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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
3clkwgm8hJlmhUDZ