taylor: from new york city, i'm taylor riggs in for jonathan ferro. "bloomberg real yield" starts right now. ♪ taylor: coming up, the bottom line at davos. the global economy is not on the brink of going bust but the risks are mounting. plus, the warning from guggenheim's scott minerd. the leverage loan market is likely to get worse. an economic slowdown in credit. concerns for jay powell heading into next week's fomc meeting. we start with the big issue, uncertainty in the air at davos. >> people have certainly diminished their growth expectations and you are hearing all about that at davos. we don't think they have done it enough. >> i think the u.s. economy will grow at a lower rate than last year, and china will grow at a lower rate. >> although we have downgraded our forecast, the two countries that we have not downgraded are the u.s. and china. >> you have a growth that kicked up to a higher level and is coming down a little bit. that makes people nervous. >> we see an economy that is absolutely slowing in terms of growth but not stalling by any

taylor: ok, two for one.ed loan performance, the big run-up we had in january, a predictor for the rest of the year? iain? iain: yes. jose: yes. noelle: yes. taylor: ok. finally do bbb's continue to be the outperformer in the investment grade market? iain: yes. jose: i would say no. noelle: i would say yes. taylor: two out of three. thank you. noelle corum from invesco, jose rasco from hsbc private bank americas, and iain stealey from j.p. morgan asset management. from new york, that does it for us. we will see you next friday at 1:00 p.m. new york time, 6:00 in london. this is bloomberg. ♪ alix: trump challenges maduro. president donald trump calls the maduro regime illegitimate and recognizes the opposition leader and waves u.s. oil sanctions while nicolas maduro faces of -- faces a violent protests. saudi arabia's lng bet for the future. we sit down to find out if natural gas is a big part of their future. trade war bite. a company prepares to take a hit of $100 billion. soybean prices dragged down. compet

this is bloomberg. ♪ taylor: i'm taylor riggs. this is "bloomberg real yield."lock,at the auction where that drought in high-yield is over. a week that saw the most u.s. junk-bond issuance since early august saw bonds refinance some of its money $1 billion debt load in an upside deal. helpedle in europe, ibm to wake europe's slope rating market. the company sold its largest eurobond deal ever. spain got record orders, 53 billion dollars, in the 10-year sovereign bond sale. investors clamoring for that yield offered by prefer euro area debt. while i'm at the desk, of course, jonathan ferro, he was out with tom keene at the world economic forum in davos, switzerland. they caught up with guggenheim's got minored to ask him about the leveraged loan market in 2019. >> i think it gets worse. when you look at the incremental issuance of new leveraged loans versus the incremental issuance of cielo's, they basically, all the new incremental supply of loans, those people in many cases have sold the risk away. so all they are looking for it is to get the assets so they can

taylor: i'm taylor riggs in for vonnie quinn. welcome to "bloomberg markets.": global stocks are lower. citibank kicking off the earnings season and the numbers were not great. taylor will have more on that in a moment. european stocks are down by .6%. we saw the slump in asia. the trade data with bowling into -- the trade data riffling into asia. today's low volume session does not tell us we have reached a turning point in this rally since we have seen beginning this year. you would have thought german stocks would have been in an underperforming position, but they are not, which is interesting. maybe the bad news is priced into the german auto sector. deutsche bank remains under pressure. what we are monitoring is the brexit story as we head towards tomorrow's big votes in the house of commons, and theresa may is expected to lead. today, the pound is absolutely flat. are 30 minutes into the trading session in the u.s., and we are seeing the s&p lower. really led by tech. you start to get a little nervous. but let's look at citigroup. we were off 1% this morn

i knew the ball was going to go tojohn taylor and i was happy to seejohn taylor go tojohn taylor andeejoe make that are, and everything just, it became real. is everything just, it became real. is everything that you wish for as a football player and we were very fortu nate to football player and we were very fortunate to be able to win the super bowl. —— throw. lebronjames was back in training for the los angeles lakers on monday, but no date has been set for his return. he's been out of action since december with a groin injury. in that time, he's missed 16 games — the longest layoff of his career. we gig“.-- e.-t -.e. -- we ta: his tiezz:z tzzt zztt: zz we has: his 5:3 contact. -- yesterday, we saw his half contact. today, we got up and down with an short scrummagers and he got a bunch of shops. tonight, we will see how it feels tomorrow morning and we will just take care it feels tomorrow morning and we willjust take care of them. we will keep taking it day by day and see how he is doing. finally, this was the festival is body. that thank you forjoining “ us. hello. i hope you ma

