we ha we have phil makatelli and margaret patel how much weakness might we still expect to see in the markets >> that's a great question, kelly, and it's great to see you today. the fiscal stimulus, we believe, has been postponed, not canceled for a number of reasons, including the calendar mike and nisha were talking about in your last segment however, this does not change the fact that we are on a sustainable recovery this is not a double dip this is not a death knell to the recovery, kelly, we are investing with both overweight to equity, which we've reduced a little bit as we head to the election, but we're still overweight, but more importantly, kelly, this is a really good environment for credit as long as you're picking your credits actively, and you talked about some of the sectors in that last segment. less has to go right for you to be right on the credit trade and i think that's really important right now for investors to get as much carry or yield in their portfolio as they can to wait out the volatility and then to get back on the recovery story. >> it certainly argues fo