Associate Portfolio Manager James Callahan on Why We Believe We Haven’t Seen the Worst of the Selloff
Capturing Opportunity, Managing Risk
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
Thoughts on Market Dynamics and Future Rate Trends
Navigating Inflation, Sector Opportunities, and Year-End Rally Strategies
Market Internals and Leadership with Special Guest Amit Joshi
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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If you have been buying bonds expecting a diversification effect, they can remain positively correlated to stocks for a long time...meaning moving together with... 60/40 stocks/bonds mix may be dead for a while.
Thanks to Crescat for the chart.
Join us today at 4:00PM (EST) for our Barometer Readings Webcast, with host David Burrows (@barometerca). #Finance #Investing #MarketUpdate
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Barometer Readings Webcast
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We are always looking for positive divergence. Dividend growth as a strategy began outperforming vs. high dividend securities prior to the 2022 market low (June) and continues to outperform in the recent market weakness...leadership themes tend to show strength early and hold up…