let's go back to god and taylor -- guy and taylor. taylor: david westin.uy, let me quickly recap some of those faa headlines. aviational it h administration has halted inbound flights to laguardia airport because of a shortage of air traffic controllers. this does escalate the pressure on the president trump and d.c. lawmakers to end the government shutdown. there is a lack of air traffic control workers down in the d.c. area. that is what caused this. we have some stock corrections and the major airlines turning negative initially on the news. some are now rebounding. the headlines. federal has halted inbound flights into new york laguardia airport. this is bloomberg. ♪ taylor: live from new york, i am taylor riggs. guy: i am guy johnson. this is bloomberg markets. the s&p has rallied on the faa news. i wonder whether or not the market is saying, you know what, this could be something that encourages the politicians to get a deal done here. as a result of which we can take this as being a positive moment. fascinating it spiked or moved higher at the momen

commissioner taylor? commissioner taylor? >> commissioner taylor: so commissioner hamasaki took part in the committee on 3.06. it was a good meeting. we got a lot of good, important work done, and we got some forms of agreement i think with everyone in the room. there were things we were able to agree on, and action items that i think the department will be moving forward on, and all of those things were heartening. there's a lot of good work left to be done, and so i think that everyone in the working group was motivated and positive about getting things done quickly given how important these things are for our victims. so we're going to be meeting in the next couple of weeks -- i forgot when it was. >> clerk: 28th, 9:00 a.m. at the public safety building. >> commissioner taylor: yeah, and hopefully, we can hammer through the remaining items and get this work done quickly so that victim survivors will be able to access what they need quickly. >> commissioner mazzucco: thank you for doing that. >> commissioner hamasaki: can i

. >> ridge: taylor? >> taylor: ridge? >> ridge: taylor! >> taylor: what? what are you doing here?hy don't you answer your phone? hi. >> taylor: what? >> ridge: is kelly okay? >> taylor: of course she is. why? why wouldn't she be? >> ridge: because i got a note saying to come see you. pam gave it to me. it was underlined. what does that mean? >> taylor: oh, my gosh. the hazards of leaving messages with pam. she's fine. she's healthy as a horse. >> ridge: okay. good. 'cause when she had that cough, it just tore me up. >> taylor: oh, i know. you always thought every stuffy nose was cholera. >> ridge: well, as a parent, you've got to be careful. as a grandparent, you got to be really careful. >> taylor: well, you better get ready for one more. kelly's about to have a baby sister. >> carter: okay, these are copies. you don't have to sign them. >> flo: okay. >> carter: this is the adoption

taylor: you had the nail on the head. ofn as we were getting some those headlines crossing about shutrdia and flights being down inbound and outbound, the stoxx did continue to rally. all risky assets are rising for the day here. up.500 you are seeing some of those gains being extended, but not as quickly now. some of the big draggers in the semiconductor index or intel. some concerns they are about growth in the cloud business. you are seeing the 10 year yield rise up about three basis points. it is really a risky sort of day where everything is correlated, led by crude. bloomberg dollar index off about 6/10 of 1%, touching near its 200 day moving average. sounding awful lot like tom keene there. let's get back to our developing story. inbound flights are now resuming at laguardia airport. the faa saying, "we have experienced an increase in sick leave to air traffic control facilities. we are just to a safe rate to match available controller resources." joining us now, kevin cirilli from the white house. the first reacti

taylor: i'm taylor riggs. this is the european close on "bloomberg markets." vonnie: let's talk about the reading --guy: let's talk about the reaction in european markets. big reaction to mario draghi and his press conference earlier. you can see the rollover we saw during mario draghi's press conference. it bounced back a little bit after draghi said we do still have tools in the toolbox. it is going to be interesting to see what the next couple of meetings deliver in terms of the message coming out. i want to show you what some of the other asset prices look like right now. let's show you what is happening with the stoxx 600. in europe, up by about 1/10 of 1%. some continental markets doing a bit better. tech doing very well to buy. good numberswith today, pushing investors past fears about what is happening to apple right now. you are seeing that reflected on both sides of the atlantic right now. cro trending up by 10.12%. the german ten-year trading with a 0.19 handle. a 0.18 at one point. bund yields has changed on this incredible trajectory that we've be

