Chevy Chase Trust's Quarterly Investment Update Chevy Chase Trust
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Chevy Chase Trust’s unique approach to Thematic Investing weaves together multiple themes across sectors, geographies, and industries, each designed to capitalize on research-driven insights. Listen to our quarterly update of economic conditions and investment strategy.
Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. To connect with us to learn more and begin a conversation, visit chevychasetrust.com.
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Q1 2024 Investment Update
Chevy Chase Trust President and CEO Jeff Whitaker reviews 2024’s first quarter. Equity markets were strong globally in the first quarter. Easier financial conditions and expectations of both interest rate cuts and earnings growth drove strong performance. With the short-term outlook for rate cuts and other macroeconomic factors remaining fluid, we continue to manage risk and focus our research on our long-term investment themes. Listen to the latest report.
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Q4 2023 Investment Update
Chevy Chase Trust President and CEO Jeff Whitaker reviews 2023’s fourth quarter. Strong equity market performance in 2023 has many investors entering 2024 optimistic about the economy and markets. While we see risks in the broader market, we also see neglected investment opportunities at home and abroad. Listen to this latest report.