good morning, ursula. >> good morning. >> thanks for being with us. very special day.e're debuting on facebook live as well. >> exciting. >>> what do you make of the rally, first of all, that we've seen since the brexit referendum? >> absolutely. very interesting. that's one of the things we're discussing with the investors at the moment. if i look at how investors are reacting in terms of the flows, i see two main areas of attention in the market. safety is certainly one. seen an -- it's the exposure at most year to date, at most since brexit and we've seen inflows since the exposures. i see the yield in terms of -- dividend pay is and so on. within the uk die verge ens between large cap and mid cap has been -- from a perspective as well. overall, to go back to your point, large cap are benefiting from a diversified business model, exposure to u.s. dollar, hence exposure to the weakening pound. overall, it's an interesting space to watch. >> we've been talking a lot about the inflow seen into some of the commodity stocks as well and the actual commodities as well. lik