John Winsell Davies

Macro Hive Author

If you would like to connect and contact the author,
please email
SPECIALITY: Global Macro, Politics,
John Winsell Davies is a global macro and emerging market strategist with 26-years’ experience. He launched his career on the sellside with Lehman Brothers, and later moved to the buyside with Templeton Investment Council. Davies has held positions of CIO, portfolio manager, and strategist since 1995, within the Franklin Templeton organisation, Tano Capital, Oracle Capital, Harvard Capital, McKinley Capital, and the Alfa Group. He was the strategist for Templeton Emerging Markets until March 2021.


In: Hive Exclusives | Specials US

A Real Black Swan: Official Recognition of UFOs (and Aliens)?

June 04, 2021

Summary US officials will soon release their findings on unidentified aerial phenomena (UAP) or more colloquially UFOs. The existence of UFOs will…

In: Hive Exclusives | Politics & Geopolitics UK

5 Reasons Why The Conservatives Will Win The UK Election

December 10, 2019

This election is all about Brexit. That means old vs young, town vs city. My view that is Boris will get roughly a 40 seat majority…

In: Hive Exclusives | Equities FX Politics & Geopolitics

How to Navigate Politics and Markets into Year-End

November 14, 2019

In the short term, watch the Great US Consumer, but bigger picture, it’s all about the US election. Why? How Trump performs in the polls…

In: Hive Exclusives | Economic Growth Equities Fiscal Policy & Inequality Labour Market & Inequality Politics & Geopolitics UK US

Macro Eagle’s September Review and The Big Picture (5 min read)

October 03, 2019

If you need to catch up on what happened over September (and that was a lot), Macro Hive just published a great…

Load more