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: China relaxes pandemic lockdown restrictions; G7 sets Russia oil price cap
Macroeconomics Weekly Market Update

Take Two: China relaxes pandemic lockdown restrictions; G7 sets Russia oil price cap

  • by AXA IM Investment Institute
  • 12 December 2022 (5 min read)
Investment Institute
COP 15: Debunking myths on biodiversity and deforestation target-setting
Sustainability Environmental

COP 15: Debunking myths on biodiversity and deforestation target-setting

  • by Liudmila Strakodonskaya, Geoffroy Dufay
  • 07 December 2022 (5 min read)
Investment Institute
US Labour Market : the Plot Thickens
Macroeconomics Viewpoint Chief Economist

US Labour Market : the Plot Thickens

Investment Institute
Take Two: US economic growth revised up while Eurozone inflation slows slightly
Macroeconomics Weekly Market Update

Take Two: US economic growth revised up while Eurozone inflation slows slightly

  • by AXA IM Investment Institute
  • 05 December 2022 (3 min read)
Investment Institute
Investment Institute

Our experts and investment teams outline their key convictions

Visit the Investment Institute