CH Investment & Economic Strategy Lunch 2023

What changes – More capex #2: more defense

DEFENCE SPENDING, % OF GDP

14

14

* GDP-WEIGHTED AVERAGE.

12

12

10

10

UNITED STATES

8

8

DEVELOPED ECONOMIES

6

6

4

4

2

2

DEVELOPED ECONOMIES EX-UNITED STATES*

0

0

50 55 60 65 70 75 80 85 90 95 00 05 10 15 20 25

1

Sources: SIPRI, NBER

48

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