New & Noteworthy

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First Quarter, 2021

Think of the quarter not as the beginning of a new year, but as the end of an extraordinary 12-month period. Learn where our thematic research is leading us.

 

Thematic Investing doesn’t follow common Wall Street practice. And it has made all the difference.

 

Important Disclosures

 

 

 

Our story begins with yours.

Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.

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Thematic Investing. The Other way.

Thematic Investing doesn’t follow common Wall Street practice. And it has made all the difference.

Chevy Chase Trust was pleased to host renowned author, journalist, and professor, Walter Isaacson for a conversation about his new book, The Code Breaker: Jennifer Doudna, Gene Editing, and the Future of the Human Race. In the book, Mr. Isaacson showcases Jennifer Doudna, Ph.D., whose work on the gene-editing technology called CRISPR won her and Emmanuelle Charpentier the 2020 Nobel Prize in Chemistry and, Mr. Isaacson believes, will change the future of medicine.

Click on the link above to view the recording of the Chevy Chase Trust event featuring Mr. Isaacson’s description of Dr. Doudna’s journey of discovery, the life sciences revolution in which “molecules will become the next microchip,” the ethical issues associated with designer babies and much more. His remarks are followed by a question and answer session led by Amy Raskin, Chief Investment Officer, and Andrew Marshall, Vice President, both of Chevy Chase Trust.

 

Read our white paper on Investing in Disruptive Change: Personalized Medicine »

Read our white paper on Genomics »

 

Important Disclosures

 

 

 

Our story begins with yours.

Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.

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A Conversation with Walter Isaacson on March 9, 2021

Chevy Chase Trust was pleased to host renowned author, journalist, and professor, Walter Isaacson for a conversation about his new book.

 

Amy Raskin, Chief Investment Officer, discusses prudent portfolio management after the recent growth sell-off during her appearance on CNBC’s Halftime Report.

 

Important Disclosures

 

 

 

Our story begins with yours.

Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.

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Amy Raskin featured on CNBC’s Fast Money Halftime Report – February 26, 2021

Amy Raskin, Chief Investment Officer, discusses prudent portfolio management after the recent growth sell-off during her appearance on CNBC’s Halftime Report.

We are pleased to have Jeff Whitaker join Chevy Chase Trust as our new President and CEO.

Jeff comes to Chevy Chase Trust after holding several leadership roles in wealth and investment management over the past two decades, including at Bridgewater Associates, Berkshire Partners, and the J.P. Morgan U.S. Private Bank. Jeff holds an undergraduate degree from Williams College and an MBA from The Wharton School.

Hear what drew Jeff to Chevy Chase Trust and his thoughts on this exciting next chapter  for the firm.

 

Read Jeff Whitaker’s Bio »

Important Disclosures

 

 

 

Our story begins with yours.

Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.

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A Message from Jeff Whitaker, our new President & CEO

Hear what drew Jeff to Chevy Chase Trust and his thoughts on this exciting next chapter for the firm.

 

Amy Raskin, Chief Investment Officer, discusses the impact of rising rates on already stretched valuations during her appearance on CNBC’s Halftime Report.

 

Important Disclosures

 

 

 

Our story begins with yours.

Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.

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Amy Raskin featured on CNBC’s Fast Money Halftime Report – January 12, 2021

Amy Raskin, Chief Investment Officer, discusses the impact of rising rates on already stretched valuations during her appearance on CNBC’s Halftime Report.

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.

12.8.2020 – Chevy Chase Trust was proud to partner with Virginia Hospital Center’s Infectious Diseases expert Dr. Rohit Modak. Learn Dr. Modak’s rules for staying safe during the COVID pandemic.

Important Disclosures

 

 

 

Our story begins with yours.

Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.

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A Covid 19 Briefing with Dr. Rohit Modak of VHC

Hear about Dr. Modak’s rules to live by, vaccine updates, and much more.

Optimizing the client experience at Chevy Chase Trust is critical to what we do. Michael Gildenhorn, Director of Client Management and Senior Portfolio Manager, discusses how our firm provides top-notch customer service for all of our clients.

Michael Gildenhorn’s Bio »

Important Disclosures

 

 

 

Our story begins with yours.

Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.

* REQUIRED FIELDS

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Food for Thought: The Client Experience

Optimizing the client experience at Chevy Chase Trust is critical to what we do. Michael Gildenhorn discusses how our firm provides top-notch customer service for all of our clients.

 

Amy Raskin, Chief Investment Officer, discusses the impact of the election and liquidity on financial markets.

 

Important Disclosures

 

 

 

Our story begins with yours.

Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.

* REQUIRED FIELDS

* FIRST NAME
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Amy Raskin featured on CNBC’s Fast Money Halftime Report – November 6, 2020

Amy Raskin, Chief Investment Officer, discusses the impact of the election and liquidity on financial markets.

 

View our webinar featuring Amy Raskin, CIO of Chevy Chase Trust, on “Investment Update,” and Dan Clifton, Partner and Head of Policy Research at Strategas, on “The 2020 Election in an Era of Unprecedented Disruption.”

Important Disclosures

 

 

 

Our story begins with yours.

Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.

* REQUIRED FIELDS

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Chevy Chase Trust Webinar | Amy Raskin and Dan Clifton

“Investment Update” and "The 2020 Election in an Era of Unprecedented Disruption."

Shifts in Supply Chains

The logistics behind storing and distributing emerging COVID vaccines is an easily missed but crucial detail in the global medicine supply chain.

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, CIO, featured on CNBC’s Halftime Report on 9/24/2020: Hear her take on the impact of the upcoming election on financial markets.

 

Important Disclosures

 

 

 

Our story begins with yours.

Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.

* REQUIRED FIELDS

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Amy Raskin featured on CNBC’s Fast Money Halftime Report – September 24, 2020

Amy Raskin, CIO, featured on CNBC’s Halftime Report on 9/24/2020: Hear her take on the impact of the upcoming election on financial markets.

With interest rates low, now may be a good time for transfer of wealth.

 

Important Disclosures

 

 

 

Our story begins with yours.

Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.

* REQUIRED FIELDS

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Food For Thought: Estate Planning

With interest rates low, now may be a good time for transfer of wealth.

 

Hear Amy Raskin, Chief Investment Officer, answer “Has tech topped?” on CNBC’s Halftime Report.

 

Important Disclosures

 

 

 

Our story begins with yours.

Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.

* REQUIRED FIELDS

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Amy Raskin featured on CNBC’s Fast Money Halftime Report – July 20, 2020

Amy Raskin featured on CNBC’s Fast Money Halftime Report – July 20, 2020

 

Listen to nonprofit leaders in the DMW describe how they have pivoted to meet the community’s expanding needs as a result of the COVID-19 shutdown.

Important Disclosures

 

 

 

Our story begins with yours.

Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.

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Chevy Chase Trust | Philanthropy Webinar

Guest speakers include The Community Foundation of Greater Washington, Manna Food, Mary’s Center and Catholic Charities.

 

On CNBC’s Halftime Report, Amy Raskin, CIO, discusses the growth trade and how high expectations may prove to be disappointing.

 

First and foremost, Chevy Chase Trust is an investment management firm.

Everything we do is designed to pursue the potential in your investment portfolio. It requires a level of dedication—and even a philosophy—you simply won’t find in a conventional money management firm.

It also requires focus. It means we act as a fiduciary in the context of an individualized investment strategy. And to that end, we also recommend a comprehensive financial plan that informs asset allocation and other key decisions.

Read more about Financial Planning »

Equity

By investing in themes rather than managing to benchmarks, we often see surprising results. Our strategy is founded on:

  • Long-term, secular, macroeconomic focus
  • Global, multi-cap stocks
  • Rigorous individual company analyses

Read more about Thematic Investing »

Read more about Our Approach »

 

Our story begins with yours.

Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.

* REQUIRED FIELDS

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Amy Raskin featured on CNBC’s Fast Money Halftime Report – June 19, 2020

On CNBC’s Halftime Report, Amy Raskin, CIO, discusses the growth trade and how high expectations may prove to be disappointing.

 

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.

 

 

Our story begins with yours.

Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.

* REQUIRED FIELDS

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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.

 

WASHINGTON (ABC7) —Having recently been named to the Forbes list of Top Women Wealth Advisors, Chevy Chase Trust’s Deb Gandy sat down with ABC7 news anchor Alison Starling to share some financial advice and a bit about Deb’s personal story. She described challenges she faced as a youth in the south during the civil rights movement and her work as one of the financial industry’s first female African American business development officers.

Read Deb’s bio »

Important Disclosures

 

 

Our story begins with yours.

Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.

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Washington ABC7 News | Deb Gandy

Chevy Chase Trust’s Deb Gandy sat down with ABC7 news anchor Alison Starling to share some financial advice and a bit about Deb’s personal story.

To Take or Not to Take: RMDs in 2020

The CARES Act offers a one-time opportunity to those age 70 ½ and older to forego their RMD for 2020. Susan Freed, CFP® answers questions about the important considerations involved in making this decision.

 

Amy Raskin, Chief Investment Officer, appeared on CNBC’s Fast Money Halftime Report on April 15, 2020, to discuss current market conditions and what they mean for investors.

 

 

Our story begins with yours.

Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.

* REQUIRED FIELDS

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Amy Raskin featured on CNBC’s Fast Money Halftime Report – April 15, 2020

Amy Raskin, Chief Investment Officer, appeared on CNBC's Fast Money Halftime Report on December 31, 2019, 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.Important Disclosures
We hope you and your family are well and safe during these trying times.

 

Want to avoid common mistakes that many investors make?
 

 

   
      

 

Our story begins with yours.

Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.

* REQUIRED FIELDS

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Food for Thought: 3 Common Mistakes Investors Make

Want to avoid common mistakes that many investors make?

Fourth Quarter, 2019

2019 was a good year for almost all asset classes. The S&P 500 total return of 31.5% was the second best in the last 20 years. U.S. bonds performed well, with 10-year Treasuries returning 8.8% for the year. Non-U.S. equities, gold and oil, all had positive returns.Important Disclosures

Amy Raskin, Chief Investment Officer, appeared on CNBC’s Fast Money Halftime Report on December 31, 2019, to discuss current market conditions and what they mean for investors.

 

 

   
      

 

Our story begins with yours.

Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.

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Amy Raskin featured on CNBC’s Fast Money Halftime Report – December 31, 2019

Amy Raskin, Chief Investment Officer, appeared on CNBC's Fast Money Halftime Report on December 31, 2019, to discuss current market conditions and what they mean for investors.

 

Chevy Chase Trust shares ideas about how to maximize your giving strategy.

 

 

   
      

 

Our story begins with yours.

Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.

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Food for Thought: Maximizing Your Charitable Donations

Susan Freed, CFP, Managing Director, discusses how to maximize your giving opportunity by taking full advantage of tax laws and our planning expertise at Chevy Chase Trust.

Third Quarter, 2019

Despite strong returns this year, U.S. equity markets remain stuck in a relatively narrow 20% trading range that has prevailed for almost two years. Volatility has increased, but the long running tug-of-war between bulls and bears has yet to be resolved. Important Disclosures