ben ritchie with us also of aberdeen. are you changing anything? is a combination of trade and the election that removed two of the bigger issues that have hung over european equities for the last several years. if we have a phase i deal, whatever that actually means, we reduce hostilities and take away brexit as a potential cliff edge issue, and we also start to see more governments across europe move into fiscal expansion, that is creating an environment that is positive, at least for investor sentiment, toward european equities, which has been dreadful for the past few years. jonathan: we are just hearing from "the global times" that china will hold a press briefing today on trade talks. we don't know where things are at all. for many people, the last one he four hours was eerily simmered -- eerily similar to october 11's. we are told we have an agreement . we don't have details around it. we've got nothing on paper whatsoever. ben: i think we want to see the deal agreed. think the concept of the deal is less relevant than that there is a deal fo