It has been said many times that the last mile of disinflation is the most difficult. With markets betting on the timing of the first cut in interest rates, every monthly inflation number is both eagerly anticipated and closely analysed for clues.

Today we will discuss progress towards sustainably lower levels of inflation. And how bumps in the road towards disinflation could bring further divergence in equity and bond market performance.

Presented by Antoine Machado, CIO AXA IM Select France and Alex Burn CFA, Investment Manager. Hosted by Lorna Denny, Investment Specialist.