Thank you for the question. I can tell you that J-F can give you chapter and verse on the ABCP, because he was very much involved in that.
Specific to your question on how we protect against stranded assets, I'd say it's a financial filter that one puts on an investment when you're making it and when you're doing your analysis of the potential investment. By financial filter, I mean you would look at an asset to see not just what kind of cash flow you expect to get from this asset over your holding period, but also what your exit is going to look like, who the buyers will be and what you think the exit price might be. That's when you really get into the stranded asset issue.
Let's take the extreme example of a coal mine. If you were looking to invest in a coal mine, you might get a great return over a period of time, but at the end of your holding period, it may have a zero value. It may even have a negative value if you have to remediate the hole in the ground.
We take that into account in doing the full assessment of the asset. We find that we just become non-buyers or non-investors of things where we can identify a potential for it to become a stranded asset either for us or for the next buyer, who we think wouldn't pay value for it.