Drug, logistics and public-health officials assemble a cold-storage supply chain as experimental vaccines approach the end of late-stage testing.
With competitors at hand, Amazon moves to keep its 2-day delivery promise.
At Chevy Chase Trust, we specialize in global research and thematic investing informed by careful planning, and it's working. Barron's just named us to their 2020 list of Top 100 RIA Firms.
At Chevy Chase Trust, we help clients maintain and grow their long-term wealth. Meet Dan Serra, CFP® and Vice President.
According to STAT, temperature controlled containers, a critical but often overlooked part of the global supply chain, will be needed to deliver COVID vaccines around the world.
To meet demands and offset labor during COVID, we’re seeing an accelerated use of automation in the retail supply chain.
Chevy Chase Trust specializes in global thematic investing and careful planning. Look for us on the Washington Business Journal’s List of Largest Asset Managers.
Robots are helping speed the flow of goods while workers maintain social distance in warehousing and fulfillment operations.
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.
With interest rates low, now may be a good time for transfer of wealth.
Amy Raskin featured on CNBC’s Fast Money Halftime Report – July 20, 2020
Chevy Chase Trust is proud to announce its top ranking in the 2020 edition of the Financial Times 300 Top Registered Investment Advisers.
We recently sat down with Jessica Frommer to learn about her role at Chevy Chase Trust, her background, recommendations and more.
Finding the best executor or trustee to manage and protect your assets in accordance with the terms of your will or trust is a critical step toward achieving financial peace of mind.
On Tuesday, June 23, the IRS provided additional guidance on the waiver of required minimum distributions (RMDs) in 2020 under the CARES Act.
Amy Raskin featured on CNBC’s Fast Money Halftime Report – July 20, 2020
We recently sat down with Ashley G. Hall to learn about her role at Chevy Chase Trust, her background, lessons learned and more.
In some ways, thematic investing is a throwback to investing in a simpler time.
After a first-quarter plunge, equity markets rebounded in the second quarter.
The economic crisis brought on by Covid-19 has uncovered hidden vulnerabilities in global supply chains. One of the most glaring: a lack of responsiveness and adaptability.
Listen to excerpts from a conversation with Amy Raskin on June 18, 2020.
June 18, 2020 – Amy Raskin, CIO, discusses her take on equity market strength, the impact of global stimulus, interest rates and more.
‘State of Logistics Report’ says ‘painful and chaotic’ 2020 will likely lead to more stockpiling, shifts in manufacturing.
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.
It may take up to five years for offline sales to return to prepandemic levels.
Consumers buying items online was a major trend steadily rising prior to COVID-19, and then exploded during the outbreak.
These two partners are expanding on their joint horizons, adding in vivo projects while laying out a path to jointly develop new drugs for hemophilia A and B.
See how the Gap is using automation to overcome the challenges of Covid-19.
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.
“It takes 2,500 components to make a car, but just one component to not make a car,” said Madhur Jha, head of thematic research at Standard Chartered in India.
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.
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.
Facing SKU proliferation and shorter runs, the L’Oreal Group replaced an outdated system with a new track-based system of movers that brings fast changeover and high output.
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.
The FDA on Thursday, 5/7/20, approved a new diagnostic tool that employs the revolutionary CRISPR gene-editing technology to determine if someone is infected with the novel coronavirus.
During Pillsbury’s April 2020 webinar Capital Markets, Credit, and Investing: The Road Ahead
This year's Top Women Wealth Advisors list spotlights top advisors, including our own Deb Gandy.
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.
Elizabeth Kearns, Vice President at Chevy Chase Trust, discusses changes you should consider.
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
Regeneron Pharmaceuticals on Tuesday morning announced a breakthrough in the search for a Covid-19 treatment.
We hope you and your family are well and safe during these trying times.
Roundtable: How will investing by family offices change as wealth is transferred to a new generation?
Roundtable: How will investing by family offices change as wealth is transferred to a new generation?
For the first time, scientists have used the revolutionary gene-editing technique known as CRISPR to modify genes in cells inside the human body, in the hopes of enabling blind people to see, NPR has learned.
