Noteworthy Archives - Chevy Chase Trust

Finding Opportunity in Disruptive Change: Retailing and Its Supply Chain

Finding Opportunity in Disruptive Change: Retailing and its Supply Chain

Today in the retail industry we're seeing that traditional brick-and-mortar stores are struggling despite a relatively healthy economy.

Financial Planning and College Savings

Every client at Chevy Chase Trust receives comprehensive financial planning.

Thematic Investing at Chevy Chase Trust

In some ways, thematic investing is a throwback to investing in a simpler time.

Chevy Chase Trust hosts Spring Reception at the Smithsonian’s Renwick Gallery

On April 24, Chevy Chase Trust hosted its annual Cocktail Party and Reception at the Renwick Gallery’s exhilarating exhibition “No Spectators: The Art of Burning Man.”

Investment Update, First Quarter 2018

The S&P 500 Index began 2018 at 2,674. It ended the first quarter at 2,641. After accounting for dividends, the S&P generated a relatively small negative return of -0.76%.

Q & A with Tap Chibaya

We recently sat down with Tapfuma Chibaya, an Equity Research Analyst at Chevy Chase Trust, to learn more about his background and what he enjoys most about his career.

Amy Raskin, featured speaker at Strategas 12th Annual Macro Conference

At the Strategas 12th Annual Macro Conference on March 1, 2018, Chevy Chase Trust’s Chief Investment Officer, Amy Raskin, presented her views on Thematic Investing.

Investing in Disruptive Change: The Great U.S. Wealth Migration

As thematic investors, we look for phenomena that are transforming economic prospects across multiple industries. Here we discuss one of these phenomena, the migration of U.S. wealth to urban areas, and some of the investment implications.

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.

Finding Opportunity in Disruptive Change: Retailing and Its Supply Chain

As thematic investors, we look for phenomena that are transforming cash flows and profitability across multiple industries. Here, we discuss one of these phenomena—how the next generation of automation is impacting the retail industry.

Q & A with Marc K. Wishkoff

At Chevy Chase Trust, Marc oversees the delivery of Chevy Chase Trust services to clients and coordinates with their legal, accounting and other third-party advisors.

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.

Investment Update, Fourth Quarter 2017

2017 was an extraordinary year for stocks. The S&P 500 generated a total return of 21.8%, and rose every single month of the year.

At Chevy Chase Trust’s 2017 Fall Investment Symposium, Spencer Smith, Head of Institutional Investing, discusses the thematic research process.

Spencer described the characteristics of a successful theme and also outlined how we use investment research to narrow down the over 250,000 publicly traded securities to the 40 or 50 stocks that go into client investment portfolios. “Before we make an investment in any individual company, there’s a long dynamic process that precedes that decision.”

To view highlights from Spencer’s presentation, click here.

To view his full presentation, click here.

Important Disclosures

Thematic Investing

At Chevy Chase Trust's 2017 Fall Investment Symposium, Spencer Smith, Head of Institutional Investing, discusses the thematic research process.

At Chevy Chase Trust’s 2017 Fall Investment Symposium, Tap Chibaya, Equity Research Analyst, presents the theme of U.S. Urbanization.

Tap began by pointing out that, for the first time in one hundred years, the rate of urban population growth is outpacing suburban areas, and America’s global competitiveness is now more centered around urban areas and the amenities and opportunities they offer. “Urbanization will contribute to sustainable growth in the U.S. by increasing productivity and allowing innovations and new ideas to emerge.”

To view highlights from Tap’s presentation, click here.

Important Disclosures

U.S. Urbanization

At Chevy Chase Trust's 2017 Fall Investment Symposium, Tap Chibaya, Equity Research Analyst, presents the theme of U.S. Urbanization.

Global Macroeconomic Overview and Investment Process

Amy Raskin, Chief Investment Officer, presents a global macro overview and the four steps of the investment process at Chevy Chase Trust’s 2017 Fall Investment Symposium.

Laly Kassa, Managing Director at Chevy Chase Trust, answers questions about Giving Tuesday and the tax benefits of charitable donations.

Laly Kassa featured on Fox 5 News

Laly Kassa, Managing Director at Chevy Chase Trust, answers questions about Giving Tuesday and the tax benefits of charitable donations.

Michael A. Coke, President and Co-founder of Terreno Realty Corporation, discusses industrial real estate in an urban environment at Chevy Chase Trust’s 2017 Fall Investment Symposium.

Mike discussed how real estate investors are changing their perspective when it comes to investing in urban areas. “D.C. itself has become the draw [in industrial real estate]; we’ve actually been shifting our investment focus from being in the suburbs to the city itself.”

To view Mike’s full presentation, click here.

Important Disclosures

Industrial Real Estate in an Urban Environment

Michael A. Coke, President and Co-founder of Terreno Realty Corporation, discusses industrial real estate in an urban environment at Chevy Chase Trust's 2017 Fall Investment Symposium.

Bobby Eubank, Equity Research Analyst, presents the theme of Automation at Chevy Chase Trust’s 2017 Fall Investment Symposium.

Bobby discussed how automation is enabling three areas of change in the retail supply chain that enable better service, lower cost, and faster delivery. “Automation equipment could dramatically expand beyond the giant factories and truly affect our daily lives.”

To view highlights from Bobby’s presentation, click here.

Important Disclosures

Next Generation Automation

Bobby Eubank, Equity Research Analyst, presents the theme of Automation at Chevy Chase Trust's 2017 Fall Investment Symposium.

Q & A with Blake K. Doyle

We recently sat down with Blake Keeley Doyle, Managing Director, to learn more about her background and who and what inspired her career in finance.

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.

Investment Update, Third Quarter 2017

U.S. equity markets continued a steady climb during the third quarter of 2017.

Q & A with Michael Gildenhorn

We recently sat down with Michael to learn more about his background and how he began his career.

Amy Raskin featured in September’s Real Assets Adviser magazine

Read about who and what inspired her towards a career in finance and her commitment to thematic investing, the guiding principle at Chevy Chase Trust.

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%.

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