About Robert Davis

Robert Davis is a Partner and the Chief Investment Officer of Round Table Wealth Management. Read Robert's Biography >
CFA, CAIA - Partner, CIO

Coronavirus: Economy and Capital Markets

Providing an update on Round Table’s market outlook, Chief Investment Officer Robert Davis provides hope and clarity in our anxious times. Click below to listen to our latest podcast addressing the economy and capital markets in light of the [...]

By |2020-03-23T20:13:09+00:00March 22nd, 2020|Podcasts|Comments Off on Coronavirus: Economy and Capital Markets

Coronavirus Market Volatility

Robert Davis, Partner and Chief Investment Officer at Round Table, discusses the market volatility related to Coronavirus, also known as COVID-19. Listen to Round Table’s take on the current market situation and how were addressing client portfolios. This information [...]

By |2020-03-09T19:15:36+00:00March 9th, 2020|Podcasts|Comments Off on Coronavirus Market Volatility

Quarterly Review – Fourth Quarter 2019

What a great year for investors! During 2019, capital markets erased the memory of 2018’s negative performances and moved on to record-setting index levels. In a complete turnaround, every asset class generated a positive return, whereas in 2018 nearly every [...]

By |2020-01-28T17:38:16+00:00January 28th, 2020|Quarterly Review|Comments Off on Quarterly Review – Fourth Quarter 2019

Quarterly Review – Third Quarter 2019

The third quarter of 2019 witnessed the Federal Reserve lower its Fed Funds Target Rate twice, with a cumulative reduction of 0.50% from 2.5% to 2.0%. The initial rate reduction on July 31st helped foster a fixed income rally [...]

By |2019-10-30T15:29:34+00:00October 30th, 2019|Quarterly Review|Comments Off on Quarterly Review – Third Quarter 2019

Quarterly Review – Second Quarter 2019

 In the second quarter of 2019, capital markets continued their first quarter upward trajectory, albeit at a decelerated rate and with greater intra-month volatility. The S&P 500, which at the end of May was negative 2.6% quarter to date, [...]

By |2019-07-18T22:02:41+00:00July 18th, 2019|Quarterly Review|Comments Off on Quarterly Review – Second Quarter 2019

Quarterly Review – First Quarter 2019

In our fourth quarter letter, we advised clients to remain invested in the market despite the temptation to sell and go to cash. Since that time, the S&P 500 recouped much of the fourth quarter sell-off and closed the [...]

By |2019-06-20T18:07:50+00:00April 24th, 2019|Quarterly Review|Comments Off on Quarterly Review – First Quarter 2019

Quarterly Review – Fourth Quarter 2018

Seven words describe the 2018 equity markets:  An escalator up and an elevator down!  The fourth quarter of 2018 proved to be challenging with the S&P 500 retracing more than it gained during the first nine months of the [...]

By |2019-02-19T19:48:47+00:00January 28th, 2019|Quarterly Review|Comments Off on Quarterly Review – Fourth Quarter 2018

Quarterly Review – Third Quarter 2018

Here’s a party we can all agree on… U.S. equity markets had a fantastic quarter, with the S&P 500 rising 7.7%, nearly tripling the return of the index’s first-half return of 2.6%! Driven by year-over-year quarterly earnings growth between [...]

By |2018-10-23T20:49:49+00:00October 19th, 2018|Quarterly Review|Comments Off on Quarterly Review – Third Quarter 2018

Quarterly Review – Second Quarter 2018

If you plan to drive to your summer vacation destination, it’s unlikely that you will set the cruise control at 70 mph and only decelerate upon arrival. Curves in the road, construction zones, and that slow driver that won’t [...]

By |2019-07-15T19:47:35+00:00July 23rd, 2018|Quarterly Review|Comments Off on Quarterly Review – Second Quarter 2018