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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
ZLpESBICqGhjWQyD