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
Uncertain travels
Asset Class Views Viewpoint CIO

Uncertain travels

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How technological transformation is shaping Asia’s future
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How technological transformation is shaping Asia’s future

  • by Ecaterina Bigos
  • 04 July 2023 (7 min read)
Investment Institute
Take Two: US Q1 GDP growth gets sharp upward revision; Europe inflation falls
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Take Two: US Q1 GDP growth gets sharp upward revision; Europe inflation falls

  • by AXA IM Investment Institute
  • 03 July 2023 (3 min read)
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Hawkish Speeches, Weak Data
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Hawkish Speeches, Weak Data

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June Op-Ed - Looking beyond the immediate challenges
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June Op-Ed - Looking beyond the immediate challenges

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June Global Macro Monthly - A skip and a hop(e)
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June Global Macro Monthly - A skip and a hop(e)

  • by AXA IM Investment Institute
  • 28 June 2023 (7 min read)
Investment Institute
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