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.
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.
Read more from David

CIO Views: Interest rate cut hopes drive bond returns
by Chris Iggo, Alessandro Tentori, and others 30 September 2024 (3 min read)
Investment Institute

Gilles Moec Macrocast: Multi-faceted Balancing Act Needed
by Gilles Moëc 30 September 2024 (10 min read)
Investment Institute

What the Fed’s rate cut could mean for ETF investors
by Chris Iggo 30 September 2024 (3 min read)
Investment Institute

Multi-Asset Investments Views: Cut Me Deep
by Laurent Clavel 30 September 2024 (5 min read)
Investment Institute

Take Two: OECD lifts 2024 growth forecast; China announces major economic stimulus
by AXA Investment Managers 30 September 2024 (3 min read)
Investment Institute

Leading the charge: Surge in US data centre growth is powering renewable energy investment opportunities
by Tom Atkinson 27 September 2024 (7 min read)
Investment Institute
