Investment Advisors
Explore our latest news and insigts locllay and around the globe.
1/19/23: With inflation set to come down, Chief Investment Officer Amy Raskin says we should be looking at the bond market for guidance as it relates to interest rates. Listen to what she had to say on on CNBC‘s Halftime Report.
12/20/2022 – Despite rising rates, Chief Investment Officer Amy Raskin isn’t pessimistic about the market as we head into 2023. Hear what she had to say on CNBC‘s Halftime Report.
Are financials a good place to be as we approach the end of 2022? Watch Chief Investment Officer Amy Raskin discuss her viewpoint on CNBC‘s Halftime Report.
On November 15, 2022, Laly Kassa and Elizabeth Kearns, Co-heads of Planning, presented “Practical Planning Strategies”, a one-hour session on important planning techniques for getting your financial house in order and specific strategies for today’s economic environment.
September 20, 2022 – While 2022 has been a difficult year for most investors, with rising interest rates and turbulent financial markets, market declines don’t last forever. Is now a riskier time to invest than it was a year ago, before the market downturn? Amy Raskin, Chief Investment Officer, answers this question and puts today’s market environment into context, focusing first on U.S. equities and then bonds and international equities.
Hear Chief Investment Officer Amy Raskin’s perspective on the inflation rate on CNBC‘s Halftime Report.
What will September hold for stocks after the last few choppy weeks? Watch Amy Raskin, Chief Investment Officer, discuss her perspective on CNBC‘s Halftime Report.
As physical and economic challenges limit further scaling of computing technology, improvements will come from special-purpose technology designed for specific applications rather than general-purpose processors.
Learn where our investments are focused and how companies are enabling this technology in our video with Jeffrey C. Dillman, CFA, Senior Portfolio Manager.
Is the bad news already priced into the market? Watch Amy Raskin, Chief Investment Officer, discuss her perspective on CNBC‘s Halftime Report.
Wondering about the impact of China lockdowns on Nike? Hear Amy Raskin’s perspective from CNBC‘s Halftime Report.
Will the market’s bumpy ride continue? Hear insights from Amy Raskin, Chief Investment Officer, on CNBC‘s Halftime Report.
While there are no calm seas in investing, it is possible to have a prosperous voyage.
While there are some temporary factors boosting inflation, we believe there are longer term structural elements that have changed over the last decade that make a longer period of elevated inflation more likely. Hear Spencer Smith, Head of Institutional Investments, detail some of the characteristics shaping the End of Disinflationary Tailwinds.
3.21.2022 – Chevy Chase Trust was honored to host Georgetown Lombardi Cancer Center’s Dr. Michael Atkins and University of Pittsburgh’s Dr. Laura Ferris on the topic “Advances in Skin Cancer Prevention, Diagnosis & Treatment.” Learn ways to protect yourself and the innovative treatments being used today.
Has the market hit bottom? Hear Amy Raskin, Chief Investment Officer, discuss why she thinks it hasn’t on CNBC‘s Halftime Report.
Amy Raskin, Chief Investment Officer, foresees a tough year ahead for financial markets, but the team at Chevy Chase Trust won’t let the baby be thrown out with the bathwater. Instead they’re researching the best long-term investment opportunities. Hear more from Amy on CNBC‘s Halftime Report.
2.10.2022 – Watch to learn more about how to integrate charitable goals and tax-saving strategies into your overall financial and estate plans.
Describing a unique investment courage and a steadfast commitment to client service and stewardship, Jeff Whitaker, President & CEO of Chevy Chase Trust, reflects on the firm’s accomplishments in 2021.
Read Jeff Whitaker‘s Bio »
Amy Raskin, Chief Investment Officer, sees a choppy market ahead, but no recession. Hear her perspective on CNBC’s Halftime Report.
What are three important steps everyone should take to ensure their estate plan is complete? Hear from Elizabeth Kearns, Co-Head of the Planning Group.
Learn about Financial Planning.
President & CEO of Chevy Chase Trust, Jeff Whitaker, joined a panel conversation hosted by Columbia University’s Masters in Wealth Management program. Hear Jeff’s perspective on the growing wealth management industry, its various business models, key challenges and opportunities.
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 »