Reading the genome (which is made of RNA, not DNA) also allows researchers to monitor how 2019-nCoV is changing and provides a roadmap for developing a diagnostic test and a vaccine.
Companies trying to get closer to customers and keep costs down turn to smaller sites heavy with automation.
We recently sat down with Bobby Eubank, equity research analyst at Chevy Chase Trust, to learn more about his background.
Want to avoid common mistakes that many investors make?
Ashley Hall has Joined Chevy Chase Trust as Vice President, Wealth Advisor/Relationship Manager. She advises clients in the areas of investment management, financial and estate planning, and trust administration.
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.
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.
Amy P. Raskin, Chief Investment Officer On February 3, 2014, Amy Raskin, joined Chevy Chase Trust as Chief Investment Officer […]
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.
Susan Freed, CFP®, Managing Director In April 2014, Susan G. Freed, former President of Freed Advisors, and her firm joined […]
As thematic investors, we study secular trends, disruptive innovations and economic forces with the potential to reshape the world. Personalized medicine is a case in point.
The preparations to serve biopharma’s explosion of gene therapy pipeline candidates continues.
We recently sat down with Laly Kassa, who helps high net worth individuals, foundations, and non-profits with financial strategy at Chevy Chase Trust.
Elizabeth Warren wants to tax those she calls ultra-millionaires. Bernie Sanders has targeted the top 0.1%. And Joe Biden is seeking to reverse President Donald Trump’s tax cuts.
The holiday hiring frenzy is under way and robots are joining the rush to seasonal jobs.
Bethesda Magazine spotlights Najmah Abdur-Rahman's time in the Urban Alliance internship program with Chevy Chase Trust’s Amy Newman, Senior Trust Officer.
Companies are firing up fleets of unmanned aircraft in a race to deliver everything from electronics to food.
Waymo and Renault are working with the Paris region to explore the possibility of establishing an autonomous transportation route...
A study finds evidence for how to reduce some of it, but also a large blind spot on how to remove the rest.
Clorox, Nestlé spend millions on factories to cut high costs for making and transporting heavy product
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
Andrew Marshall, Equity Portfolio Manager and Macroeconomic Research Analyst, discusses our current thinking about one of our global themes.
We recently sat down with Jast Sohi, who is an equity portfolio manager and macroeconomic research analyst at Chevy Chase Trust, to learn more about his background and who and what inspired his career in finance.
Store closures in the first six months of the year have already exceeded the number of bricks-and-mortar stores closed in all of 2018.
Thematic investing at Chevy Chase Trust is a progressive departure from common Wall Street practice. It examines how the world is changing, determines which companies will be advantaged and invests accordingly.
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Important Disclosures
The manufacturing industry is undergoing technological transformation, but progress has been slow. From robotics and automation to AI, technological advancements have arrived, yet roadblocks exist that prevent widespread adoption.
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.
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.
Scientists Attempt Controversial Experiment To Edit DNA In Human Sperm Using CRISPR
At Chevy Chase Trust each relationship begins with a comprehensive review of the client’s financial situation. Recently, we sat down with Deb to learn more about her background and how she began her career.
Lawrence P. Fisher, II President of Family Wealth Services An Interview with Larry Fisher, Senior Managing Director & President, Family […]
What can an individual do to avoid higher taxes when faced with the loss of significant deductions?
Jeffrey C. Dillman, CFA Senior Portfolio Manager Jeff Dillman joined Chevy Chase Trust as Managing Director and Portfolio Manager, coming […]
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.
We recently sat down with Paula A. Landau, Managing Director, to learn more about her background and who and what inspired her career in finance.
We recently sat down with Elizabeth Kearns, Vice President, to learn more about her background and who and what inspired her 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.
Amy Raskin, Chief Investment Officer, appeared on CNBC's Fast Money Halftime Report on March 12, 2019, to discuss current market conditions and what they mean for investors.
On December 1, 2018, the Chevy Chase Trust Client Portal changed from CConnect to Wealth Access. CConnect will remain available […]
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.
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.
