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Third quarter 2026
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Contents
A message from CAM
Climbing the wall of worry
Climbing the wall of worry
Insights
The rise of US bond yields and what it mea...
The rise of US bond yields and what it means for investors
Economic outlook
Global economy: Ongoing resilience despite...
Global economy: Ongoing resilience despite the geopolitical risk
Houseview update
Asset class views
Asset class views
Fund performance
Third quarter 2026
Third quarter 2026
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