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Second quarter 2026
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Contents
A message from CAM
The current market paradox
The current market paradox
Insights
SpaceX: ready for lift-off?
SpaceX: ready for lift-off?
Economic outlook
Economic resilience despite geopolitical f...
Economic resilience despite geopolitical fragility
Houseview update
Asset Class Views
Asset Class Views
Fund performance
Second quarter 2026
Second quarter 2026
Disclaimer
Feedback
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First quarter 2026
Fourth quarter 2025
Third quarter 2025
