CH Investment & Economic Strategy Lunch 2023

What changes – More capex #1: more resilience

INVESTMENT SPENDING SHARE OF GDP

34

34

US RECESSIONS SHADED. INCLUDES IMF FORECASTS FOR NEXT YEAR.

32

32

EMERGING ECONOMIES

30

30

28

28

26

26

24

24

22

22

ADVANCED ECONOMIES

20

20

1980 1985 1990 1995 2000 2005 2010 2015 2020 2025

1

Sources: IMF, NBER

47

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