New & Noteworthy

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

Institutional

 

 

1/19/23: With inflation set to come down, Chief Investment Officer Amy Raskin says we should be looking at the bond market for guidance as it relates to interest rates. Listen to what she had to say on on CNBC‘s Halftime Report.

Important Disclosures

Amy Raskin | CNBC | Fast Money Halftime Report | January 19, 2023

Chief Investment Officer Amy Raskin says the bond market is our best indicator for what will happen to interest rates in the near term. Watch CNBC’s Halftime Report for more.

 

12/20/2022 – Despite rising rates, Chief Investment Officer Amy Raskin isn’t pessimistic about the market as we head into 2023. Hear what she had to say on CNBC‘s Halftime Report.

 

Important Disclosures

Amy Raskin featured on CNBC’s Fast Money Halftime Report – December 20, 2022

Despite rising rates, Chief Investment Officer Amy Raskin isn’t pessimistic about the market as we head into 2023. Hear what she had to say on CNBC's Halftime Report.

 

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.

Second Quarter | 2022

One question stands paramount: Will it take a deep recession to tame inflation, as in the 1980s, or will a brief, mild economic contraction suffice? Learn more in our Q2 Investment Update.

 

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. 

First Quarter, 2022

At Chevy Chase Trust, we invest in global themes. That means we are Thematic investors with the flexibility to alter portfolios based on changing macroeconomic environments. Learn about adjustments we are making in light of the broad market rotation in our Q1 Investment Update.

 

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.

Exclusive Q&A: Decathlon applies RFID across the enterprise

As automation technology has improved and installation costs have declined, adopting it has become feasible for other industries like retail, transforming the typical supply chain. Read this article to learn how Decathlon, the largest sporting goods retailer in the world, is using UHF RFID technology to uniquely identify products anywhere and in any kind of supply chain.

 

Amy Raskin, Chief Investment Officer, foresees a tough year ahead for financial markets, but the team at Chevy Chase Trust won’t let the baby be thrown out with the bathwater. Instead they’re researching the best long-term investment opportunities. Hear more from Amy on CNBC‘s Halftime Report.

 

Important Disclosures

Amy Raskin | CNBC | Fast Money Halftime Report | February 25, 2022

Amy Raskin, Chief Investment Officer, foresees a tough year ahead for financial markets, but the team at Chevy Chase Trust won’t let the baby be thrown out with the bathwater. Instead they’re researching the best long-term investment opportunities.

Fourth Quarter: 2021

After another outsized year for the S&P 500, what lies ahead? Will the technology sector continue to lead? Learn our perspective in our year-end Investment Update.

Third Quarter: 2021

Due to choppiness in the last two weeks of September, the S&P 500 Index ended the third quarter roughly flat. Nonetheless, the Index has delivered a strong...