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

UK reaction: Cautious cut, one more likely this year
by Gabriella Dickens 01 August 2024 (3 min read)
Investment Institute

US reaction: FOMC unch, but signals September
by David Page 01 August 2024 (3 min read)
Investment Institute

Japan reaction: Hawkish tone, but weak economic backdrop will keep a lid on hikes this year
by Gabriella Dickens 31 July 2024 (3 min read)
Investment Institute

Eurozone GDP: Spain roars, Germany coughs
by Hugo Le Damany, François Cabau 30 July 2024 (10 min read)
Investment Institute

Tough love for emerging markets has improved their resilience
by Irina Topa-Serry 30 July 2024 (10 min read)
Investment Institute

Multi-Asset Investments Views: And I can’t breathe without you, but I have to
by Kyra Tilquin 29 July 2024 (5 min read)
Investment Institute
