Energy Outperforms, Tech Lags, and Debt Risks Loom
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Barometer Capital Management Manages Tactical, Multi-Asset Portfolios for Families,
Foundations and Endowment Funds.
Our Key Benefits
Our Disciplined Leadership Approach™
Allows us to objectively manage client portfolios through all market conditions.
Top-Down
Everyday we assess market risks, and identify market leadership through our top-down methodology.
Bottom-Up
Our bottom-up method is designed to proactively identify leading companies across all sectors of the market.
Barometer Global Music Royalty Fund
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.
Recent Market Insights
How Deregulation and Tariffs Could Shape 2025 Markets
Top Sectors to Hedge Against Inflation
2024 Wrap-Up: Amazon, Meta, Financials, & Key Trends
Seasonality, Dividend Growth as a Strategy, and Opportunities Moving into the Fall
Seizing Opportunities: Investing in Canadian Banks Amidst Weakness
Analyzing Oil Prices, China’s Economic Challenges, and Our Top Energy Stock Picks
Anticipating the Jackson Hole Talks, Earnings, and Our Outlook Moving Forward
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Very resilient in the face of a strong dollar.
#commodities $DXY
With growth outlook strong and inflation sticky, hedging portfolios for risk should probably be more focused using $GOLD as opposed to defensives, bond proxies or fixed income
$XLU
A relationship worth watching...
$GOLD vs. Equal Weight SPX $RSP
As breadth has continued to weaken, stops have been getting hit since mid December.
We continue to avoid adding new positions.
Long duration assets are being hurt by rising bond yields.
% above the 50 day is likely to reverse back lower today.