taylor: i am taylor riggs m4 vonnie quinn -- in for vonnie quinn. talk about european markets. we are down but coming back for the flat line. stocks getting a bit of a boost late in the day. would bepect that citi negative and those numbers would translate into a wider negative story in the u.s. does not seem to be happening. the european markets only down by 0.4 percent. german bank yields moving higher over the last few minutes, flat. a more positive narrative coming into the markets over the last half hour. a big day tomorrow for the british pound. theresa may's brexit deal expected to be voted down by the parliamentarians. the question is how big will that loss be. had a letter today from brussels, suggesting there may be some changes around the northern ireland backstop, but no substantial changes. the pound a little stronger today. we are still trying to figure out what plan b looks like for britain and brexit. maybe plan b does stand for brexit, but who knows. inlor: the major averages the u.s., you are seeing a small recovery. we are off the lows of the session but stil

taylor.pledge of allegiance] >> clerk: commissioner m mazzucco, i'd like to call roll. >> commissioner mazzucco: please do. [ro [ro [roll call] >> clerk: commissioner mazzucco, you have a quorum. also with us today is the chief of police, william scott, and the director of police accountability, paul henderson. >> commissioner mazzucco: thank you. ladies and gentlemen, welcome to the january 16, 2019 meeting of the san francisco police commission. without further adieu, please call the next item. [agenda item read]. >> commissioner mazzucco: thank you. before we proceed, just so you know, line item one is off calendar, the adoption of minutes. >> clerk: did i skip it? >> commissioner mazzucco: no. we can take it off calendar. >> clerk: no, no, it's okay. item one, adoption of meeting minutes of december 5, and december 12, 2018. >> commissioner mazzucco: commissioners, in your packets, you have your minutes -- although i don't see them. >> clerk: no, they're there. >> commissioner mazzucco: t

taylor: you are hoping for 2019?the major depressive program will end in 2020 and we will file hopefully in that year. it is a little early to guess but that is our optimistic scenario. meantime, we are planning to launch the drug for postpartum this year. taylor: you have indicated pricing is $20,000 to $30,000. do you have pricing for sage-217? >> it is too early to guess for that. for the other, we had it based on the value it shows. in that study, women with postpartum got better in 2.5 days with intravenous therapy and maintained it for at least a month out. we are hoping sage-217 will offer similar value. taylor: i have to ask about broader m&a. there is speculation about being a takeover target. are you in discussions about an m&a deal? >> we cannot comment on those things. i think the team at sage has done a magnificent job bringing molecules forward. if you think about where we are today from five years ago, we started with no assets. we have four assets. we are about to commercialize one. we have done this

commissioner taylor, you were still -- >> commissioner taylor: yeah. i just want to commend you for processing these cases in a timely fashion. i know we have problems processing them in a timely manner in other places in the country. 162 only leading to -- >> 12. >> commissioner taylor: no, no, 162 evidence kits leading to 12 charges, and i just think about the victims out there that have, you know, no resolution. is there any way next time you come before us that you can report on what the d.a.'s office did, if we can get that information, what cases were declined and the declined number. >> yes, i can get that. the turnaround time is pretty quick. that's due to the staffing and policies and materials that were implemented by director sanchez and his management team. it is the intend of staff and lab personnel to decrease the turnaround time, so i hope to report out the next time, next reporting period, that we've reduced to 45 days and continue to report on testing. >> commissioner mazzucco: thank you. >> if i can, deputy chief connolly, i want to g

taylor is then seen on video ...ng over the counter and grabbing the shirt of yasmine james.. james responds by punching him several times in the face. taylor is charged with two- counts of simple battery for grabbing james and for kicking another worker in the stomach as he was being escorted out. crime is going down in crime is going down in san francisco. i will have the details in a live report. (james) welcome back to the kron four morning news... lets start the half hour with a check of weather and traffic... some more sunshine today but amid increasing cloud cover leading us into what will be a cloudy, windy and rainy weekend, most notably on saturday. temperatures will peak into a range of 50's again with little change in temperatures expected into the weekend. major hot spot accident cleared in hayward sb 880 at whipple slow from 92. (2-shot) ( darya ) new this morning... violent crimes are decreasing in some bay area cities.( james ) will tran is live in san francisco with the latest numbers. new this morni

