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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
ELcgNenuoyqc44Hd