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 :
eNrFXFtv2zoSfu+vCAycfbNl+ZI459gtujntngAtNidp0X0LaIm26ciiSlK201+/1CWyFFPWDB3tAkUqicNvxMsM+c3Qmn7Yb4KLLRWS8XDWcXv9zgUNPe6zcDnrfP/2uTvpfHj/bromW1IWm/T6j4P+oHPhBUTKWScp780pCWXvP1+//Ek1AhWd9+8upny+pp6qyMWKBb2/iFx9JVEiczHdcuZfbKhacX/WiWKVPr2YSiX0e7zfcfEkI+LRqZM/KZeuH0fl51MnAQOgxpKKLyRcGkFpaIXpxULQUN0QRZdcPNe879AKm8l7KnksPHpH1OpO8C3zqW9UsSCBpFZKFjv/gYptQFWixAjurL2NtAIna7K/pz9vzS/9UZfeqL3q9rvulXs17g/dq8uxO7BSJUpdZR4F3QjHexwMxuOJQ0Mnvx+OBpNhcU/m4nE8dK/TB1L/05PwiYqevrAcwjsuFAlaGjwmb6rzryU9gv5snCQ+k1FAns/pKiKILqZCe4n2GpK04JvQfivQffYKP4yDwEG+9ffcq7T0xonTuuFxqGqcy+d724644aGi+wazJ3pU47mda1T7fFoyKo0arGB/8dC8LNzF84B5tk5Qu6mYSvX9/rapM5z/kyf5J5H0u2jPlfxgoc938u1dVHketPT2UepljaDpQPQvL+1wSy6pig7Z5dTCl1alan/rAiIEea7gBtq79B5Soc5FQMOlWs06V8MXqFyJHj26n3X6xePSHkUqvklmoVQk9Inwe0dqS11yBOkeQ2osb0XCkAY4qIERak0CxjUiFzS/7iY7h66gC72sr3AqhmAVseIe30R6VaNdb8W5TM0ToWpkpWrHnhhOz9hGD07FJVTFXGgfge2oKyi6pz34E5kHyLefgPF5EJBIIuGv4fCbDQ+R1tUHo6v9hoYxEt6FwvtEkWR4n7Cj6w5QKhRfLrED7IKtmrkT7ACAzZjRCRIabLnJwHY13VbMI0if6oJtd8N9NDjYdCMeMWzPg+020kuBRIJfw8G54uo50qsADxfaAynkoga2YKm3PnOCNK+BC4cPtWV1ZTzfMGwbwDYsA92ILt4RDcAmLJPNnF4DutmuDqlmhFazY/6SYvtrjFWDxAcbtdVog61avzoSeoKA1p2fLAlIDWDDVpwHikXI/WMfDh+hjXkINmYlKN0yukPig+04m/V2G9/hEKcFiX7ShFOWhcM7aavxvthfEd9/RkKbzTRgc2fOudJPSJRMcarYhkYsiQDUFiA1XwE0h1yxBbZJEwCwtl1fcKxlXUOQ9TpMVpT4pmdIetZv1ueQQG+6kLguAHceK4WlAqMBANgjgscSS7xHQwi0FTsajQDQyWzx+Q7bIWMAtMWudgQwW0dvaPkWHRIAmKWDXlRHEwiqzWo3uoYgJ+Fyphh2Po/rDZAGVG8h1d8xFUj/NK63vhWTiqd4xSXxSaSSQfxpoWmA0YSDrjdHtiFLKr9w4lM/vwnSm170tER6wHG9aWYd0o3Z4arr9txBz+1m8UKkpnGDpl4S0dPDHSO9y/iyCViTNsmx++vxVTMsf2JY1EkTKvP1njdZ85F+ZXzdgPwyjOkYjpDBvz4QfMH2SGQXiLxhS6F3Q/r1Rz0XqaPeTNeShwMk2vAkmog8JF69CW6SIxMh+yUOVz0b27scn1CReNn8PyRqveEVARMkYr3Nyd0iS6ggEc32ZkM6Lg0GFgXxkoXS+fhw+5WG8f2PP+/SJ0kqJStDhsH7J3V8W+k18UwN7gkN4omS24dPD2eqGDSoeHgOvZXgWC1TJ8185XmzUkljDo0eHxWC59FccBqNsLYawPzWXz5PV1s1YOpktmlz0uI2XPBzz1gsdr4Z6iU3/7/OxacHybinqWPNUbJHy1MZTP54OfnWWpq/vSMEWYER9F+fvtkeU0kpQjbxjdDMnxkmN/yUStMpGBZuqVTJ+ikdPe5b5lFpe8ikqS1rOcs2AL8NPq+l/lNK2P+DbKI/tED6/JB8rzzOAllJORe0uH+dTAdVMSfH0VXzZDe2HrDKIRkNkS4nl0Hyh3AITDxP/oKEi1wuRLqamgXXKDKtkBp54hQkmuZBIZKv05qgOnk8ByL7knQEyeY5RJisISUIqXjI8MGkqwk7UJ1y/g1U4SidhqpVbKYxtaDimIZnUTOg5CGzBKpQhM5g0hF8iEtpHIj4UVYGXqlWOM+Y1BTuS04pT4BUJDU903/rkhYnipqAiuTESalDpuG02EuKwPy0obq+fskDNIgVYf0GuVKUvkmyZpU5lizF0BskjS70WOwQ4W4QNJieQchsRAbBcjjZIPsqNmyQOMRcSzdHoV5oRaNkOQxb3FYDsYZaRSy1fH0UV62tWAmS1ksdIp6nZPLwZb1IJRZZK3ZoSRFaBMhmkUKA4OvAn6lKHsWrKcpCcobCIqpWvu6dGoUsTlZcmIXK0S9DcTmUVSk+8tJ51EQXvQ4wvWz/i8iJsUopXgSpUA3/QGtUojnmSln8ZfYqPoI8u93KL6hiYT4TvlIqkr87zm6365GklV0mtcVsjGTv7PP+Hxpp3QlqZ0nvzqR459A8S6qHp3s2lM+C9qGpH57+2VFAOxqIpII4OmhLCbG0EEsNsfTwLIqIp4m2VNGKLtpTRnvaaEEd0fQRRyGtaCSeSqLppAWltKaVaGrZSC9xFPNNaSacaiLo5htQTgTtxFBPHP3EUVAcDUVQURQdBVNSFC3FUlMYPT2LouJoqj1VPYuuwikrlLYCqSuCvmIpLIrGWlLZBjrbSGntaC2Y2gLoLYDi1tNcS6prRXftKK817X0D6stk6Uf47X3go+1f+s+zX6a/AdW2TRIjfr1/7ncq8vr59zCM6pSIrbPzxdGC1g4A3H56+zMFh49UtPbad5UwUXtq0q9IkGQL0Na3CqpWduqIDmZUw89Cm/m/FwtW89mk2ll5ON8zdZKzRu/f/Rc7AUNe
dA4ChromDfOmlfyV