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Thought Leadership

Insights from Tocqueville

Joseph Zock on CNBC 8.28.2019

By Peter Ostberg on August 28, 2019

Victoria Fernandez, chief market strategist at Crossmark Global Investments, Joe Zock, portfolio manager at Tocqueville Asset Management, and Joe Terranova, senior managing director at Virtus Investment Partners, join “Squawk Box” to talk trade war risk and the recession warning in the bond market.

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Tocqueville Welcomes John Petrides

By Peter Ostberg on September 4, 2019

NEW YORK–(BUSINESS WIRE)–Tocqueville Asset Management today announced that John Petrides has joined the firm as a portfolio manager in its Wealth Management Group. Mr. Petrides will work with the group in all facets of its business, with specific focus on managing equity and balanced strategies. “We are delighted that John Petrides has joined Tocqueville Asset Management. …

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John Petrides on CNBC’s Trading Nation 10.24.19

By Peter Ostberg on October 24, 2019

Is it time to start the rotation of you portfolio from Growth into Value? Portfolio Manager John Petrides of Tocqueville’s Wealth Management Group debated this topic on CNBC’s Trading Nation:

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Tocqueville Asset Management Welcomes Heather Guardado, Jose Guardado and Diana L. Salter

By Peter Ostberg on November 1, 2019

NEW YORK–(BUSINESS WIRE) Tocqueville Asset Management today announced that Heather Guardado, Jose Guardado, and Diana L. Salter, formerly of Northstar Capital Management, have joined Tocqueville as portfolio managers, effective immediately. They will bring approximately $200 million in client assets to Tocqueville. “We are delighted that Jose, Heather and Diana have joined Tocqueville,” said Paul Kleinschmidt, …

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John Petrides on CNN 11.7.19

By Peter Ostberg on November 7, 2019

Portfolio Manager John Petrides was on CNN discussing the market’s reaction to trade tariffs. Trying to answer the question: Are we there yet?

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