New & Noteworthy

Explore our latest news and insigts locllay and around the globe.

Insights

Globalization: Evolving, Not Ending

1/20/23: We don’t often publish our research, especially after concluding that the topic in question should not become a theme in client portfolios. However, given the extensive press this subject has generated, we thought it appropriate to share our perspective.

Chevy Chase Trust | 2022 Account Information

Details regarding the timing and availability of your Chevy Chase Trust account tax forms.

September 20, 2022 – While 2022 has been a difficult year for most investors, with rising interest rates and turbulent financial markets, market declines don’t last forever. Is now a riskier time to invest than it was a year ago, before the market downturn? Amy Raskin, Chief Investment Officer, answers this question and puts today’s market environment into context, focusing first on U.S. equities and then bonds and international equities.

Important Disclosures

Investment Strategies for a New Market Reality | Presented by Amy Raskin, Chief Investment Officer

9/20/22: Is now a riskier time to invest than it was a year ago, before the market downturn? Amy Raskin, Chief Investment Officer, answers this question and puts today’s market environment into context, focusing first on U.S. equities and then bonds and international equities.

As physical and economic challenges limit further scaling of computing technology, improvements will come from special-purpose technology designed for specific applications rather than general-purpose processors.

Learn where our investments are focused and how companies are enabling this technology in our video with Jeffrey C. Dillman, CFA, Senior Portfolio Manager.

Learn more about Thematic Investing »

Important Disclosures

Thematic Video: Heterogenous Compute

At Chevy Chase Trust, we build equity portfolios of companies positioned to exploit powerful, secular trends, disruptive ideas, innovations and economic forces such as our theme The Dawn of Heterogenous Computing. Watch our video with Jeffrey C. Dillman, CFA, to learn more.

As governments locked down their economies amidst the Covid-19 pandemic, the consumer’s lifestyle was forced to change. At Chevy Chase Trust, we are focused on the companies that facilitate the consumer’s behavioral shift and sustainably improve their businesses as a result. Hear Christine Wallace, Senior Portfolio Manager, detail one of our investment themes, Long-Term Covid Beneficiaries.

Important Disclosures

Thematic Video: Long-Term Covid Beneficiaries

As long-term investors, we are interested in the companies who are capitalizing on the permanent changes caused by COVID’s disruptions. Hear Christine Wallace, Senior Portfolio Manager, detail one of our investment themes, Long-Term COVID Beneficiaries.

While there are some temporary factors boosting inflation, we believe there are longer term structural elements that have changed over the last decade that make a longer period of elevated inflation more likely. Hear Spencer Smith, Head of Institutional Investments, detail some of the characteristics shaping the End of Disinflationary Tailwinds.

Important Disclosures

Thematic Video: The End of Disinflationary Tailwinds

While there are some temporary factors boosting inflation, we believe there are longer term structural elements that have changed over the last decade that make a longer period of elevated inflation more likely. Hear from Spencer Smith, Head of Institutional Investments.

Chevy Chase Trust | Washingtonian’s Best 2022

As of March 2022, Chevy Chase Trust's Deb Gandy and Michael Gildenhorn are featured as Washingtonian Magazine's "Best Financial Advisers" within the Washington area.

Describing a unique investment courage and a steadfast commitment to client service and stewardship, Jeff Whitaker, President & CEO of Chevy Chase Trust, reflects on the firm’s accomplishments in 2021.

Read Jeff Whitaker‘s Bio »

Important Disclosures

Jeff Whitaker | President & CEO | First Year

Jeff Whitaker, President & CEO reflects on his first year leading the firm.

Chevy Chase Trust | 2021 Account Information

Details regarding the timing and availability of your Chevy Chase Trust account tax forms.

Chevy Chase Trust: Financial Times 300 Top Registered Investment Advisers 2020

Chevy Chase Trust is proud to announce its top ranking in the 2020 edition of the Financial Times 300 Top Registered Investment Advisers.

A Conversation with Amy Raskin, CIO

Listen to excerpts from a conversation with Amy Raskin on June 18, 2020.

College Funding Tips from Laly Kassa

While deciding on the best way to save for college depends on your family’s unique situation, for many, the 529 plan offers the most flexibility and tax advantages.

Laly Kassa featured in Barron’s: The Single Woman’s Guide to Retirement Planning

Anyone who has ever spent a frustrating few hours clothes shopping knows that one size doesn’t fit all. When it comes to retirement, many women, in particular, need a custom fit.

Spencer Smith featured on IREI’s Shop Talk Podcast

What are the advantages to thematic investing — as well as the pitfalls? Spencer Smith, head of institutional investments discusses these questions on the Real Assets Adviser ShopTalk podcast.

Pros, Cons to Buying Nvidia Stock

As Nvidia makes deep inroads into AI, its share price is skyrocketing. Bobby Eubank, Equity Research Analyst weighs in.

