Markets are approaching year end in a confident mood, anticipating interest rate cuts in the first half of next year. Despite western central banks’ repetition of the ‘higher for longer’ mantra, hopes are rising over the timing of the first cut and how quickly rates will then fall.

Today we will discuss whether current market optimism might be overstretched. Are we indeed looking towards a soft economic landing, immaculate disinflation and falling rates, or could the outlook be a little more complicated than that?

Presented by Rémi Lambert, Global Chief Investment Officer, Seamus Lyons CFA, Senior Investment Manager and Chris Iggo, Chair of the AXA IM Investment Institute and CIO of AXA IM Core. Hosted by Lorna Denny, Investment Specialist.