John Petrides, portfolio manager at Tocqueville Asset Management, says he is finding pockets of real value as markets contend with geopolitical tensions and inflationary pressure. His remarks suggest a cautious, selective positioning approach, though the article provides no specific sector, allocation, or magnitude details.
John Petrides, portfolio manager at Tocqueville Asset Management, says he is finding pockets of real value as markets contend with geopolitical tensions and inflationary pressure. His remarks suggest a cautious, selective positioning approach, though the article provides no specific sector, allocation, or magnitude details.
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