." >> reporter: if it's earnings season, it's rebecca corbin.me you, corbin advisers, of course. >> good to be back >> reporter: what was the cutoff survey for the survey? >> september 11 through october 2, 79 global institutional investors totaling almost $800 billion in equity assets >> reporter: october 2nd they missed some of the biggest volatility >> these are not traders these are long-term investors focused on the market. i was sitting in my airplane seat on the way thinking today would be a rebound >> reporter: did they see anything in the crystal ball >> absolutely. they took 35% cash out of the market october is notorious for being extremely volatile it's the third quarter we see more preannouncements and we have inflation, input costs and tariffs. >> reporter: so rising interest rates has been the theme and its effects on equities, it's part of that input cost turnstile so input costs and tariffs is the biggest worry. >> we have had a very strong economic backdrop, great growth from these organizations they've put in dealing with inpu