Investment Update, Fourth Quarter 2013
Economic Conditions The over-arching theme for 2013, reminiscent of the Sherlock Holmes story, “Silver Blaze,” can be characterized as “the […]
New & Noteworthy
Explore our latest news and insigts locllay and around the globe.
China
Last Week in Review
Week of May 21 – 25, 2012 Economics In general, U.S. economic data last week was slightly above expectations. Despite […]
Colombian Oil Fuels Economic Progress
Colombia, a country followed closely by Chevy Chase Trust’s investment team, continues to ride a wave of good news. At the top of the list is Time magazine’s cover story: The Colombian Comeback.
China Welcome to Boost Investment in Canadian Oil Industry, Oliver Says- Bloomberg
Canada’s Natural Resource Minister invites China to invest in oil sands. China Welcome to Boost Investment in Canadian Oil Industry, […]
China’s Urban Population Exceeds Countryside for First Time
Our continued interest in global urbanization rings true in China. China’s Urban Population Exceeds Countryside for First Time
The Products Chinese Consumers Want – Harvard Business Review
Learn about how China’s consumers are changing and how companies might alter their plans for growth. The Products Chinese Consumers […]
China’s Stubbornly High Food Prices – Gordon Orr – Harvard Business Review
Inflation rates and high food prices continue to rise in China. China’s Stubbornly High Food Prices – Gordon Orr – […]
Investment Update: Second Quarter, 2011
This is a quarterly update of economic conditions and investment strategy. Economic Conditions Last quarter, we addressed the headwinds facing […]
Oil in Latin America? Colombia Deserves a Look
Two months ago in our series of blogs on oil, I highlighted Canada and its oil sands as a niche area showing great potential. With the recent pullback in oil prices, there is another region, often overlooked by investors, that offers potential.
Lessons From China’s New Urbanization
Chevy Chase Trust takes keen interest in long-term secular themes that can be the catalyst for investment ideas. Here is one: urbanization.
Why There Is Investment Potential in Latin America
A couple of weeks ago, while lamenting the onset of cold weather here in Washington, I discussed the investment potential […]