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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
ckoAYuWQGeuTwmnZ