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Second quarter 2024
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Contents
A message from CAM
Bifurcation – 2024’s buzzword
Bifurcation – 2024’s buzzword
Insights
Is South Africa still worth investing in?
Is South Africa still worth investing in?
Economic outlook
Will global central banks save the day?
Will global central banks save the day?
Houseview update
Asset valuation signals
Asset valuation signals
Fund performance
Second quater 2024
Second quater 2024
Disclaimer
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First quarter 2026
Fourth quarter 2025
Third quarter 2025