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
How curved is the curve?
Macroeconomics Viewpoint Chief Economist

How curved is the curve?

Investment Institute
Take Two: Core Eurozone inflation eases; US Q2 economic growth revised down
Macroeconomics Weekly Market Update

Take Two: Core Eurozone inflation eases; US Q2 economic growth revised down

  • by AXA Investment Managers
  • 04 September 2023 (3 min read)
Investment Institute
Hedging the recession risk
Asset Class Views Viewpoint CIO

Hedging the recession risk

Investment Institute
Take Two: Eurozone business activity slumps; China cuts policy rates again
Macroeconomics Weekly Market Update

Take Two: Eurozone business activity slumps; China cuts policy rates again

  • by AXA IM Investment Institute
  • 28 August 2023 (3 min read)
Investment Institute
Growing, (too) Fast and (too) Slow
Macroeconomics Viewpoint Chief Economist

Growing, (too) Fast and (too) Slow

Investment Institute
Waiting
Asset Class Views Viewpoint CIO

Waiting

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