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First quarter 2024
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Contents
A message from CAM
It’s an election quarter – Mak...
It’s an election quarter – Make your mark
Industry news
Is my wealth safe? – Citadel and instituti...
Is my wealth safe? – Citadel and institutional risk
Insights
China’s growth & inflation targ...
China’s growth & inflation targets seem optimistic and unlikely, unless…
Economic outlook
Canary or eagle?
Canary or eagle?
Houseview update
Asset valuation signals
Asset valuation signals
Fund performance
First quarter 2024
First quarter 2024
Disclaimer
Feedback
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First quarter 2026
Fourth quarter 2025
Third quarter 2025