CH Investment & Economic Strategy Lunch 2023

Investing in the next cycle #1: lower safe asset returns

10 YEAR TREASURY 10 YEAR REAL ANNUAL RETURN

12

12

9

9

10 YEAR AHEAD RETURN BASED ON HISTORICAL DATA.

6

6

3

3

0

0

-3

-3

1985 1990 1995 2000 2005 2010 2015 2020 2025

1

Sources: Bloomberg, BLS, NBER

53

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