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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
ESrYknSfTrBHUuzE