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Fourth quarter 2025
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Contents
A message from CAM
When politics distorts the cycle
When politics distorts the cycle
Insights
The AI revolution: a new paradigm for tech...
The AI revolution: a new paradigm for tech investing
Economic outlook
Key themes for 2026 – navigating a f...
Key themes for 2026 – navigating a fragile global economy
Houseview update
Asset class views
Asset class views
Fund performance
Fourth quarter 2025
Fourth quarter 2025
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