1. 00:00 Introduction »
2. 00:07
Performance »
3. 00:29
Characteristics and Cheapness »
4. 01:01
The Market Looks Expensive »
5. 02:16
Value Based Factor Contributions Rebounded in 3Q2017 »
6. 03:01
What we don't own »
7. 03:46
Sector Attribution »
8. 04:44
Investment Outlook and Positioning »
9. 05:15
Economic Outlook »
10. 06:32
For Further Information »
11. 06:46
Disclosure »
