What's the Fourth Pillar of Growth?

I want to talk about your framework. You mentioned that the cent is playing a much bigger role in the market today than they used to. I'm wondering if you could just say at a high level talked about what your framework is. And how does what the government's doing in terms of running a deficit or running a surplus play into it? Sure. So I'm going to get you four pillars. The first pillar is, in terms of picking assets, you have to know what growth expectations are going to be. Inflation is interesting in that for nominal bonds for fixed income when inflation is higher, you're only receiving the same fixed income. It's a little more complicated for equities