Foreign, Commodities, Fritz Meyer And MPT

Good but a bit unclear in addressing the purpose of the presentation in light of the reference that the webinar was held to clarify the issues raised by Fritz in an earlier webinar. The presentation did not seem to address the core issue of under-performance of EAFE as more than an issue of "timing". It did a better job with commodities but it seemed more time was spent on the EAFE discussion with a less compelling narrative.