Thematic investing involves capitalizing on secular trends, disruptive innovations and economic forces that are reshaping the world. Of particular interest are investments that are at the intersection of multiple themes.
Amy Raskin, Chief Investment Officer, appeared on CNBC's Fast Money Halftime Report on February 4, 2019 to discuss current market conditions and what they mean for investors.
We recently sat down with Andrew Marshall, Vice President, to learn more about his background and who and what inspired his career in finance.
On May 1, 2019, ten volunteers from Chevy Chase Trust headed into downtown D.C. to help support Catholic Charities’ St. Maria’s Wednesday Night Meal Program. The St. Maria’s Meal Program aims to meet the needs of individuals and families by providing them with warm nutritious meals.
As thematic investors, we look for phenomena that are transforming economic prospects across multiple industries. Then, we seek to identify companies that will benefit, are investable through public equities with ample liquidity, and are likely to pay off within three to five years.
Chevy Chase Trust was proud to be the title sponsor for the 2019 Little Hoya Golf Classic for Georgetown Perparatory School on Friday, April 26th. The event took place at the Manor Country Club in Rockville, MD, and over 150 golfers participated. The annual alumni golf tournament proceeds benefit the Fr. Galvin, S.J., and Gus Coup Scholarship funds.
Bobby Eubank, Research Analyst, discusses our current thinking about one of our global themes.
On April 6, 2019, Chevy Chase Trust was proud to support Round House Theatre at its 2019 Broadway Near Bethesda Gala. The annual gala raised $280,000 in support of Round House education and artistic programs, making it the most successful Gala in their history.
On April 5, 2019, Chevy Chase Trust proudly sponsored Catholic Charities at its 2019 Annual Foundation Gala at the Marriott Marquis Hotel.
Anyone who has ever spent a frustrating few hours clothes shopping knows that one size doesn’t fit all. When it comes to retirement, many women, in particular, need a custom fit.
Ellen Perry recently sat down with Chevy Chase Trust to talk about the question she gets asked most frequently from wealthy families.
What are the advantages to thematic investing — as well as the pitfalls? Spencer Smith, head of institutional investments discusses these questions on the Real Assets Adviser ShopTalk podcast.
We are asked a lot of questions about when and how to speak to the next generation about wealth. So as food for thought, we are sharing the answers.
On Thursday, November 1, 2018, The Community Foundation of Montgomery County hosted its annual Celebration of Giving.
On November 28, 2018, Chevy Chase Trust hosted Leaders & Lunch featuring Ellen Perry, Founder and Principal of Wealthbridge Partners, who spoke about “How to Pass on Values to the Next Generation.”
We receive a lot of questions about investing in individual bonds versus mutual funds, so as Food for Thought we are sharing the answers.
Chevy Chase Trust will be converting to a new Trust Accounting System the weekend of December 1-2, 2018. During this time, clients will not be able to access account information in CConnect. We apologize for this inconvenience.
We receive a lot of questions about social security benefits and as food for thought, we are sharing the answers on when is the best time to collect.
On October 3, Chevy Chase Trust hosted Health Insights 2018, a program featuring three experts in the areas of genetic testing, the microbiome and the mind-gut relationship.
A 501c3 nonprofit public charity, Less Cancer focuses on addressing preventable cancers through education and continuing medical education for healthcare providers, including physicians, nurses and public health professionals.
As Nvidia makes deep inroads into AI, its share price is skyrocketing. Bobby Eubank, Equity Research Analyst weighs in.
The S&P 500 Index generated a total return of 7.71% for the third quarter, bringing the nine month return to 10.56%.
From Real Assets Adviser: The private wealth business is facing a persistent and decades-old personnel crisis. Marc Wishkoff, Managing Director, weighs in on what will it take to attract the next generation of advisers.
From U.S. News & World Report: While many people relocate to retirement communities after they leave the workforce, some Americans are moving to one before stepping away from the office. Laly Kassa, Managing Director weighs in.
We recently sat down with Ed Dobranetski, a Managing Director at Chevy Chase Trust, to learn more about his background and how he became interested in investment management.
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.
The S&P 500 Index began 2018 with an initial surge from 2,674 to a high of 2,873 on January 26th.
Today in the retail industry we're seeing that traditional brick-and-mortar stores are struggling despite a relatively healthy economy.
Every client at Chevy Chase Trust receives comprehensive financial planning.
In some ways, thematic investing is a throwback to investing in a simpler time.
On April 24, Chevy Chase Trust hosted its annual Cocktail Party and Reception at the Renwick Gallery’s exhibition “No Spectators: The Art of Burning Man.”
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%.
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.
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.
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.
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.
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.
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.
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.
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.
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.
At Chevy Chase Trust's 2017 Fall Investment Symposium, Tap Chibaya, Equity Research Analyst, presents the theme of U.S. Urbanization.
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.
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.
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.
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.
Spencer Smith, Director of Research, and Bobby Eubank, Equity Research Analyst, offer insight on the sporting apparel’s ambitions for improving supply chain processes.
Jeannette Roegge, Chief Fiduciary Officer, discusses how to determine whether a corporate trustee or executor might be beneficial to manage and protect assets.
Despite below-average economic growth and recurring geopolitical uncertainty, manufacturers here in the U.S. are reporting brisk business.
U.S. equity markets continued a steady climb during the third quarter of 2017.
We recently sat down with Michael to learn more about his background and how he began his career.
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.
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, Director of Research, discusses the potential impact of artificial intelligence and robotics on employment.
Chevy Chase Trust was proud to host John O. Brennan, former Director of the Central Intelligence Agency (2013-2017) on April 24, 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%.
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.
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.
Chevy Chase Trust hosted the third in a biannual series of events focused on issues important to women on February 15, 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.
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.
2016 was a good year for equity markets.
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 has joined the firm as Managing Director to build its institutional client business.
U.S. equity markets closed higher both days after the Donald Trump victory and Republican sweep of Congress.
There has been no shortage of newsworthy events this year. We’ve endured terrorist attacks on multiple continents and a widespread epidemic, Zika.
I like to think of Chevy Chase Trust as an investment think tank.
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.
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.
Everything about Chevy Chase Trust gives our entire team the freedom to practice the art and science of creative thinking.
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, recently named #1 on the annual Forbes list of Top Wealth Managers, orients its entire research process around investing in global themes.
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.
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.
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.