jo taylor, bbc news, peterborough.7:30pm on bbc one in the east of england — and then afterwards across the uk on the iplayer. stay with us for ‘the papers' in a few minutes — but first time for a look at the weather with chris fawkes. hi there. for many of us it has been another mild day today, but the weather is set to turn colder towards the end of the week ahead. we do have a whiff of winter in the air tonight, because we have got a cold front moving in across northern scotland, and behind that, yes, the air is properly turning colder, we will see a few sleet or perhaps snow showers pushing into shetland for a time overnight. it's a glancing blow of cold air and the cold really limited to scotland, where a frost will set in in the countryside. away from that, there is too much in the way of cloud or breeze for it to be particularly cold overnight. temperatures more widely round six to eight degrees. after a sunny and frosty start to the day in scotland, the weather will cloud over, and through the afternoon we will

. >> yes, it was literally an olive branch that finally ended the bad blood between taylor swift and katy perry. katy sent it to taylor when she started her reputation tour. >> we're still holding out that s sarah jessica parker and kim catrall can patch up their feud. >> we have never been friends. we've been colleague. >> that's not the way i recall our experience. >> despite reports catrall's outrageous demands is why a third movie isn't happening, kim said she didn't want the project. kim gotten more heated when kim's brother died when sjp sent condolences. >> you just want to let someone know you're thinking about them.

van taylor represents the state's third district. he was previously a member of the texas state legislature, serving terms in both the state house and senate. before his political career, representative taylor saw combat in iraq as a member of the u.s. marine corps. and in the sixth district, ron wright succeeded congressman joe barton for whom he had once worked as both chief of staff and district director. earlier in his career, he was on the city council of arlington, texas. >>> new congress, new leaders. watch it all on c-span. >>> sunday on "q & a," author and columnist, james grant. >> i make my living by writing about markets in something called grants interest rate observer, which is much too expensive for some of the people out there. i think the trouble lies not so much in wall street as -- wall street is what it is. it's been a name either -- not so widely revered. an infamous name. wall street is an epithet,

i'm already mentally putting her and kelly in matching outfits. >> taylor: oh!isn't wrong to get excited. >> steffy: well, it isn't wrong to be careful, either. like, is it too premature of me to ask amelia to come over to watch kelly? >> taylor: they'll call back. i know they will. >> steffy: if i see her... i'll know, right? >> taylor: just trust your instincts. >> steffy: yeah. i'll think... "this is a cute baby," or

taylor schofield was treated at the scene but died a short time later. in beswickjust after 6pm yesterday. greater manchester police said they are trying to establish the full details of what happened. a grey volkswagen golf was abandoned nearby. they're asking anybody with information to come forward. today, people living in this close community came out to lay flowers, including members of taylor's family. friends and neighbours say they are devastated. it's heartbreaking, it's absolutely awful what's happened, it's absolutely devastating. my thoughts are with his family and obviously all the close friends and stuff that have been affected by it. it's absolutely devastating. the police investigation into what's happened here is still ongoing but people in the neighbourhood say this has been a dangerous road for years. how many lives have got to be taken before they step... ? they need bumps on this road to stop it. it's disgusting. something needs to be done. some of the children coming to pay their respects have been very young. a member of staff says

jo taylor, bbc news, peterborough.ast of england — and then afterwards across the uk on the iplayer. the french beauty giant — l'0ccitane — is taking over britain's biggest independent skincare, elemis, which was founded in 1990. the deal is worth 700 million pounds. l'0ccitane's management said they had long admired elemis for a commitment to natural ingredients and scientific innovation. now it's time for a look at the weather with susan powell. hello. think the sunshine across the uk today in contrast to yesterday, we've also had a fair number of weather watcher pictures like this. featuring rainbows and most of them have come in from the north west of scotland. the win also affected scotla nd scotland. the win also affected scotland and northern england, it will start to use out of the evening and the showers will peter out but hidden in here is our weatherfront which will gradually start to introduce him multiply colder air to the far north of the uk. to the south, which is a frost free and a widespread for scotla

