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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
DteTRCmxuhgkUk7v