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CITATION – THIRD QUARTER 2023

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Contents

MESSAGE FROM CAM

REBUILDING THE GLOBAL POWER-PUZZLE: A rise in geopolitical risk

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INSIGHTS

VALUING TESLA – LEADING THE WAY OR JUST ANOTHER COG IN THE EV MACHINE?

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ECONOMIC OUTLOOK

GLOBAL CHILL SET TO CONTINUE, BUT IT SHOULD BE A MILD WINTER

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UPDATE

ASSET VALUATION SIGNALS

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FUND PERFORMANCE

THIRD QUARTER 2023

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DISCLAIMER

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FEEDBACK

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