1. 00:00 Introduction »
2. 00:07
Performance »
3. 00:36
Where Do We Stand? »
4. 01:27
Characteristics and Cheapness »
5. 02:16
What We Don't Own »
6. 03:10
Sector Attribution »
7. 03:58
Investment Outlook and Positioning »
8. 05:24
Economic Outlook »
9. 06:35
For Further Information »
10. 06:44
Disclosure »
