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Citation Third Quarter 2023

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MESSAGE FROM CAM

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

INSIGHTS

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

ECONOMIC OUTLOOK

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

UPDATE

ASSET VALUATION SIGNALS

FUND PERFORMANCE

THIRD QUARTER 2023

DISCLAIMER

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