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Thought Leadership

Insights from Tocqueville

United States Asset Management

By John Petrides on November 6, 2025

Since the beginning of 2025, the U.S. government has taken stakes in five publicly traded companies: U.S. Steel, MP Materials, Lithium Americas, Trilogy Metals, and the once-tech titan, Intel. All “in the interest of national security.” The last time this type of direct intervention occurred was during the 2008 Great Recession. At that time, financial …

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American Exceptionalism

American Exceptionalism

By John Petrides on February 4, 2025

In financial markets today, the term “American Exceptionalism” has gained momentum, and rightly so, as shown in the chart below as well as in U.S. equity market returns compared with the rest of the world. Still, it can be argued that valuation for the S&P 500 is far from exceptional. Access it directly here: American …

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Why <i>Everything Everywhere All at Once</i> isn’t just a movie — it’s the market: John Petrides’ Interview for Quartz’s “Smart Investing” series

Why Everything Everywhere All at Once isn’t just a movie — it’s the market: John Petrides’ Interview for Quartz’s “Smart Investing” series

By John Petrides on December 23, 2024

In a recent interview for Quartz’s “Smart Investing” series, John Petrides draws parallels between the movie “Everything Everywhere All at Once” and the current state of the financial markets. Just as the film navigates multiple universes, investors today face a multitude of market scenarios, from small caps to healthcare. Petrides emphasizes the importance of diversification and …

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What the Federal Reserve’s interest rate cut means for investors

What the Federal Reserve’s interest rate cut means for investors

By John Petrides on December 23, 2024

John Petrides of Tocqueville Asset Management breaks down the Fed’s announcement. Please watch the video here.

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John Petrides was a guest on Money Life with Chuck Jaffe

John Petrides was a guest on Money Life with Chuck Jaffe

By John Petrides on October 7, 2024

John Petrides was a guest on Money Life with Chuck Jaffe (on 10.7.2024). John and Chuck discuss diversification strategies in today’s market and where to find potential value. Click here to listen to the interview (begins at 1:01).

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Poplar Forest Funds

You are about to leave the site of Tocqueville Asset Management, L.P. 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 any mutual fund managed by Tocqueville Asset Management, L.P. 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 Poplar Forest (www.poplarforestfunds.com), by contacting an authorized broker/dealer, or by calling 1-877-522-8860. Please read the prospectus carefully before you invest. By accepting you will be leaving the site of Tocqueville Asset Management, L.P

Tocqueville Funds

You are about to leave the site of Tocqueville Asset Management, L.P. 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 any mutual fund managed by Tocqueville Asset Management, L.P. 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 Tocqueville Funds website (www.tocquevillefunds.com), 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 site of Tocqueville Asset Management, L.P