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
A Feast of Data
Macroeconomics Viewpoint Chief Economist

A Feast of Data

Investment Institute
Take Two: US economic growth slows, Bank of Japan announces policy review
Macroeconomics Weekly Market Update

Take Two: US economic growth slows, Bank of Japan announces policy review

  • by AXA IM Investment Institute
  • 02 May 2023 (3 min read)
Investment Institute
Living in a nominal world
Macroeconomics

Living in a nominal world

Investment Institute
April Op-Ed - Patchy disinflation will trigger policy divergence
Macroeconomics Monthly Market Update

April Op-Ed - Patchy disinflation will trigger policy divergence

  • by Gilles Moëc, Gregory Venizelos
  • 26 April 2023 (5 min read)
Investment Institute
April Global Macro Monthly - Central banks gauge lagged effects
Macroeconomics Monthly Market Update

April Global Macro Monthly - Central banks gauge lagged effects

  • by AXA IM Investment Institute
  • 26 April 2023 (7 min read)
Investment Institute
Busting myths for investors tackling biodiversity and deforestation
Sustainability Environmental

Busting myths for investors tackling biodiversity and deforestation

  • by Geoffroy Dufay
  • 25 April 2023 (7 min read)
Investment Institute
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