Preparing for New Wave of Treatments, Fujifilm Drops $55 Million for Gene Therapy Center
The preparations to serve biopharma’s explosion of gene therapy pipeline candidates continues.
New & Noteworthy
Explore our latest news and insigts locllay and around the globe.
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Q & A with Laly Kassa, CFP®
We recently sat down with Laly Kassa, who helps high net worth individuals, foundations, and non-profits with financial strategy at Chevy Chase Trust.
Muni-Bond Desks Stand to See Big Wins If Trump Loses
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.
’Tis the Season for Surge Robots as Holiday Hiring Finds Automation
The holiday hiring frenzy is under way and robots are joining the rush to seasonal jobs.
Urban Alliance: Giving High School Students Experience in the Corporate World
Bethesda Magazine spotlights Najmah Abdur-Rahman's time in the Urban Alliance internship program with Chevy Chase Trust’s Amy Newman, Senior Trust Officer.
The Drones Are Coming! How Amazon, Alphabet and Uber Are Taking to the Skies
Companies are firing up fleets of unmanned aircraft in a race to deliver everything from electronics to food.
Waymo and Renault to Explore Autonomous Mobility Route in Paris Region
Waymo and Renault are working with the Paris region to explore the possibility of establishing an autonomous transportation route...
The Huge Waste in the U.S. Health System
A study finds evidence for how to reduce some of it, but also a large blind spot on how to remove the rest.
Cat-Litter Rivals Pounce on New Shipping Strategies
Clorox, Nestlé spend millions on factories to cut high costs for making and transporting heavy product
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
Andrew Marshall, Portfolio Manager and Research Analyst, discusses our thematic investing approach to the Health Care Revolution.
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Food for Thought: The Health Care Revolution
Andrew Marshall, Equity Portfolio Manager and Macroeconomic Research Analyst, discusses our current thinking about one of our global themes.
Q & A with Jastinder Sohi
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.
Retail Bankruptcies Rise, Store Closures Skyrocket in First Half of 2019
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 Performs
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
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Important Disclosures
Consumer Electronics Manufacturer ASUS’s CTO Says AI Will Unblock Industry 4.0 Adoption
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.
Demographics: Economic Consequences
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
Scientists Attempt Controversial Experiment To Edit DNA In Human Sperm Using CRISPR
Q & A with Deb Gandy
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.
Q & A with Lawrence P. Fisher, II
Lawrence P. Fisher, II President of Family Wealth Services An Interview with Larry Fisher, Senior Managing Director & President, Family […]
Tax-Savvy Giving Strategies May Provide Some Relief for High-Income Earners, by Susan Freed, CFP®
What can an individual do to avoid higher taxes when faced with the loss of significant deductions?
Q & A with Jeffrey C. Dillman
Jeffrey C. Dillman, CFA Senior Portfolio Manager Jeff Dillman joined Chevy Chase Trust as Managing Director and Portfolio Manager, coming […]
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.
Q & A with Paula Landau, CFP®, CTFA
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.
Q & A with Elizabeth Kearns
We recently sat down with Elizabeth Kearns, Vice President, to learn more about her background and who and what inspired her career in finance.
St. Maria’s Meal Program and Chevy Chase Trust
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.
Amy Raskin featured on CNBC’s Fast Money Halftime Report – March 12, 2019
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.
Conversion Notice
On December 1, 2018, the Chevy Chase Trust Client Portal changed from CConnect to Wealth Access. CConnect will remain available […]