. >> mine is @seemacnbc.e want to hear if you think the rally can continue and if rates will rise in 2015. now the super return international conference taking place in berlin and annetta is there with the biggest names in private equity discussing the fed and the outlook. what have they been saying? >> that's a very interesting conference these days. we're talking about europe. we're talking about the united states. one of the big topics of course is oil prices. so loads of topics floating around here. but i'm also joined now by jonathan to discuss debt markets and their opportunities. thank you for joining us. let us talk about opportunities, whether you see them as europe the united states or elsewhere. >> i think the opportunity right now is really global. there's different opportunities by geography. in the united states there's opportunities to earn income as well as some industries in location. still in certain forms of retail. over here in europe the biggest opportunity comes in the form of private le