Institutional Archives

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

Hear Amy Raskin, Chief Investment Officer, discuss beneficiaries of the 2021 stay-at-home trade and her thoughts on 2022. Watch her recent appearance on CNBC’s Halftime Report.

Important Disclosures

Amy Raskin featured on CNBC’s Fast Money Halftime Report – April 21, 2021

Amy Raskin, Chief Investment Officer, believes there are many companies that will disappoint as we come out of the pandemic. Watch a clip from her latest CNBC appearance.

First Quarter, 2021

Think of the quarter not as the beginning of a new year, but as the end of an extraordinary 12-month period. Learn where our Thematic research is leading us as we look forward.

Amy Raskin, Chief Investment Officer, says interest rates will continue to rise due to fiscal stimulus, vaccination rates, and more. Watch her recent appearance on CNBC’s Halftime Report.

Important Disclosures

Amy Raskin featured on CNBC’s Fast Money Halftime Report – March 19, 2021

Amy Raskin, Chief Investment Officer, says interest rates will continue to rise due to fiscal stimulus, vaccination rates, and more.

Amy Raskin, Chief Investment Officer, discusses prudent portfolio management after the recent growth sell-off during her appearance on CNBC’s Halftime Report.

Important Disclosures

Amy Raskin featured on CNBC’s Fast Money Halftime Report – February 26, 2021

Amy Raskin, Chief Investment Officer, discusses prudent portfolio management after the recent growth sell-off during her appearance on CNBC’s Halftime Report.

Manager of the Decade Designation and Top Gun Ratings | Informa Financial Intelligence

Chevy Chase Trust has been honored with the Manager of the Decade designation and 5 and 6 star Top Gun ratings for its Global Thematic Equity strategy by Informa Financial Intelligence’s PSN manager database.

With Rare Speed, Gene Editing Emerges as Biotech’s New Cutting Edge

The scientists behind the gene editing technology Crispr-Cas9 were awarded the Nobel Prize, resulting in phenomenal returns on Wall Street.

Amy Raskin, Chief Investment Officer, discusses the impact of rising rates on already stretched valuations during her appearance on CNBC’s Halftime Report.

Important Disclosures

Amy Raskin | CNBC | Fast Money Halftime Report | January 12, 2021

Amy Raskin, Chief Investment Officer, discusses the impact of rising rates on already stretched valuations during her appearance on CNBC’s Halftime Report.

Fourth Quarter, 2020

After a year full of surprises, including remarkable stock market performance around the globe, we are positioning portfolios somewhat defensively. Learn where our thematic research is leading us in 2021.

Chief Thematic Investing Themes of the Decade

In Real Assets Adviser, Amy Raskin, CIO, discusses molecular medicine and quantum computing.

Smaller Is Big in New E-Commerce Warehouses

Retailers are meeting new consumer demands by combining automation with smaller, urban distribution sites for fast delivery.

Meat Processors Expedite Plans to Implement Robotics as Pandemic Increases Pressure

"Tyson, Smithfield, Cargill and JBS are all looking into ways to incorporate more automation as they modernize their plants."

Shifts in Supply Chains

The logistics behind storing and distributing emerging COVID vaccines is an easily missed but crucial detail in the global medicine supply chain.

Third Quarter, 2020

Despite the pandemic-related fall-off in February and March, the S&P 500 recently hit an all-time high. With a difficult-to-predict economic outlook, what’s next for equity markets? Read our investment update for our perspective.

Amy Raskin, CIO, featured on CNBC’s Halftime Report on 9/24/2020: Hear her take on the impact of the upcoming election on financial markets.

Important Disclosures

Amy Raskin featured on CNBC’s Fast Money Halftime Report – April 21, 2021

First Quarter, 2021

Amy Raskin featured on CNBC’s Fast Money Halftime Report – March 19, 2021

Amy Raskin featured on CNBC’s Fast Money Halftime Report – February 26, 2021

Manager of the Decade Designation and Top Gun Ratings | Informa Financial Intelligence

With Rare Speed, Gene Editing Emerges as Biotech’s New Cutting Edge

Amy Raskin | CNBC | Fast Money Halftime Report | January 12, 2021

Fourth Quarter, 2020

Chief Thematic Investing Themes of the Decade

Smaller Is Big in New E-Commerce Warehouses

Meat Processors Expedite Plans to Implement Robotics as Pandemic Increases Pressure

Shifts in Supply Chains

Third Quarter, 2020

Amy Raskin featured on CNBC’s Fast Money Halftime Report – September 24, 2020

Amy Raskin featured on CNBC’s Fast Money Halftime Report – July 20, 2020

Amy Raskin featured on CNBC’s Fast Money Halftime Report – June 19, 2020

Second Quarter, 2020

A Conversation with Amy Raskin, CIO

Amy Raskin featured on CNBC’s Fast Money Halftime Report – May 14, 2020

Amy Raskin featured on CNBC’s Fast Money Halftime Report – April 15, 2020

CCT Asset Management