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
Déjà Vu
Asset Class Views Viewpoint CIO

Déjà Vu

Investment Institute
Poles to the polls at a crossroad
Macroeconomics

Poles to the polls at a crossroad

  • by Irina Topa-Serry
  • 28 September 2023 (7 min read)
Investment Institute
September Global Macro Monthly - Where we are in the cycle – and the supercycle
Macroeconomics Monthly Market Update

September Global Macro Monthly - Where we are in the cycle – and the supercycle

  • by AXA IM Investment Institute
  • 27 September 2023 (10 min read)
Investment Institute
September Op-Ed - In for the long haul
Macroeconomics Monthly Market Update

September Op-Ed - In for the long haul

Investment Institute
Take Two: Fed keeps interest rates on hold; global GDP growth expected to slow
Macroeconomics Weekly Market Update

Take Two: Fed keeps interest rates on hold; global GDP growth expected to slow

  • by AXA Investment Managers
  • 25 September 2023 (3 min read)
Investment Institute
Investment Institute

Our experts and investment teams outline their key convictions

Visit the Investment Institute