New & Noteworthy

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

Institutional

 

 

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.

10.4.2021 – When looking for investment returns, does the macroeconomic environment matter? Or is it just stock picking? Hear Amy Raskin, Chief Investment Officer, discuss her insights at the 2021 Alpine Macro Investment Conference.

Important Disclosures

Amy P. Raskin, CIO | Conference Moderator

We make macro-economic analysis an explicit part of our thematic investment process at Chevy Chase Trust. Learn why it matters from Amy Raskin, Chief Investment Officer, during remarks at the 2021 Alpine Macro Investment Conference.

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...

 

Hear Amy Raskin, Chief Investment Officer, suggests current conditions are the exact opposite of a Goldilocks environment. Listen to her perspective on CNBC’s Halftime Report.

 

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, 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 […]