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Chevy Chase Trust's Quarterly Investment Update

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.

Podcast · By Chevy Chase Trust · English · Official site

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Jul 8, 2026
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  1. Episode · Jul 8, 2026

    Q2 2026 INVESTMENT UPDATE (opens the original)

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    Jeff Whitaker, President and CEO of Chevy Chase Trust, reviews 2026’s second quarter. Excessive optimism about AI has led to higher corporate profits and U.S. equity prices. We fear that expectations for uninterrupted exponential AI-related earnings growth have risen too far and too fast. We see better opportunities in several unloved areas both within and outside of the U.S.

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