let's get back to our guest, guy monson, and simon kennedy also joins us.hank you for sticking around. when you look at brexit, we were talking before the break about how you position yourself ahead of that referendum. ? i would position myself broadly for a remain, for three reasons. i think that markets have consistently underperformed, and europe is at a 25 year performance discount, and a 10 year valuation discount. we are tilted toward quality, high yields, and within many cap tilt. francine: the base assumption being that brexit will not happen. what happens if it does? >> if he gets voted through, your european and u.k. equities are protected by weakness in the euro and in the pound. 71% of earnings come from abroad, so you will have a currency buffer. i think valuations are so low, that there's not an enormous amount to fall. thirdly, i think all markets will fall in line, so i don't see a huge risk of underperformance. francine: how much should we trust the polls? there's another one coming the day before, and it shows things have shifted. pollster

reporting, ali monson, good for utah. >> probably has her hands full with that day job.andchildren and 22 great grandchildren. now a high school diploma to go with that. >> the diploma was based on life experience, but she said she never expected to get one, but what i would have loved to see go through the whole process, she went to the prom as well. it would be fun. >> maybe that will happen next year. >> exactly. next year, college and spring break. >> bring it on. >> see you there. >> that's the news for this half hour. hour. >> that's the news for this half hour. i thought, "the red cross does katrina. they don't help single moms. hi. hi. what happened to our house last year? it flooded. and the water flooded out. yeah. the red cross arranged the hotel for us. they gave me that break, that leverage, to be able to get it together and... take care of them, you know? i feel like we've come full circle. like that! this is how i'll do it. sarah: there you go. >>> >>> this morning on "world news now," serious storms made it a wet and wild end to the weekend for tens of mi