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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
vbybwBxkbOtkqfeU