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Fourth quarter 2024
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Contents
A message from CAM
A brand new world under Trump
A brand new world under Trump
Insights
Europe’s energy policy in a shifting...
Europe’s energy policy in a shifting landscape
Economic outlook
2025: Trump’s MAGA economics
2025: Trump’s MAGA economics
Houseview update
Asset class views
Asset class views
Fund performance
Fourth quarter 2024
Fourth quarter 2024
Disclaimer
Feedback
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First quarter 2026
Fourth quarter 2025
Third quarter 2025