1. 00:00 Introduction »
2. 00:07
The Struggles of Value »
3. 01:30
Performance »
4. 01:46
Characteristics »
5. 02:33
Sector Return Disparities »
6. 02:58
The Market has a Strong Preference for Safety »
7. 03:16
Factor Return Spreads »
8. 04:28
Sector Attribution »
9. 05:42
Economic Outlook »
10. 06:49
Investment Outlook and Positioning »
11. 07:50
For Further Information »
12. 08:01
Disclosure »