New & Noteworthy

Explore our latest news and insigts locllay and around the globe.

Video

 

 

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.

Important Disclosures

Amy Raskin | CNBC | Fast Money Halftime Report | January 19, 2023

Chief Investment Officer Amy Raskin says the bond market is our best indicator for what will happen to interest rates in the near term. Watch CNBC’s Halftime Report for more.

 

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.

 

Important Disclosures

Amy Raskin featured on CNBC’s Fast Money Halftime Report – December 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.

 

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.

 

Important Disclosures

Practical Planning Strategies | Presented by Laly Kassa & Elizabeth Kearns, Co-Heads of Planning

11/15/22: Learn about specific planning strategies to consider amid the temporarily elevated estate tax exemptions, the ongoing market volatility, and rising interest rates. Listen to “Practical Planning Strategies” presented by Laly Kassa and Elizabeth Kearns.

 

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.

 

Important Disclosures

Investment Strategies for a New Market Reality | Presented by Amy Raskin, Chief Investment Officer

9/20/22: 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.

 

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.

Learn more about Thematic Investing »

Important Disclosures

Thematic Video: Heterogenous Compute

At Chevy Chase Trust, we build equity portfolios of companies positioned to exploit powerful, secular trends, disruptive ideas, innovations and economic forces such as our theme The Dawn of Heterogenous Computing. Watch our video with Jeffrey C. Dillman, CFA, to learn more.

 

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.

Important Disclosures

Thematic Video: The End of Disinflationary Tailwinds

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 from Spencer Smith, Head of Institutional Investments.

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.

Important Disclosures

A Virtual Event: Advances in Skin Cancer Prevention, Diagnosis & Treatment

Can we dispel some common myths regarding skin cancer? Watch our virtual event “Advances in Skin Cancer Prevention, Diagnosis & Treatment” to learn more.

 

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.

 

Important Disclosures

Amy Raskin | CNBC | Fast Money Halftime Report | February 25, 2022

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.

 

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.

View the entire event here.

 

Important Disclosures

Columbia University’s School of Professional Studies | Jeff Whitaker

Our President & CEO, Jeff Whitaker, discussed what makes Chevy Chase Trust unique, the business model of the future, and his definition of success for the firm in a virtual panel discussion hosted by Columbia University School of Professional Studies.

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

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.