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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
yWScZegp5xtB3Hwx