Market leadership continues to narrow in the US as financials, real estate, and consumer sectors weaken, while industrials, materials, and select energy names show strength. Barometer has reduced exposure to financials and gold, added to copper and
Central banks are beginning to shift gears. The Bank of Canada has already moved to lower rates, and the Federal Reserve is widely expected to follow as policymakers respond to signs of slowing growth and rising debt
Big Tech earnings take center stage as Alphabet, Meta, and Amazon report. AI investment, rate decisions, and standout Canadian names like Cameco, Celestica, and Power Corporation are driving market momentum.
Global markets continued to show resilience this week, supported by broad participation across regions and sectors. Commodities saw short-term corrections following strong rallies, while global equities, particularly in Japan and Europe, continued to trend higher. Barometer made
Global leadership continues to evolve, with strength emerging across select sectors and regions while U.S. market breadth tightens. We remain focused on quality, dividend growth, and disciplined positioning as shifting trends create new opportunities for active investors.
Global leadership continues to evolve, with strength emerging across select sectors and regions while U.S. market breadth tightens. We remain focused on quality, dividend growth, and disciplined positioning as shifting trends create new opportunities for active investors.
Tech stocks and gold stocks have had a great run. Can it continue? We asked @barometerca of @barometercptl for his take. The key to his top picks? Cash flow!
The last time emerging markets, international developed markets and commodities were at the top of the leaderboard, it went on for years.
Change is afoot.