1. 00:00 Introduction »
2. 00:07
Where Do We Stand? »
3. 00:58
Characteristics and Cheapness »
4. 01:40
The Market has a Strong Preference for Safety »
5. 02:21
Sector Return Disparities »
6. 03:12
Factor Return Spreads of the Russell 1000 Value Index »
7. 04:26
Performance »
8. 04:47
Sector Attribution »
9. 05:15
What We Don't Own »
10. 06:05
Economic Outlook »
11. 06:54
Investment Outlook and Positioning »
12. 07:58
For Further Information »
13. 08:07
Disclosure »
