Sure. We flag it as a downside risk, and that's because our baseline for business investment is a very robust increase in its growth rate and its contribution to the Canadian economy. Over 2018 and 2019 we have business investment contributing almost a full percentage point to GDP growth. It's very high, especially relative to the past few years.
Underlying that we see an economy that is operating above its potential, so firms really need to expand their capacity to produce. At the same time, we've seen high levels of business confidence and business sentiment, and relatively low, at least historically low, interest rates still. Everything seems to be in place for this takeoff, and our baseline is that it is going to advance that way.
Again, we've been disappointed in the past, and that's why we flag this as a downside risk to that baseline.