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
January Op-Ed - Cuts are coming – but the market needs to be more patient
Macroeconomics Monthly Market Update

January Op-Ed - Cuts are coming – but the market needs to be more patient

  • by AXA IM Investment Institute
  • 24 January 2024 (7 min read)
Investment Institute
2024’s elections around the world: The who’s who and the so what…
Macroeconomics Macroeconomic Research

2024’s elections around the world: The who’s who and the so what…

  • by Irina Topa-Serry, Luis Lopez-Vivas, and others
  • 23 January 2024 (7 min read)
Investment Institute
Postcard from Davos
Macroeconomics Viewpoint Chief Economist

Postcard from Davos

Investment Institute
Take Two: Doubt over early rate cuts; China meets 2023 growth target
Macroeconomics Weekly Market Update

Take Two: Doubt over early rate cuts; China meets 2023 growth target

  • by AXA Investment Managers
  • 22 January 2024 (3 min read)
Investment Institute
Investment Institute

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