these are big changes in geoeconomics are things we have to take into consideration.rancine: do you have ranking or is it almost one of the same, it's a huge transformation of change? >> i think we will see credit markets playing a role, i think that's a real term thing. you can see lending tightening. you are going to see a stellar need for financing. not all things are created equal. i am a big proponent of credit, but not every active credit expert is going to deliver in these environments. there is expertise and skill needed. how do think about prioritization, i think about it in terms of capabilities. i think about it being as skilled as we can be in data, in analytics, intech, in credit, in multiple asset classes. and then being able to pivot those. i think that's where i think about things, but do i think about that's the number one thing i'm focusing on, i think we have to think about all of these things. francine: are you looking at acquisitions and certain spaces? >> we always said we would grow the firm -- grow the firm organically and look for acquisitions

>> we've changed geopolitics to geoeconomics is something of an impact point.o, as we think about what happened when russia invaded ukraine, and the impact on our fossil fuel pricing or you think about the worries and concerns around supply chain's post-covid, and the fact of these buffers when you think about corporate real estate, and the refinancing, it is inevitable, it's not a 30 year mortgage, these are things coming up for refinance within the next 3, 4, 5 years. that's a lot of money being put to work, and we are in an environment where we look out at the city, office buildings are in a different place and have a different level of occupancy. these are big changes in geoeconomics, i think are things we have to take into consideration. francine: what he worry about the most? you have a ranking or is it almost one of the same? it's a huge transformation of change? >> i think it is a transformation of change. credit markets will play a role. i think it's a real certain thing. you will see lending tightening. you will see a stellar need for financing. but i

robyn: the fact that we've now changed geopolitics to geoeconomics is something of an impact point. so as we think about what happened when russia invaded ukraine and the impact on fossil fuel pricing or you think about the worries and concerns rooms might change post-covid and these buffers when you think about corporate real estate, refinancing is inevitable. it is not a 30 year mortgage these things are coming up next year's that is a lot of money being put to work. five buildings are in a different place has a different level of the scene before the changes. geo-economics i think that the empty take into consideration. francine: what do you worry about the most, do you have a ranking for his on the same? robyn: i think it is transformational change. i think we are going to see credit markets playing a role. i think you see lending tightening and you are going to see a need for financing out there, but it isn't little things. i am a big proponent of credit. but not every active manager, not every credit expert is going to be able to deliver these environments. there is expertise