
Barometer Capital Management Manages Tactical, Multi-Asset Portfolios for Families,
Foundations and Endowment Funds.
Allows us to objectively manage client portfolios through all market conditions.
Everyday we assess market risks, and identify market leadership through our top-down methodology.
Our bottom-up method is designed to proactively identify leading companies across all sectors of the market.
The Barometer Global Music Royalty Fund invests in a pipeline of attractive cash-flow generating music copyrights that have a strong track record of historical earnings.
#Commodities continue to make relative gains vs. both #equities and #bonds. Understand the macro backdrop - it continues to be important to recognize regime change
Selling discipline is an important skill. Be prepared to draw a line in the sand.
Higher yields and weakening relative strength in tech could be an important message for investors to consider. We know just how long investors are...
Post Fed comments, things get tougher for bond investors. Long term treasury yields now measuring to above 5%. This likely weighs on high multiple growth stocks. $TLT $TLH #bonds Many have been betting on lower yields