1.  00:00  Introduction »

2.  00:07  Summary Comments »

3.  01:42  Performance »

4.  01:49  Characteristics »

5.  02:22  Characteristics »

6.  03:02  Characteristics »

7.  04:35  Bottom Ten Performers »

8.  06:04  Sector Attribution »

9.  06:48  Economic Outlook »

10.  07:56  Investment Outlook and Positioning »

11.  08:52  For Further Information »

12.  9:07  Disclosure »