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1.  

00:08 

Our Outlook on the Market

2.  

01:17 

Portfolio Positioning Moving Forward

3.  

02:44 

Risks in the Market

4.  

04:51 

A Closer Look at Energy Stocks

5.  

06:03 

Our Position on Traditionally Defensive Sectors

6.  

07:15 

Our Increased Healthcare Weighting

7.  

08:32 

Final Thoughts