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

Second Quarter | 2022

One question stands paramount: Will it take a deep recession to tame inflation, as in the 1980s, or will a brief, mild economic contraction suffice? Learn more in our Q2 Investment Update.

 

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. 

First Quarter, 2022

At Chevy Chase Trust, we invest in global themes. That means we are Thematic investors with the flexibility to alter portfolios based on changing macroeconomic environments. Learn about adjustments we are making in light of the broad market rotation in our Q1 Investment Update.

 

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.

Exclusive Q&A: Decathlon applies RFID across the enterprise

As automation technology has improved and installation costs have declined, adopting it has become feasible for other industries like retail, transforming the typical supply chain. Read this article to learn how Decathlon, the largest sporting goods retailer in the world, is using UHF RFID technology to uniquely identify products anywhere and in any kind of supply chain.

 

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.

Fourth Quarter: 2021

After another outsized year for the S&P 500, what lies ahead? Will the technology sector continue to lead? Learn our perspective in our year-end Investment Update.