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

Emerging market debt outlook: Something old, something new
by Magda Branet 27 September 2024 (7 min read)
Investment Institute

What the Fed’s rate cut means for US high yield
by Jack Stephenson 26 September 2024 (3 min read)
Investment Institute

September Op-ed - Life after the Bang
by Chris Iggo, Gilles Moëc 26 September 2024 (10 min read)
Investment Institute

China reaction: Coordinated fiscal supports on the way
by Yingrui Wang 26 September 2024 (3 min read)

September Monthly Investment Strategy - The sum of all fears
by David Page, Hugo Le Damany, and others 26 September 2024 (10 min read)
Investment Institute

China reaction: monetary easing delivered, now waiting for fiscal coordination
by Yingrui Wang 24 September 2024 (5 min read)
Investment Institute