turn to admission of adam mesh trading group and later we'll look at that point the bumpy road with taylor letterman of simpler trading and whether twenty nineteen could be a boom or a bust year all that directly ahead but first we have some headlines let's go. to more signs of a slowdown in china lead our global report today as the chinese manufacturing sector shrinks adding to the list of downward trending indicators for china and the global economy on the first for the first full global trading day of twenty nineteen the latest figures for the key purchasing managers index or p.m.i. showing fall of forty nine point four percent from a flat fifty the chinese p.m.i. has not been above fifty the line between expansion and contraction since july of twenty eight teams and the latest reading is the lowest since. feb of twenty sixteen when the p.m.i. fell to forty nine the fall in the p.m.i. also defied was lower than most surveys and analysts had forecasted a broader composite p.m.i. that adds the service sector activity to the equation showed a smaller december drop of fifty two point six fr

. ♪ >> taylor: so, how is my precious little granddaughter?> steffy: she's probably wondering why her mother keeps hovering. >> taylor: well, that is understandable, honey, especially after what happened with hope and liam's baby. i don't want to let her out of my sight, either. >> steffy: amelia will be here shortly, and then we can go to granddad's. >> taylor: it's really wonderful, what eric's doing so that they can have family and friends around them. >> steffy: we need to show hope and liam that their loss is our loss. surround them with love and support. >> taylor: i was surprised that brooke invited me. i'm touched, but i'm surprised.

i hope to hear from you soon, taylor.

taylor? >> i'm amused when glad he mentioned the point, the accusation that i'm cherry picking fact and data, but he did not say that when mr. taylor said is wrong, he did not point out any errors in what i said, he said it is cherry picked. you present objective data and you back it up with government sources and they are the ones presenting the data, you backup the objective data and they say you're just cherry picking or misrepresenting. show me how. i said 2017 because tiernan did so first, she said it was a record year for natural disasters but if you look at the data for hurricanes and tornadoes you see that there has been less of these events in 2017, and trendlines have been decreasing for decades. just because global warming exist is not mean it will take away every hurricane, tornado, flood, and wildfire that exist. there were four hurricanes last year, but if you look at the data you will see a longtime declining trend in the number of hurricanes. you can see as far as wildfires, w

. >> jack taylor is in with a look at the roads and rails. let's start with your forecast and chuck bell. >> good morning, everybody. after a fairly nice day to be outside,ng meat wasn't raining, had some rain overnight. rain s another chance of showers this evening. between now and then, it's going to be a very nice day to be outskie. the s are clearing up. still, a couple ofprinkles that could graze southern st. mary's county. it is a drying dtrend. he sunshine will be around for much of the day. your prep list, low to medium this morng. later today, sunroofs open. there you go. current temperatures, 38 in fair fairfax, 40 free drooe degrees marlboro. 60 degrees today. chance of rain showers com this evening. jack taylor, there's not another day in the next ten-day fecast higher than 50 degrees. >> the last day to put the topep down on the all right. duly noted. if you're riding in virginia, hotween pointf rocks and leesburg, they'rng to have all >>> here with at the live desk with breaking news overseas. at least three people are dead afte

i still hope we can find a way to be one big family. >> taylor: yeah, me too. never had much of a family feeling for brooke. but, then again, a child can heal everything.

taylor: talk about competition. some analysts have said the cvs -at new deal was to get ahead of the amazon pill packs, how do you view your entrance into the market and increasingly more and more competition? larry: there is no question that health care is on many radar screens, whether it is existing companies or startups, and everybody is focused on what is their answer to some of the health care challenges that we talked about? we love our strategy. our strategy puts the consumer at the nucleus of that strategy, recognizing that there is a growing need for consumerism and health care. we are excited with our vision for the future, and how it comes to life. taylor: so much of the other headline risks we do see come out from washington around drug pricing pressures. what is your blueprint contingency plan around pressures from washington when it comes to drug pricing? larry: as you look at the administration's blueprints. -- blueprint, first of all, we are aligned in the need to andce drug prices further, to reduc

taylor: i want to talk about the fidelis deal? ?appetite for more m&a q1 more organic growth? >> we want both. our team is outstanding and they're still all there. find more like that, we would all a lot more companies like that. thatpetite is strong for type. organic growth is strong. the business is strong. what are your contingency plans if there is a repeal of the aca? incomeyour operating comes from that. how concerned are you about any repeal? >> i'm not. i'm not going to save bulletproof. nobody believes it will be reversed. it won't be 5-4 on the supreme court. ago and iwo weeks said this judge will rule that way and everybody knew it. when it's placed in that court, they knew the outcome. they've already filed the appeal. -- they haved asked for a review and i believe if the appeals court reverses it, the supreme court will review this and refuse to see yet. you told me you have a clear medical bill, you are young. a plan.o ask about what conversations are you in a better replacement for you if and when you choose to step d

