𝗪𝗶𝗻𝗻𝗶𝗻𝗴 𝘁𝗵𝗲 𝗟𝗼𝗻𝗴 𝗚𝗮𝗺𝗲 𝗶𝗻 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗼𝗳𝘁𝗲𝗻 𝗺𝗲𝗮𝗻𝘀 𝘀𝗲𝗻𝘀𝗶𝗻𝗴 𝘁𝗵𝗲 𝗺𝗼𝗼𝗱.
So we asked our community 👇
“𝘐𝘧 𝘺𝘰𝘶 𝘩𝘢𝘥 𝘵𝘰 𝘤𝘩𝘰𝘰𝘴𝘦 𝘢 𝘤𝘰𝘭𝘰𝘳 𝘵𝘰 𝘥𝘦𝘴𝘤𝘳𝘪𝘣𝘦 𝘵𝘩𝘦 𝘤𝘶𝘳𝘳𝘦𝘯𝘵 𝘮𝘢𝘳𝘬𝘦𝘵, 𝘸𝘩𝘪𝘤𝘩 𝘸𝘰𝘶𝘭𝘥 𝘪𝘵 𝘣𝘦?”
Colors speak volumes — and our IPEM Friends were realistic, logical, and imaginative in their answers. Of course, the iconic IPEM orange made an appearance 😉 but it wasn’t the only one!
🎬 𝗗𝗶𝘀𝗰𝗼𝘃𝗲𝗿 𝘁𝗵𝗲 𝗺𝗼𝗼𝗱 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗰𝗼𝗹𝗼𝗿𝘀 — 𝗮𝗻𝗱 𝗲𝘅𝗽𝗹𝗼𝗿𝗲 𝗼𝘁𝗵𝗲𝗿 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 𝘄𝗲 𝗮𝘀𝗸𝗲𝗱 𝘁𝗵𝗲 𝗜𝗣𝗘𝗠 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝘁𝘆:
👉 https://lnkd.in/eN_F7P-h
Thanks for playing along Bernard Sabrier (Unigestion), Nino Tronchetti Provera (Ambienta), Phillip Titolo, CFA (Hunter Point Capital LP), Bryan High & Stuart Mathieson (Barings), Sheel Tyle (Collective Global Management), and many more!
If you know what color is challenging, I would say this is the color velvet. Very complicated moment, but as all complicated moment is full of opportunities. Well, I'm a credit guy, so I'm typically glass half empty. So I would probably say we're in orange right now. Blue sky is clear. I'll go for green. There's lots of reasons to be very constructive. Always a little bit cautious. But if I say green, you know, bearings has blue and green in our logo. So we have bases covered maybe so green that it's veering towards the red. There is a. Newsm right now in an exuberance, you look at the multiples that companies are trading at right now, they're pretty expensive. That doesn't mean they're not going to get more expensive, but it's a good time to be in the markets.
