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 :
eNrNXG1v2zYQ/t5fERjYvtmyHCt2NrvFlrVbgBbLkhbdt4KWaJuOLKokZTv79aMsRZZiyrqjI2xAkUri8Tnx5Y587mhN3u3W4cWGCsl4NO24vX7ngkY+D1i0mHa+fP7QHXfevX0zWZENKYuNe/1vg/6gc+GHRMppJy3vzSiJZO/vTx9/oxqBis7bNxcTPltRX1XkEsXC3h9ELj+ROJW5mGw4Cy7WVC15MO3Eido/vZhIJfR7vN1y8Shj4tOJkz8pl66+DcvPJ04KBkBNJBUfSbQwgtLICtNPhKCRuiGKLrh4qnnfSytsJu+p5Inw6R1RyzvBNyyggVHFnISSWimZb4MHKjYhVakSI7iz8tfSCpysyO6efr81v/QvuvRG7VS333VH7sjzvOv+aDy+tlIlSl1lHgXdCMf/Nhh43tihkZPEISeBE3BfOmxNFtSJo4Uz6Lujbn/o5NJevz9KhVdS/9MT8pGKnr6wHM47LhQJWxpIJm+qc7ElPYJ+b5wwAZNxSJ7O6SoiiC6mQnuM9hqStuCz0D4s1H32Aj9KwtBBvvWX3MO09MapA7vhSaRqHM2He9uOuOGRorsGF0D0qCYzOzepdvm0ZFQaNVjB/sMj8xJxl8xC5ts6RO2yEirVl/vbps5w/gde5Vci6RfRnlv5yqKAb+Xru6vynGjp7eO9xzWCkpnQA3F1ZYdbck9VdMjupxa+tFpV+1sXECHIUwU31J6m97AX6lyENFqo5bQzunyGypXo0aO7aadfPC7tXaTi63QWSkWigIigd6S21CVHkO4xpMbylySKaIiDGhihViRkXCNyQfPrbrqj6Ao618v9EqfiEqwiUdzn61ivcLTrLzmXe/NEqBpaqdqyR4bT49nowam4gqqYCe0jsB01gqL72ps/klmIfPsxGJ+HIYklEv4aDr9e8whpXX0wutqtaZQg4V0ofEAUSYf3ETu67gClQvHFAjvALtiqmTvGDgDYjBkdI6HBlpsObFfTcMV8gvSpLth21zxAg4NNN+Yxw/Y82G5jvRRIJPg1HJwrrp5ivQrwaK49kEIuamALlnrrMyNI8xq4cPhIW1ZXJrM1w7YBbMMy1I3o4h3RAGzCMt3M6TWgm+3qkGqGaDVbFiwotr88rBokPtiorUYbbNX61ZHQYwS07vx0SUBqABu24jxULEbuH/tw+BhtzJdgY1aC0g2jWyQ+2I6zWW+38b28xGlBop804T3LwuGdtNVkV+yvSBA8IaHNZhqymTPjXOknJE6nOFVsTWOWRgBqC5CaRwDNEVdsjm3SGACsbTcQHGtZ1xBkvQ6TJSWB6RmSnvWb9Tkk1JsuJK4LwJ0lSmGpwHAAAPaJ4InEEu/hJQTaih0NhwDodLYEfIvtEA8AbbGrHQLM1tEbWr5BhwQAZumgF9XhGIJqs9oNryHIaeicKYadz169AdKQ6i2k+iuhAumfvHrrWzKp+B6vuCQBiVU6iN8tNA0wmnDQ9ea4jybLj5wENMhvwv1NL35cID2gV2+aWYd0E3a46ro9d9Bzu1m8EKnJa9DUSyN6ergTpHfxrpqANWmTHLu/9kbNsPyRYVHHTags0HvedM1H+hXvugH5eRj3YzhEBv/6QPA52yGRXSDymi2E3g3p1x/2XKSOejNdSR4NkGiXJ9FE7CPx6k1wnR6liNg/4nDVs7G9K++EitTL5v8hUesNrwiYIBHrbU5u51lCBYlotjcb0nFlMLA4TBYsks4vD7efaJTcf/3tbv8kTaVkZcgweP+kjs9LvSaeqcE9oUE8UnL78P7hTBWDBhUPT5G/FByrZeLsM1953qxU0phDo8dHiOB5NBecRiOsrQawoPWXz1PXVg2YOJlt2py6uI3m/NzzFvNtYIZ6ztP/l3n5/WEz7msaWXPc7JvlaQ0mvz6fjmst5d/ecYKswAj6+/vPtsdX9nQhMwIjNAumhokOP73SdDqGRRsqVbqWSkeP+4b5VNoePmlqy0pOs83AD4MPK6n/lJL3P5J1/LMW2D8/JOIrj7OgVlrOBS3uXybWQVXMiXJ01Tzxja0HrHJITEOky4lmkPwhNAITzxPBIOEirwuRrqZpwTWKrCukRp5EBYnuc6IQyZcpTlCdPLYDkX1OQIJk83wiTNaQHoRUPGT7YNLV5B2oTjkXB6pwlFpD1So21phaUHFMw7MIGlDykGUCVSjCaDDpGD7EpZQORPwoQwOvVCucZ09qCnclp5QnQyqSmqrpv3UJjBNFTUBFouKk1CHrcFrsOV1gftpQXV8/5wQaxIoQf4NcKWLfJFmzyhxLluLpDZJGF3osdoh2NwgaTM8gZDYig2A5tGyQfREnNkgc4q+lm6OwL7SiUbIcki1uq0FZQ60irlq+Poqx1lasBEzrpQ7Rz1MyeSizXqQSl6wVO7SkCDMCZLOoIUDwZRDQVCWP6NUUZeE5Q2ERYStf906NQhYzKy7MQuVImKG4HNaqFB956TyCooteBpuet/9FFMVYpRQ7glSohoKgNSqRHXOlLBYzfRErQZ7jbuVXVokwnw9fKhXLnxxnu932SNrKLpPaYtZGsveqvwN410jxTtA8S6p3Jt07h/JZ0j489bOhfxYUEE0D8VTQjg7aUUIkLcRRQ1t6iKWIWJqIpYpn0UU8ZbSljVbU0Z4+2lNICxqJppI4OmlFKfG0Ek0tLeilNcVE08xGqomjm69KOeG0E0E9X4F+IigohobiqCiOjuIoKYKWoqgpmJ6iKCqWpsKo6ll0FUdZ7WnrWdQVTl+hFBZIYxFUFktnUZTWktY2UNtGemtHccE0F0B1AXS3nvJa0l4r6mtHf60p8CvQYCZLP9Rv74MgbX8NYJb9Yv0VaLdtwhjxC/9zv2WR18+/mWFUp0Rinakvjhm0dhjg9v3rny84fMiitde+q4SM2lOz/9IESbcAbX3DoGplp47uYEY1+iC0mf85n7OazyzVzsrDuZ+Jk55BevvmX7BmU7w=
jMCbBpAwinZdcfzu