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.
Retailers are meeting new consumer demands by combining automation with smaller, urban distribution sites for fast delivery.
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.
"Tyson, Smithfield, Cargill and JBS are all looking into ways to incorporate more automation as they modernize their plants."
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.”
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, Chief Investment Officer, was a featured panelist on Pillsbury’s webinar on Thursday, September 24. The topic was “Where to from here? Capital markets, credit, and the economy as of September 24, 2020."
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.
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. Hear her perspective on the economic downturn, the liquidity push, and her optimism about a Covid 19 remedy.
“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.
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.
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.
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
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.
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.
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, Portfolio Manager and Research Analyst, discusses our thematic investing approach to the Health Care Revolution.
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.
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.
FIND OUT MORE. 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.
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.