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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
INCyZMajiiwrimAd