David Page

Head of Macro Research

Economics provides a way of seeing how society fits together - and by testing economic theory against real outcomes, our research can provide real value for investors.

David is Head of AXA IM’s Macro Research team, which is comprised of economists in London, Paris and Hong Kong. He is also a member of the AXA IM Investment Institute Advisory Committee.
 

The Macro Research team provides global forecasts and analysis of macroeconomic and market developments across the world. He joined AXA IM in 2014 as a Senior Economist in the Research and Investment Strategy team, providing macroeconomic and market analysis, chiefly on the US and UK economies.

Prior to AXA IM, David spent four years with Lloyds Banking Group where he worked as the primary fixed income macroeconomist, with a specific emphasis on the UK. Before that, he spent 10 years with Investec, working most recently in the Securities team providing macroeconomic advice for the Group, specialising in UK and European affairs.

David initially joined Investec in the Treasury and Specialised Finance area, supporting interest rate trading activities. He started his career in the Government Economic Service in 1996, working in the Office of Electricity Regulation and subsequently for the Debt Management Office. David holds a Master’s degree in Economics from the University of Warwick and a Bachelor’s degree in Economics from the University of York.

Meet David Page, Head of Macro Research
China: Navigating its way out of 'Zero-Covid'
Macroeconomics Macroeconomic Research

China: Navigating its way out of 'Zero-Covid'

  • by Aidan Yao, Shirley Shen
  • 05 May 2022 (7 min read)
Investment Institute
Take Two: US GDP shows surprise contraction; Russia ramps up gas supply pressure
Macroeconomics Weekly Market Update

Take Two: US GDP shows surprise contraction; Russia ramps up gas supply pressure

  • by AXA IM Investment Institute
  • 03 May 2022 (3 min read)
Investment Institute
Policy tectonic plates shifting
Macroeconomics Viewpoint Chief Economist

Policy tectonic plates shifting

Investment Institute
Back to which future?
Asset Class Views Viewpoint CIO

Back to which future?

Investment Institute
Division of labour
Sustainability Social

Division of labour

Investment Institute
April Global Macro Monthly - Macron encore
Macroeconomics Monthly Market Update

April Global Macro Monthly - Macron encore

  • by AXA Investment Managers
  • 27 April 2022 (7 min read)
Investment Institute
Investment Institute

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