlees, The Institute for Fiscal Studies. www.ofs.org.uk/mirrleesreview
Bricker, J., Henriques, A., Krimmel, J., & Sabelhaus, J. (2016). Estimating Top Income and Wealth Shares: Sensitivity to Data and Methods. American Economic Review: Papers and Proceedings, 106(5), 641–645. CrossRef
Cleveland, W. S. (1979). Robust Locally Weighted Regression and Smoothing Scatterplots. Journal of the American Statistical Association, 74, 829–836. CrossRef
Cleveland, W. S. (1985). The Elements of Graphing. Monterey: Wadsworth.
Cleveland, W. S. (1993). Visualizing Data. Summit: Hobart.
Congression Budget Office. (2009, December 18). Federal Estate and Gift Taxes. Economic and Business Issue Brief.
Cowell, F. A. (2009, December). Measuring Inequality. http://darp.lse.ac.uk/papersDB/Cowell_measuringinequality3.pdf
Darroch, G. (1983). Early Industrialization and Inequality in Toronto, 1861–1899. Labour/Le Travailleur, 11, 31–61. CrossRef
Davies, J. B., & Di Matteo, L. (2017). Filling the Gap: Examining Canadian Wealth Inequality Over the Long Run. Paper Prepared for Presentation at the 51st Annual Meetings of the Canadian Economic Association, Antigonish, Nova Scotia. Manuscript.
Davies, J., & Shorrocks, A. (2000). The Distribution of Wealth. In A. Atkinson & F. Bourguignon (Eds.), Handbook of Income Distribution (Vol. 1, pp. 605–675). North Holland, Amsterdam/New York: Elsevier. CrossRef
Davies, J. B., Sandstrom, S., Shorrocks, A., & Wolff, E. N. (2011). The Level and Distribution of Global Household Wealth. The Economic Journal, 121, 223–254. CrossRef
Delong, B. (2003). Bequests: An Historical Perspective, Chapter 2. In A. H. Munnell & A. Sundén (Eds.), Death and Sollars: The Role of Gifts and Bequests in America. Washington, DC: Brookings Institution Press.
Di Matteo, L. (1997). The Determinants of Wealth and Asset Holding in Nineteenth Century Canada: Evidence from Micro-data. Journal of Economic History, 57(4), 907–934. CrossRef
Di Matteo, L. (1998). Wealth Accumulation and the Life-Cycle in Economic History: Implications of Alternative Approaches to Data. Explorations in Economic History, 35(3), 296–324. Erratum, 36(1), 107. CrossRef
Di Matteo, L. (2004). Resource Boom and Bust, 1885–1920: Regional Wealth Evidence from Probate Records. Australian Economic History Review, 44(1), 52–78. CrossRef
Di Matteo, L. (2012). Land and Inequality in Canada 1870–1930. Scandinavian Economic History Review, 60(3), 309–334. CrossRef
Di Matteo, L., Green, D., Owens, A., Shanahan, M., & McAloon, J. (2012, November 1–4). Resources, Land Abundance and Inequality. Understanding Wealth-Holding and Investment in Britain and Its Settler Colonies, 1870–1930. SSHA meetings Vancouver.
Di Matteo, L. (2013a). Women, Wealth and Economic Change: An Assessment of the Impact of Women’s Property Law in Wentworth County, Ontario, 1872–1927. Explorations in Economic History, 50, 285–307. CrossRef
Di Matteo, L. (2016a). Wealth Distribution and the Canadian Middle Class: Historical Evidence and Policy Implications. Canadian Public Policy, 42(2), 132–151. CrossRef
Di Matteo, L. (2016b). All Equal in the Sight of God: Economic Inequality and Religion in the Early Twentieth Century. European Review of Economic History, 20, 23–45. CrossRef
Gallman, R. E. (1969). Trends in the Size Distribution of Wealth in the Nineteenth Century: Some Speculations. In L. Soltow (Ed.), Six Papers on the Size Distribution of Wealth and Income. New York: National Bureau of Economic Research.
Garbinti, B., Goupille-Lebret, J., & Piketty, T. (2016). Accounting for Wealth Inequality Dynamics: Methods, Estimates and Simulations for France (1800–2014). World Wealth and Income Database, Working Paper No. 2016/5.
Goodman, W. D. (1995). Death Taxes in Canada, in the Past and in the Possible Future. Canadian Tax Journal, 43(5), 1360–1376.
Gwyn, J., & Siddiq, F. K. (1992). Wealth Distribution in Nova Scotia During the Confederation Era, 1851 and 1871. Canadian Historical Review, LXXIII(4), 435–452. CrossRef
Hardle, W. (1991). Applied Nonparametric Regression, Econometric Society Monographs (Vol. 19). Cambridge: Cambridge University Press.
Johnson, B. W., & Eller, M. B. (1998). Federal Taxation of Inheritance and Wealth Transfers. In R. K. Miller & S. J. McNamee (Eds.), Inheritance and Wealth in America (pp. 61–90). New York: Plenum Press. CrossRef
Jones, A. H. (1980). Wealth of A Nation to Be: The American Colonies on the Eve of the Revolution. New York: Columbia Press.