Saying economy is strengthening, Fed’s Powell suggests faster pace of interest rate hikes

From The LA Times: During his first Capital Hill appearance since taking over as Fed Chair, Jerome H. Powell suggested Tuesday that the central bank could hike its key interest rate faster than anticipated. Craig Pernick, Head of Fixed Income weighs in.

Downsizing baby boomers face a key decision: Is it better to rent or to buy?

From The Washington Post: The age-old question of whether to rent or buy is prominent on the minds of baby boomers who are contemplating downsizing. Laly Kassa, Managing Director, weighs in on the topic.

Why is Walmart Closing Sam’s Club Locations Around the Country?

From The Street: Bobby Eubank, Thematic Research Analyst, provides insight on the closing of Sam's Clubs stores across the country and its affects on the retail supply chain model.

How the GOP mortgage interest deduction plan would hurt D.C.’s middle class

From the Washington Post: Laly Kassa, Managing Director and Certified Financial Planner, discusses how the GOP's new tax plan could affect homeowners in the Washington metropolitan region.

Slasher! Nike Wants to Cut Shoe Production Time by Half

Spencer Smith, Director of Research, and Bobby Eubank, Equity Research Analyst, offer insight on the sporting apparel’s ambitions for improving supply chain processes.

When To Consider A Corporate Trustee

Jeannette Roegge, Chief Fiduciary Officer, discusses how to determine whether a corporate trustee or executor might be beneficial to manage and protect assets.

Don’t fear the robot: Harness automation to boost labor force

Despite below-average economic growth and recurring geopolitical uncertainty, manufacturers here in the U.S. are reporting brisk business.

Should you invest in that summer vacation home?

Jeff Clabaugh, Business Reporter at WTOP, interviews Leslie Smith, Chief Planning Officer at Chevy Chase Trust, on whether or not you should invest in a vacation home and what it can mean for your family.

When is the right time to buy a home?

Jeff Clabaugh, Business Reporter at WTOP, interviews Laly Kassa, Managing Director at Chevy Chase Trust, on when is the right time to buy a home.

Bill Gate’s robot tax idea is flawed. Here’s why.

Recently, a spate of stories have appeared in the media speculating that advances in technology, specifically robotics and artificial intelligence, will inevitably lead to widespread job losses as workers are replaced by machines.

Urbanization ushers in upstart industries, innovative ideas

In 2009, for the first time in world history, the number of people living in urban areas surpassed the number living in rural areas. More recently, U.S. urban population growth began outpacing suburban growth for the first time since World War II.

Innovation, demographics make automation increasingly appealing

We are, indeed, witnessing a revolution in industrial automation. However, it is important to separate the hyperbole from the underlying economic realities.

Active Versus Passive Investing

“Risk Everything” proclaims Nike’s latest ad campaign. The ad depicts a world in which the greatest athletes have been replaced […]

Chevy Chase Trust’s Amy Raskin on why ‘thematic investing’ will drive returns

Amy P. Raskin is in her second month as chief investment officer at Chevy Chase Trust. She joined the Bethesda investment management firm from AllianceBernstein in New York, where she was senior vice president and director of thematic research.

The View from Europe

Recently, Chevy Chase Trust was invited to attend the prestigious Euromoney Central and Eastern Europe Forum as a delegate.

The Road to Singapore

For those of a certain age, the phrase “The Road to Singapore” brings back memories of Bob Hope, Bing Crosby […]

What’s All the Yellen About?

President Obama’s nominee to chair the Federal Reserve, current Federal Reserve Vice-Chair Janet Yellen, appeared before the Senate this week […]

What’s wrong with Brazil?

This post was originally published in the Washington Business Journal’s WBJBizBeat Blog. | Washington Business Journal For investors, over the […]

Why you should care about the Trans-Pacific Partnership

This post was originally published in the Washington Business Journal’s WBJBizBeat Blog. | Washington Business Journal Much has been made […]

Breaking China

This post was originally published in the Washington Business Journal’s WBJBizBeat Blog. | Washington Business Journal Something seems to be […]

When markets have a ‘taper’ tantrum

This post was originally published in the Washington Business Journal’s WBJBizBeat Blog. | Washington Business Journal In late May, Federal […]

Is Brazil Getting Better?

What is wrong with Brazil? That is the question I asked back in October in this blog. Today’s question for […]

Understanding Complexities in the Municipal Bond Market

This post was originally published in the Washington Business Journal’s WBJBizBeat Blog. | Washington Business Journal The municipal bond marketplace […]

Keeping Watch on El Niño

Recently, in its monthly update, the Climate Prediction Center of the National Weather Service announced that there is a 50 percent chance that El Niño conditions will develop during the second half of 2012, and the Australian Bureau of Meteorology also is seeing climate indicators pointing to El Niño.

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