Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins. Today's guests: Lew Lukens, Senior Partner at Signum Global Advisors, Isabel Albarran, Investment Officer at Close Brothers Asset Management, SAP CEO Christian Klein & Edenred CEO Bertrand Dumazy.