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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
rdvvRcWdnlj3HkgB