News & Noteworthy

Explore our latest news and insights locally and around the globe.

Insights

 

Globalization: Evolving, Not Ending

1/20/23: We don’t often publish our research, especially after concluding that the topic in question should not become a theme in client portfolios. However, given the extensive press this subject has generated, we thought it appropriate to share our perspective.

 

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.

 

As governments locked down their economies amidst the Covid-19 pandemic, the consumer’s lifestyle was forced to change. At Chevy Chase Trust, we are focused on the companies that facilitate the consumer’s behavioral shift and sustainably improve their businesses as a result. Hear Christine Wallace, Senior Portfolio Manager, detail one of our investment themes, Long-Term Covid Beneficiaries.

Important Disclosures

Thematic Video: Long-Term Covid Beneficiaries 

As long-term investors, we are interested in the companies who are capitalizing on the permanent changes caused by COVID’s disruptions. Hear Christine Wallace, Senior Portfolio Manager, detail one of our investment themes, Long-Term COVID Beneficiaries. 

 

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.

 

WASHINGTON (ABC7) — 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.

 

Deb Gandy’s bio »

Important Disclosures

Washington ABC7 News | Deb Gandy

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.

The Road to Singapore

For those of a certain age, the phrase “The Road to Singapore” brings back memories of Bob Hope, Bing Crosby […]

What’s All the Yellen About?

President Obama’s nominee to chair the Federal Reserve, current Federal Reserve Vice-Chair Janet Yellen, appeared before the Senate this week […]

What’s wrong with Brazil?

This post was originally published in the Washington Business Journal’s WBJBizBeat Blog. | Washington Business Journal For investors, over the […]

Breaking China

This post was originally published in the Washington Business Journal’s WBJBizBeat Blog. | Washington Business Journal Something seems to be […]