1.  00:00  Introduction »

2.  00:26  Style Analysis »

3.  00:54  Economic Review »

4.  02:19  Market Performance »

5.  04:18  Positives for Relative Returns »

6.  06:30  Negatives for Relative Returns »

7.  08:02  Attribution Analysis »

8.  08:45  Portfolio Positioning »

9.  11:54  Sector Weights »

10.  12:34  For Further Information »

11.  12:48  Disclosure »