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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
fqAjVkjRMsgXWzVm