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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
AEzvIlc5nfaHlDYM