Date: Thursday, 1st October 2020
Time: 11.00am – 12.00pm
Guest Speaker: David Page, Head of Macro Research/Senior Economist, AXA Investment Managers
Presenters: Moyagh Murdock, CEO Insurance Ireland and Andrew Douglas, Associate Director, AXA Investment Managers
Theme: Macroeconomics & Brexit
Known unknowns: The macro context for a new phase in the pandemic
• The impact of COVID-19 has been dramatic, intrusive and sustained. But its global footprint means we can draw useful conclusions about its potential economic impact in Europe vs the US and the rest of the world.
• We remain in thrall to the virus, attempting to both release economies from lockdown and prevent damaging infection spikes in the process. Uncertainty is ever-present, but scenario planning and anticipation of the potential responses in Europe and beyond can offer a measure of visibility.
• This requires a detailed analysis of the pace and scale of potential measures from the ECB. We must also examine the fiscal options open to European governments – and the likely ripple effects into sovereign debt markets.
• Brexit never went away. And now this political experiment will reach a conclusion of sorts at a hugely difficult moment. The news headlines will follow a familiar dramatic pattern, but there are limited viable outcomes in play.
Head of Macro Research, AXA Investment Managers
- David heads AXA IM’s macroeconomic research team and specialises in US and UK macroeconomic and market analysis.
- Before joining AXA IM in 2014, he worked for four years at Lloyds Banking Group as a Senior Economist covering primarily the UK. Prior to this, he worked for 10 years at Investec Bank as a global economist focusing on the UK and European economies.
- David’s career began with five years in the Government Economic Service, initially working for the energy regulator before joining the UK Debt Management Office – an executive agency of HM Treasury – at its inception in 1998.
- David holds an MSc in Economics from the University of Warwick and a BA in Economics from the University of York.
The forum will be of interest to investment managers and decision makers across the membership. To find out more please email email@example.com
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