Kennickell, A. (2009). Ponds and Streams: Wealth and Income in the U.S., 1989 to 2007. Finance and Economics Discussion Series 2009-13, Board of Governors of the Federal Reserve System (U.S.).
Kennickell, A. (2011). Tossed and Turned: Wealth Dynamics of U.S. Households 2007–2009. Finance and Economics Discussion Series 2011-51, Board of Governors of the Federal Reserve System (U.S.).
Kopczuk, W., & Saez, E. (2004). Top Wealth Shares in the United States, 1916–2000: Evidence from Estate Tax Returns. National Tax Journal, 57(2), 445–487. CrossRef
Lindert, P. H. (1986). Unequal English Wealth Since 1670. The Journal of Political Economy, 94(6), 1127–1162. CrossRef
Lindert, P. H. (2000). Three Centuries of Inequality in Britain and America. In A. B. Atkinson & F. Bourguignon (Eds.), Handbook of Income Distribution (Vol. 1). Amsterdam: North-Holland.
Oja, G. (1987). Changes in the Distribution of Wealth in Canada, 1970–1984. Statistics Canada, 13-588, No. 1.
Osberg, L. (1984). Economic Inequality in the United States. Armonk: M.E. Sharpe Ltd.
Perry, J. H. (1984). Taxation in Canada, Fourth Edition. Canadian Tax Paper No. 74, Canadian Tax Foundation, Toronto.
Perry, J. H. (1989). A Fiscal History of Canada-The Postwar Years. Canadian Tax Paper No. 85, Canadian Tax Foundation, Toronto.
Pfeffer, F. T., Danziger, S., & Schoeni, R. F. (2013). Wealth Disparities Before and After the Great Recession. The Annals of the American Academy of Political and Social Science, 650(1), 98–123. CrossRef
Piketty, T. (2014). Capital in the 21st Century. Cambridge, MA: Harvard University Press.
Reed, H. (2014, May 29). Piketty, Chris Giles and Wealth on Equality: It’s All About the Discontinuities. The Guardian. https://www.theguardian.com/news/datablog/2014/may/29/piketty-chris-giles-and-wealthinequality-its-all-about-the-discontinuities
Roine, J., & Waldenström, D. (2014, April). Long-Run Trends in the Distribution of Income and Wealth (IZA DP No. 1857).
Roine, J., & Waldenström, D. (2015). Long-Run Trends in the Distribution of Income and Wealth. In A. B. Atkinson & F. Bourguignon (Eds.), Handbook of Income Distribution (Vol. 2A). North-Holland, Amsterdam: Elsevier.
Rowlingson, K. (2012, December), Wealth Inequality: Key Facts. Policy Commission on the Distribution of Wealth, University of Birmingham. http://www.birmingham.ac.uk/Documents/research/SocialSciences/Key-Facts-Background-Paper-BPCIV.pdf
Saez, E., & Zucman, G. (2016). Wealth Inequality in the United States Since 1913: Evidence from Capitalized Income Tax Data. The Quarterly Journal of Economics, 131(2), 519–578. CrossRef
Shammas, C. (1993). A New Look at Long-Term Trends in Wealth Inequality in the United States. The American Historical Review, 98(2), 412–431. CrossRef
Siddiq, F. K. (1988). The Size Distribution of Probate Wealth-Holdings in Nova Scotia in the Late 19th Century. Acadiensis, 18(1), 136–147.
Soltow, L. (1989). Distribution of Wealth and Income in the United States in 1798. Pittsburgh: University of Pittsburgh Press.
Vermuelen, P. (2016). Estimating the Top Tail of the Wealth Distribution. American Economic Review: Papers and Proceedings, 106(5), 646–650. CrossRef
Wolff, E. N. (1987). Estimates of Household Wealth Inequality in the U.S. 1962–1983. Review of Income and Wealth, 33(3), 231–256. CrossRef
Wolff, E. N. (1991). The Distribution of Household Wealth: Methodological Issues, Time Trends, and Cross-Sectional Comparisons. In L. Osberg (Ed.), Economic Inequality and Poverty: International Perspectives (pp. 92–133). New York: M.E. Sharpe, Inc.
Wolff, E. N. (1994). Trends in Household Wealth in the United States, 1962–83 and 1983–89. Review of Income and Wealth, 40(2), 143–174. CrossRef
Wolff, E. N. (1996). International Comparisons of Wealth Inequality. Review of Income and Wealth, 42(4), 433–451. CrossRef
- Wealth Inequality: Facts, Figures and Approaches to Its Study
Livio Di Matteo
- Chapter 3
Neuer Inhalt/© Stellmach, Neuer Inhalt/© BBL, Neuer Inhalt/© Maturus, Pluta Logo/© Pluta, Neuer Inhalt/© hww, Voraussetzungen für wirtschaftliche additive Fertigung/© Marco2811 | Fotolia