United States Asset Management
As Washington takes direct stakes in strategic companies, we examine the risks of a new kind of market dependency — and what it means for investors.
Making Sense of It All
From tariffs to entitlement reform, every policy debate leads back to one question: can the U.S. get its national debt under control before it’s too late?
American Exceptionalism
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...
Why Everything Everywhere All at Once isn’t just a movie — it’s the market: John Petrides’ Interview for Quartz’s “Smart Investing” series
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 strategic planning to effectively manage this complexity.
For a deeper dive into these insights, read the full article here.
What the Federal Reserve’s interest rate cut means for investors
John Petrides of Tocqueville Asset Management breaks down the Fed’s announcement. Please watch the video here.
The Resilient Bull: Investing Amidst Global Turmoil
Despite geopolitical turmoil and a ballooning national debt, markets keep climbing. We examine what’s driving this resilience — and the fiscal risks investors can’t afford to ignore.
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