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Thought Leadership

Insights from Tocqueville

Insights

The Second Coming

The Second Coming

By Robert Kleinschmidt on May 9, 2024

The unholy gyre of political and societal extremes widened further in the most recent quarter, as did the distance, until just recently, between the reality of interest rate policy and the market’s hopes for it. Falconer-in-Chief Powell seems to have kept his eye fixed on the falcon, even if the lesser austringers who attempt to …

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Incrementalism is a Virtue

Incrementalism is a Virtue

By Paul Kleinschmidt on January 31, 2024

The end of 2023 brought a welcome respite for investors of nearly all stripes. Conventional wisdom coalesced around the narrative that the Treasury’s decision to moderate the size and pace of its debt issuance, along with the decline in the Federal Reserve’s favored gauge of inflation (leading to the “Powell Pivot” and the restoration of the …

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The Wall of Worry has Thickened

The Wall of Worry has Thickened

By John Petrides on October 10, 2023

The alphabet soup entities of the FOMC, OPEC, ChatGPT, GLP-1, and the CCP dominated the sentiment of financial markets during the past quarter, as investors (and the Federal Reserve, aka the “Fed”) searched for data-dependent direction on where to deploy capital. Since then, the situation around the world has grown more precarious, especially for the …

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Shall We Play a Game?

Shall We Play a Game?

By Alexander Stock on July 30, 2023

During the second quarter financial markets participants assessed the consequences of (1) high-profile bank failures, (2) the debate over raising the debt ceiling, (3) the uncertainty with respect to the Federal Reserve’s (Fed) rate trajectory, and (4) the prospects for a recession. In June, the Fed “pause” dominated the economic headlines, prompting more debate about …

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News

Tocqueville Asset Management and CapZone Impact Investments Announce Opportunity Zone Project in Colorado Springs

Tocqueville Asset Management and CapZone Impact Investments Announce Opportunity Zone Project in Colorado Springs

By Richard Zhang on July 7, 2022

NEW YORK–(BUSINESS WIRE)–Tocqueville Asset Management L.P. (“Tocqueville”) and CapZone Impact Investments LLC (“CapZone”), have announced an equity investment in The Veterans Victory, a multifamily housing Opportunity Zone project in Colorado Springs, Colorado. The development will construct housing for veterans and disabled veterans, an underserved community that has traditionally faced obstacles in obtaining appropriate housing. The …

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Tocqueville Asset Management Announces First Opportunity Zone Funds Focused on Strong ESG Guidelines and Sustainable Infrastructure

Tocqueville Asset Management Announces First Opportunity Zone Funds Focused on Strong ESG Guidelines and Sustainable Infrastructure

By Richard Zhang on October 7, 2021

Video Transcript   Joseph Zock [00:00:05] Thank you, everyone, for joining us today for the discussion of the launch of the Tocqueville CapZone Opportunity Funds.  My name is Joseph Zock and I am a portfolio manager at Tocqueville Asset Management. Joining me today are Peter Shawn, who is also a portfolio manager at Tocqueville and Al Puchala, who is the [CEO] of CapZone Impact …

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Tocqueville Welcomes Alexander Stock

Tocqueville Welcomes Alexander Stock

By Paul Kleinschmidt on March 15, 2021

Tocqueville Asset Management today announced that Alexander Stock has joined the firm as portfolio manager. He will work closely with senior portfolio manager Joseph Piropato. “We are delighted that Alex has joined Tocqueville,” said Piropato, who is also a member of the firm’s management committee. “Over the past twelve years I have had the pleasure …

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Operational Update #2

Operational Update #2

By Scott Schlesinger on August 11, 2020

Tocqueville Asset Management has been very fortunate with very few confirmed cases of COVID-19 amongst its employees. As we navigate this “new normal” of remote working, everyone at our firm has continued to adapt and unwaveringly execute their duties. This allows us to be more flexible and cautious by moving at a slower pace than …

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Mutual Funds

You are about to leave the Private Wealth Management section of the website. The link you have accessed is provided for informational purposes only and should not be considered a solicitation to become a shareholder of or invest in the Tocqueville Trust Mutual Funds. Please consider the investment objectives, risks, and charges and expenses of any Mutual Fund carefully before investing. The prospectus contains this and other information about the Funds. You may obtain a free prospectus by downloading a copy from the Mutual Fund section of the website, by contacting an authorized broker/dealer, or by calling 1-800-697-3863.Please read the prospectus carefully before you invest. By accepting you will be leaving the Private Wealth Management section of the website.