Clouds of uncertainty still hang over financial markets, whether about inflation, recession or the peak in the interest rate cycle. Throw in the brinkmanship surrounding the US debt ceiling and it’s no wonder markets have been range bound in recent months. 

Will the second half bring the inflection point in interest rates, or will the fight against inflation grind on until we hit recession in the major economies? And which outcome could break markets out of their trading range?

Presented by 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.