Credit Markets - Are You Rethinking Your Allocations?

A lot of people who we spoke to this week said that they did rethink, or they are rethinking actively, their allocations in response to the developments between ukraine with the russian invasion. Have you done the same? There is certainly kind of initial play book of inergyo political risk is very hard for markets to sustainably reflect in prices. But i think clearly here, the shock to commodities, the negative supply shock, prolonging the inflationary men is going to make this a little bit more durable in terms of market impact and economic impact.