their portfolio and make sure it's well positioned for the fal joining us to offer insights is mark luccinintgomer scott. good to see you. welcome back. >> thank you, sue. can't believe how fast summer is going. as we approach the fall, what are the keyou issues thate looking at and that viewers should pay attenon to if y do need to reposition that portfolio? sue, for us, of course, are we going to continue to see the same strength in the u.s. economy that we've seen in the fit half of the yea and that's an unambiguous g our view that we've seen this inertia carried through 2019 and that's the part of corporate assets overall. secondly, of course, is moving past earnings season and we have the void of new formation and the next fed meeting in september and they're likely to hike rates and in addition,o th we're coming closer to the midterm elections and the iranian sanction are being re-imposed and there are still some geopolitical and outrht political domestic political issues lurking out there that i think will bel potentnd mines for investors and you have to watch for how things evolve,