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Thought Leadership
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?
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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Liquidity Solutions and Investment Opportunity
By Heather Guardado on April 30, 2023
As portfolio managers, we are focused on growing and preserving our clients’ assets and wealth over the long term. As our clients know from experience, this means investing in strong companies with good returns that are positioned for growth; responding to shifts in the market that preserve assets through times of volatility; and looking for …
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Dissecting the Current Market Environment: A Discussion with Tocqueville’s CIO Robert Kleinschmidt
By Robert Kleinschmidt on March 20, 2023
On Monday, March 20th, Tocqueville’s Chief Investment Officer Robert W. Kleinschmidt sat down to walk through his thoughts on the current state of the markets, upcoming Fed policy, the banks, and potential outcomes for investors.
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Regimes Change, Processes Don’t
By Joseph Piropato on January 30, 2023
We hope that this finds you well and that 2023 is off to a productive and healthy start. Over the past six weeks we have caught up with colleagues, friends, family and trusted advisors, and have done a lot of reading. One piece that stands out to us is a memo by Howard Marks, who …
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