Beyond Bulls and Bears Blog


“Bear markets have always been temporary. And so have bull markets.” — Sir John Templeton
Markets are always changing. Positive news one day can lift market spirits and send prices soaring – but negative news the next day can dampen spirits, causing prices to sink. It’s the same old battle between bulls and bears many investors already know. At Beyond Bulls & Bears our mission is not to bring you the latest hot stock tip or bit of Wall Street gossip. It’s to share the on-the-ground, long-term perspectives of investment professionals adept at navigating the increasingly complex world of global investing.
We tap into the research and insights of more than 600 Franklin Templeton investment professionals around the world, providing our clients with access to global opportunities that others might miss. Our Beyond Bulls & Bears blog is a great way to get the latest perspectives from our investment teams - it's where we share with you what we're thinking when we're thinking it. Each week we track down our portfolio managers from around the world to get their on-the-ground thoughts and observations to events as they happen in financial markets.
Additionally, all articles are investor friendly so a great resource of information on macroeconomic topics and market movements that you can also share with your clients.
Here are a few recent articles from Beyond Bulls & Bears worth having a read:
- Politics, Policies and Market Resiliency - three of our CIOs engage in a roundtable discussion on developments they see likely to influence the global markets for the rest of the year.
- Three Worries About Australia’s “Big Four” Banks – examines reasons why investors may have soured on Australian banking stocks and why we retain a positive long-term outlook.
- Notes from the Trading Desk – a weekly overview of what our professional traders and analysts are watching in the markets.
Subscribe now to stay in the loop and receive email alerts whenever we post something new (generally weekly).
Recommended for you
One of the most significant surprises of 2024 was the plan announced by the Australian Prudential Regulation Authority’s (APRA) to phase out AT1 hybrids issued by banks. This change raises a number of questions, the most pressing of which is what will happen to AT1 hybrids in 2025 and 2026? Fixed income investors would be wise to start planning how best to navigate the road ahead.
The recent US election has had strong reverberations across equity markets internationally and in Australia. Here, Tynda...
The growing use of drones is transforming warfare
Innovation isn’t just a buzzword; it’s the lifeblood of growth, competitiveness, and sustainability across industries.