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Diversification remains key, as I've said a couple of times, and we'd always drive that point home.
More broadly, as we think about asset allocation, we think that the convexity of equities look quite good in terms of a strong recovery, in terms of the early nature of a cyclical recovery.
When we look at the equity markets, we would favor cyclicals over defensive, and that's been a theme that's worked and it should continue to work.