1. 00:00 Introduction »
2. 00:07
Performance »
3. 00:33
Where Do We Stand? »
4. 00:58
Value Based Factor Contributions were Mixed in 1H2017 »
5. 03:25
Characteristics and Cheapness »
6. 04:22
What We Don't Own »
7. 05:09
Second Quarter 2017 Sector Attribution »
8. 06:20
Investment Outlook & Positioning »
9. 07:11
Economic Outlook »
10. 08:29
U.S. Employment Data Points Reflecting Good News »
11. 09:58
For Further Information »
12. 10:08
Disclosure »
