Third Quarter, 2024
Click here for a printable version of the Investment Update. Stock indices reached new highs in the third […]
Explore our latest news and insights locally and around the globe.
Second Quarter, 2024
Click here for a printable version of the Investment Update. Equity index returns were strong through the first six […]
First Quarter, 2024
Click here for a printable version of the Investment Update. Equity markets were strong globally in the first quarter. […]
Fourth Quarter, 2023
Click here for a printable version of the Investment Update. Click here to listen to an audio version of the […]
Third Quarter, 2023
Click here for a printable version of the Investment Update. Preparing for a New Investment Era Despite a third-quarter decline, […]
Chevy Chase Trust Ranks on list of Barron’s Top 100 RIA Firms in 2023
Chevy Chase Trust is proud to announce its ranking on Barron’s 2023 list of the Top 100 RIA firms. This is […]
Second Quarter, 2023
Click here for a printable version of the Investment Update. July 7, 2023 – This is a quarterly update of […]
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.
Fourth Quarter, 2022
On the heels of 2022’s market turmoil, we see opportunity emerging in many quarters. Being nimble and discerning may be more important than ever. Read our Q4 Investment Update to learn more about our steadfast commitment to our thematic investment approach.
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.
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.
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.
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.
Amy Raskin | CNBC’s Fast Money Halftime Report | November 14, 2022
Are we headed into a deep recession or even a recession at all? Hear the perspective of Amy Raskin, Chief Investment Officer, on CNBC's Halftime Report.
Third Quarter, 2022
For the first time in more than four decades, both stocks and bonds have turned in negative results for three quarters in a row with capital destruction exceeding $17T. Learn about two substantial transitions behind the turmoil and why active management with a thematic approach may be the best bet for investors.
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.
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.
Hear Chief Investment Officer Amy Raskin’s perspective on the inflation rate on CNBC‘s Halftime Report.
Amy Raskin | CNBC’s Fast Money Halftime Report | September 12, 2022
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.
Amy Raskin | CNBC’s Fast Money Halftime Report | August 31, 2022
How should the stock market be played after an historically bad month? Will inflation come down? Hear insights from Amy Raskin, Chief Investment Officer, on CNBC’s Halftime Report.
Is the bad news already priced into the market? Watch Amy Raskin, Chief Investment Officer, discuss her perspective on CNBC‘s Halftime Report.
Amy Raskin | CNBC’s Fast Money Halftime Report | July 12, 2022
Is the environment for stocks improving or deteriorating? Hear Chief Investment Officer, Amy Raskin’s take on CNBC’s Halftime Report.
Wondering about the impact of China lockdowns on Nike? Hear Amy Raskin’s perspective from CNBC‘s Halftime Report.
Amy Raskin | CNBC’s Fast Money Halftime Report | June 27, 2022
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.
Amy Raskin | CNBC’s Fast Money Halftime Report | June 24, 2022
How are expectations for a recession impacting the market? Hear from Amy Raskin, Chief Investment Officer, on CNBC’s Halftime Report.
There is a disproportionate amount of revenue in Big Tech. Hear what Amy Raskin, Chief Investment Officer, says about expectations for the next decade on CNBC‘s Halftime Report.
Amy Raskin | CNBC’s Fast Money Halftime Report | April 26, 2022
There is a disproportionate amount of revenue in Big Tech. Hear what Amy Raskin, Chief Investment Officer, says about expectations for the next decade on CNBC's Halftime Report.
