Retrouvez l’interview croisée de Sébastien Barbe réalisée lors du cercle Agefi de Lyon, le 9 septembre, qui nous expose sa vision post Covid à moyen long terme.
Pour Sébastien Barbe passer d'un monde de "Whatever it takes" à "Wathever it costs" doit faire réfléchir à l'allocation d'actifs dans le futur. Dans un monde reflationiste il sera nécessaire d'adapter la gestion des portefeuilles pour passer sur une gestion du type "Stop & Go".
Retrouvez l'intégralité de l'interview en vidéo :
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
yuubcnmkgr4ievTT