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Market Commentary: Monthly Bulletin March 2026

02 Apr 2026

March was a difficult month for investors around the world, with nearly all major stock market falling in value. The trigger was the outbreak of conflict between the United States, Israel, and Iran on 28 February, which quickly escalated into one of the most significant geopolitical events in years.

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Market Commentary: News at Ten (Days)

10 Mar 2026

Over the past ten days, geopolitical tensions involving Iran have remained a key focus for global investors. While the situation continues to evolve, markets have so far responded in a fairly predictable manner, reflecting both the seriousness of the developments and the diversified sources of global economic resilience.

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Market Commentary – Breaking News: The War in Iran

05 Mar 2026

Over the weekend, the US and Israel have mounted a military campaign against the Iranian regime. This has triggered a sharp, immediate shift into risk‑off positioning, with markets pricing in fears of wider regional escalation and potential disruption to the Strait of Hormuz, a chokepoint for up to 20 million barrels of oil per day.

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Market Commentary: Monthly Bulletin January 2026

04 Feb 2026

January 2026 opened the year with a complex blend of optimism, caution, and structural shifts across global markets.

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2025 End of Year Market Commentary – Mad World

15 Jan 2026

At times, it felt in 2025 as though we had slipped into another dimension. The Boolers’ Investment Committee often found itself debating issues in global economics and geopolitics that would have seemed unimaginable only months before.

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Market Commentary: Monthly Bulletin November 2025

04 Dec 2025

Global equities extended gains early in November, supported by strong Q3 earnings (82% of S&P companies beat estimates) and AI-driven growth in mega-cap tech.

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Market Commentary: Monthly Bulletin October 2025

05 Nov 2025

Global equity markets extended their rally in October as softer US inflation and a second consecutive Federal Reserve rate cut supported equities.

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