New & Noteworthy

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

Institutional

 

 

Hear Amy Raskin, Chief Investment Officer, suggests current conditions are the exact opposite of a Goldilocks environment. Listen to her perspective here.

 

Important Disclosures

Amy Raskin featured on CNBC’s Fast Money Halftime Report – May 19, 2021

Despite its strong growth, the economic numbers aren’t meeting expectations. And inflation is exceeding them. Watch Amy Raskin, Chief Investment Officer, discuss her take on the Goldilocks environment.

Fourth Quarter, 2020

After a year full of surprises, including remarkable stock market performance around the globe, we are positioning portfolios somewhat defensively. Learn where our thematic research is leading us in 2021.

Third Quarter, 2020

Despite the pandemic-related fall-off in February and March, the S&P 500 recently hit an all-time high. With a difficult-to-predict economic outlook, what’s next for equity markets? Read our investment update for our perspective.

 

Amy Raskin, Chief Investment Officer, appeared on CNBC’s Fast Money Halftime Report on May 14, 2020. Hear her perspective on the economic downturn, the liquidity push, and her optimism about a Covid 19 remedy.

Amy Raskin featured on CNBC’s Fast Money Halftime Report – May 14, 2020

Amy Raskin, Chief Investment Officer, appeared on CNBC's Fast Money Halftime Report on May 14, 2020, to discuss current market conditions and what they mean for investors.

First Quarter, 2020

We are in the midst of a healthcare crisis and a financial crisis. The combination of a rapidly spreading novel coronavirus and dramatic swings in global financial markets creates unprecedented challenges.

Second Quarter, 2019

Some have called this the most hated bull market in history. The S&P 500 Index finished the first half of 2019 at 2,942, only slightly lower than its all-time closing high of 2,954 reached on June, 20, 2019. S&P 500 six-month return, inclusive of dividends, is an impressive 18.5%, the best first half since 1996. Important Disclosures

First Quarter, 2019

The market has been on a wild ride. December 2018 was the worst December for the S&P 500 since 1931. Then, the first quarter of 2019 was the best first quarter in over 20 years. From sentiment to markets to economic data, there are a plethora of opposing extremes.
Chevy Chase Trust - Investment Update, Fourth Quarter 2018

Investment Update, Fourth Quarter 2018

Just as investors were settling in for a modestly positive year, U.S. equity markets sold off sharply in the fourth quarter. The sell-off rattled market participants. In this environment, keeping our heads about us and trusting ourselves is critical to achieving long-term investment success, particularly with doubters all around us.
Is today’s positive vibe on the economy based on sentiment or fact? Amy Raskin, Chief Investment Officer at Chevy Chase Trust, recently discussed market conditions and what they mean for investors on CNBC’s Fast Money Halftime Report. She also shared three stocks that have her attention.

Amy Raskin featured on CNBC’s Fast Money Halftime Report – August 28, 2018

Amy Raskin, Chief Investment Officer, appeared on CNBC's Fast Money Halftime Report on August 28, 2018 to discuss current market conditions and what they mean for investors.
Chevy Chase Trust - Investment Update, Fourth Quarter 2018

Investment Update, Second Quarter 2017

Global equity markets rose during the first half of 2017. In fact, annualized returns are on pace for the fifth best showing in 30 years. The MSCI All Country World Index (ACWI) generated a total return of 4.45% during the second quarter of 2017, bringing its year-to-date return to 11.82%.
Chevy Chase Trust - Investment Update, Fourth Quarter 2018

Investment Update, Fourth Quarter 2013

Economic Conditions (Audio Version) The over-arching theme for 2013, reminiscent of the Sherlock Holmes story, “Silver Blaze,” can be characterized […]
Chevy Chase Trust - Investment Update, Fourth Quarter 2018

Investment Update: Fourth Quarter, 2010

This is a quarterly update of economic conditions and investment strategy. Economic Conditions For the U.S. economy, 2010 was a […]
Chevy Chase Trust - Investment Update, Fourth Quarter 2018

Investment Update: Third Quarter, 2010

This is a quarterly update of economic conditions and investment strategy. Economic Conditions There were numerous reminders in the third […]
Chevy Chase Trust - Investment Update, Fourth Quarter 2018

Investment Update: Second Quarter, 2010

This is a quarterly update of economic conditions and investment strategy. Economic Conditions Real gross domestic product (GDP)—the output of […]
Chevy Chase Trust - Investment Update, Fourth Quarter 2018

Investment Update: First Quarter, 2010

This is a quarterly update of economic conditions and investment strategy. Economic Conditions The U.S. economic recovery continues, with a […]
Chevy Chase Trust - Investment Update, Fourth Quarter 2018

Investment Update: Fourth Quarter, 2009

This is a quarterly update of economic conditions and investment strategy. Economic Conditions The expected recovery in the U.S. economy […]
Chevy Chase Trust - Investment Update, Fourth Quarter 2018

Investment Update: Third Quarter, 2009

This is a quarterly update of economic conditions and investment strategy. Economic Conditions We expect positive GDP in the last […]
Chevy Chase Trust - Investment Update, Fourth Quarter 2018

Investment Update: Second Quarter, 2009

This is a quarterly update of economic conditions and investment strategy. Economic Conditions First quarter, 2009 U.S. GDP decreased at […]
Chevy Chase Trust - Investment Update, Fourth Quarter 2018

Investment Update: First Quarter, 2009

This is a quarterly update of economic conditions and investment strategy. Economic Conditions Fourth quarter, 2008 U.S. GDP decreased at […]
Chevy Chase Trust - Investment Update, Fourth Quarter 2018

Investment Update: Fourth Quarter, 2008

This is a quarterly update of economic conditions and investment strategy. Economic Conditions Third quarter, 2008 GDP decreased at an […]
Chevy Chase Trust - Investment Update, Fourth Quarter 2018

Investment Update: Third Quarter, 2008

This is a quarterly update of economic conditions and investment strategy. Economic Conditions While second quarter GDP increased at a […]
Chevy Chase Trust - Investment Update, Fourth Quarter 2018

Investment Update: Second Quarter, 2008

This is a quarterly update of economic conditions and investment strategy. Economic Conditions We see a very slow growing U.S. […]
Chevy Chase Trust - Investment Update, Fourth Quarter 2018

Investment Update: Fourth Quarter, 2007

This is a quarterly update of economic conditions and investment strategy. Economic Conditions Third quarter, 2007 GDP increased at an […]
Chevy Chase Trust - Investment Update, Fourth Quarter 2018

Investment Update: Third Quarter, 2007

This is a quarterly update of economic conditions and investment strategy. Economic Conditions Second quarter, 2007 GDP increased at an […]
Chevy Chase Trust - Investment Update, Fourth Quarter 2018

Investment Update: Second Quarter, 2007

This is a quarterly update of economic conditions and investment strategy. Economic Conditions First quarter, 2007 GDP increased at an […]
Chevy Chase Trust - Investment Update, Fourth Quarter 2018

Investment Update: First Quarter, 2007

This is a quarterly update of economic conditions and investment strategy. Economic Conditions Fourth quarter, 2006 GDP increased at an […]