1. 00:00 Introduction »
2. 00:07
Where Do We Stand? »
3. 00:43
Characteristics and Cheapness »
4. 01:35
Performance »
5. 01:46
Sector Return Disparities »
6. 02:30
Sector Attribution »
7. 04:08
Economic Outlook »
8. 05:17
Investment Outlook and Positioning »
9. 06:35
For Further Information »
10. 06:53
Disclosure »