jo taylor, bbc news, peterborough.in the east of england — and then afterwards across the uk on the iplayer. the us secretary of state, mike pompeo says he is optimistic that washington and turkey can agree on a way to protect america's kurdish allies in syria after its troops leave the country. mr pompeo was speaking in the united arab emirates during a middle east tour aimed at reassuring allies after president trump abruptly announced his decision to withdraw us troops. our correspondent barbara plett usher is in riyadh and has been following his tour. he was notably short on details, just saying he thought there could possibly be an agreement that would address turkey's legitimate concerns about legitimate terror threats but also at the same time protect those kurdish allies that are fighting alongside the united states against islamic state group who he said were not terrorists. we know the turks do regard them as a serious security threat — they see them as an extension of turkish kurdish groups that have been fi

taylor: talk to be abouttaylor: -- taylor: talk to me about new pipeline of drugs.t are the drugs you are looking at that could be a hit? christophe: we have now 21 assets in phase two in phase three. -- and phase three. many of these assets have a potential to be highly lucrative. -- highly innovative. we are also expecting vaccine this year. taylor: as we think about your business, and you came in, he talked about three key areas of growth. you now have four, the b plus one or two others, as you feel in terms of being right sized or too bloated as you look at your key areas of focus? that youe: we think don't want to be too narrow on one area for a large company like us. we are focusing on four types of disease. european vaccines are slightly different types of research. four therapy areas of a company we areillion revenue, around 3.5 4 billion per year. we can be very competitive. caroline: that was our competitive with the ceo of takeda pharmaceutical. the company has agreed to save 425 stores with alternative. verizon is reassuring investors its growth remains

taylor: this has been all about the consumer and consumerism.t you doing to help lower the cost for the consumer and create a better cost for the consumer? inour headquarters is seattle. we are in amazon country. if anyone knows the consumer it is amazon. we hired a bunch of their people. focus has been how do we make things easier for the consumer? digital solutions. flow. can access consumers us online. we also want to meet consumers where they are. them onlineg telehealth visits. we look at consumers as the next wave for us to meet our patienaq where they are. tough to me about digital strategy and talk about the disruptions that will drive the change in your business. >> i think consumers want to go on the iphone, they want to schedule their appointment, they want to pick their own dr., they want to come in when they want to, where they want to, they want their information on why. company thatn a allows for a doctor to click and put an application into your medical records. that really facilitates that communication between a clinician and t

taylor about the heartland institute. guest it's also a nonprofit : organization and we believe in advocating for individual freedom and liberty, social and economic. that's one of the reasons we are concerned about the green new deal. host: you get funding by other means? guest: it could be individuals, foundations, corporations, but less than most organizations. host: when it comes to this idea of the green new deal, what is it that it does? is there a blueprint? guest: we are excited about the idea of a green new deal, and we are thrilled by the energy and enthusiasm that new and returning members of congress are bringing to the needs to combat the climate crisis, which has never been greater. at the center of the green deal is the effort to get to 100% renewable energy, but we are very excited about that. as we were working with our partners across the country on a new campaign called the clean energy for all campaign to give communities the power to choose pollution free communities and commit to 100% renewable energ

here to help us tailor lettermen of simpler trade we love simpler trade love tale happy new year taylor thanks for being with us again i can hear you thanks for having me so first of all let's talk about this terrible tumble last year and what you foresee going into this year we were starting pretty far down so defends look rosier there's some problems on the horizon taylor i mean i think we're starting off the year on a great foot everything is green across the board so off to a good start but still a lot of work to be done in a couple market for us to really get back and see some emergence and growth well let's talk about that work tailor what are the things that out there that would be determinative i mean when we're dispy king had a measure moment ago we were talking about trade wars and what the president might say we didn't talk about earnings reports etc you know the fed in equities markets but crypto is different you know there are a lot of the external factors aren't the same as they are in the equities what are the sorts of things that investors should be looking to to try to