So far, 2024 has proved a little more complicated than markets were expecting. Jay Powell, chair of the US Federal Reserve warned consistently that US rates could stay ‘higher for longer’, and indeed they have, but elsewhere rate cuts could be imminent.

We look forward to the second half of the year, bound to be dominated once again by central banks and their decisions, but also by the US presidential election. And the likely impact on financial markets.

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