Amy Raskin Discusses Current Markets and Themes

As a panelist at Pillsbury’s April 2020 webinar “Capital Markets, Credit, and Investing: The Road Ahead,” Amy Raskin commented that from an investment perspective, the markets and the economy are certainly more divorced than they’ve ever been in the past. And while she is studying the long term implications of the downturn from an economic perspective, she is more focused on the markets than the economy. She highlighted two of Chevy Chase Trust’s global investment themes, Molecular Medicine and Automation, as having been well positioned before the pandemic and expects them to gain even more traction coming out of this crisis. Click to hear the conversation in full.