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
Take Two: US rate hike path “less certain”; German economy enters recession
Macroeconomics Weekly Market Update

Take Two: US rate hike path “less certain”; German economy enters recession

  • by AXA IM Investment Institute
  • 30 May 2023 (3 min read)
Investment Institute
Easy Does It?
Macroeconomics Viewpoint Chief Economist

Easy Does It?

Investment Institute
Is there a premium for low-carbon-intensity European equities?
Asset Class Views Equities

Is there a premium for low-carbon-intensity European equities?

  • by Emmanuel Makonga
  • 25 May 2023 (5 min read)
Investment Institute
May Global Macro Monthly - Summertime ... and the (debt) ceiling is nearing
Macroeconomics Monthly Market Update

May Global Macro Monthly - Summertime ... and the (debt) ceiling is nearing

  • by AXA IM Investment Institute
  • 24 May 2023 (7 min read)
Investment Institute
UK Reaction: Sticky core inflation
Macroeconomics Market Alerts

UK Reaction: Sticky core inflation

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