let's welcome back into the conversation the chief o advisor at rathbone.ith correlation to brent and wti one-for-one, that is no breaking down. why is the market not looking at oil in the way it did a few weeks back, and what do you think oil is signaling? >> obviously, is important to keep a very close eye on the oil price and what effect that will the wealth funds and whether they will be disposing of further assets, to the low end i suspect you could well see more selling. i think the reason it has broken down is that the market has moved on, and it demonstrates the schizophrenic nature of the market, when we are talking about panic and fear, and it is now focusing on the banking sector, and perhaps all along there has been this nagging fear about europe in the banking sector. that is now the epicenter of people's faults and concerns. --: two things correlated you talked about sovereign wealth fund. they are huge holders of european bank stocks, global bank stocks. and if oil prices start to come up, they decide they're going to sell so many assets, les