Noteworthy Archives - 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%.

Spencer Smith featured on Gray TV: “Robot revolution: Is your job at risk?”

Spencer Smith, Director of Research, was interviewed for an article regarding the rise of artificial intelligence and robotics.

Chevy Chase Trust hosts John O. Brennan for Spring Reception

Chevy Chase Trust was proud to host John O. Brennan, former Director of the Central Intelligence Agency (2013-2017) on April 24, 2017.

Investment Update, First Quarter 2017

During the first quarter of 2017, the S&P 500 Index generated a total return of 6.07%. Almost all of the gain, 5.36%, occurred between early February and early March. Since the election, the S&P has returned slightly over 10%.

Tom Cholis, featured speaker for Washington, D.C. Estate Planning Council event

Chevy Chase Trust Senior Advisor Tom Cholis was a featured speaker for the Washington, D.C. Estate Planning Council’s “Inside the Members’ Heads” on Wednesday, March 15, 2017.

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.

Dr. Claudine Isaacs, featured speaker at Women & Progress 2017

Chevy Chase Trust hosted the third in a biannual series of events focused on issues important to women on February 15, 2017.

Chevy Chase Trust hosts Ambassador Melanne Verveer for Women & Progress 2017

On February 15, Chevy Chase Trust hosted Women and Progress, an event focused on the advancements women are making in corporate America, politics and breast cancer research.

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.

Investment Update, Fourth Quarter 2016

2016 was a good year for equity markets.

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.

Blake Keeley Doyle Joins Chevy Chase Trust

Blake Keeley Doyle has joined the firm as Managing Director to build its institutional client business.

Market Update

U.S. equity markets closed higher both days after the Donald Trump victory and Republican sweep of Congress.

Investment Update, Third Quarter 2016

There has been no shortage of newsworthy events this year. We’ve endured terrorist attacks on multiple continents and a widespread epidemic, Zika.

A message from the President & CEO

I like to think of Chevy Chase Trust as an investment think tank.

Investment Update, Second Quarter 2016

During almost all of the second quarter, U.S. equity markets seemed impervious to bad news. Through June 23, the S&P 500 traded in a 100 point range between 2,025 and 2,125, close to its record high of 2,134 in May, 2015. Then came Brexit.

What Differentiates Chevy Chase Trust?

Clients tell us they find our approach to be refreshingly straightforward. We offer careful planning, global thinking, exhaustive research and thematic portfolios. This is investing pure and simple.

Chevy Chase Trust: Company Vision

Everything about Chevy Chase Trust gives our entire team the freedom to practice the art and science of creative thinking.

What is Thematic Investing?

Thematic investing is at the core of portfolio management at Chevy Chase Trust. We believe that adherence to a thematic investment process delivers superior results over wealth-relevant time horizons.

Chevy Chase Trust’s thematic investing approach featured in Forbes article on “Investing Beyond the Trends”

Chevy Chase Trust, recently named #1 on the annual Forbes list of Top Wealth Managers, orients its entire research process around investing in global themes.

Important Disclosures

Investment Update, Fourth Quarter 2015

The S&P Index ended 2015 at 2,044, almost exactly where it started the year at 2,059. Including dividends, the Index’s total return for the year was +1.38%. Volatility was higher than in any year since 2008. Market performance was very concentrated.

Investment Update, Third Quarter 2015

Much changed in the third quarter. The narrow trading range that characterized the first seven and a half months of 2015 was breached in mid-August with a significant market decline and increased volatility.

Chevy Chase Trust Fall Investment Symposium

On September 23rd, Chevy Chase Trust hosted its Fall Investment Symposium featuring experts in the areas of investment management, world-wide demographics, and global economics.

Category: Noteworthy