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

Quarterly Review – Second Quarter 2022

The confluence of global economic and geopolitical issues culminated into a particularly challenging environment for capital markets during the first half of 2022. Inflation, interest rates, and the growing threat of a recession, not to mention ongoing war in Ukraine, [...]

By |2022-08-03T16:40:37+00:00August 3rd, 2022|Quarterly Review|Comments Off on Quarterly Review – Second Quarter 2022

3Q 2022 Investment Outlook & Positioning

A discussion on the current state of capital markets, the macroeconomic environment, and the top concerns facing markets today. The team will also outline their outlook across asset classes and address how the firm is positioning client portfolios for the months ahead.

By |2022-07-28T21:08:17+00:00July 12th, 2022|In the News, Webinars|Comments Off on 3Q 2022 Investment Outlook & Positioning

Time for the Contrarian?

Robert Davis discusses the negative sentiment engulfing the equity markets today. Taking a contrarian view to the consensus has in the past provided opportunities for outsized returns.

By |2022-08-10T15:15:00+00:00June 27th, 2022|Blog, Investing|Comments Off on Time for the Contrarian?

Quarterly Review – First Quarter 2022

Capital markets retreated in the first quarter, not at an alarming rate, but certainly a deviation from the pattern of positive quarters investors have grown to appreciate. Of the last 50 quarters since the Great Financial Crisis, only 8 [...]

By |2022-05-03T18:22:15+00:00May 3rd, 2022|Quarterly Review|Comments Off on Quarterly Review – First Quarter 2022

2Q 2022 Investment Outlook & Positioning

A discussion on the current state of capital markets, the macroeconomic environment, and the top concerns facing markets today. The team will also outline their outlook across asset classes and address how the firm is positioning client portfolios for the months ahead.

By |2022-04-20T20:43:17+00:00April 13th, 2022|In the News, Webinars|Comments Off on 2Q 2022 Investment Outlook & Positioning

2022 Investment Outlook & Positioning

A discussion on the current state of capital markets, the macroeconomic environment, and the top concerns facing markets today. The team will also outline their outlook across asset classes and address how the firm is positioning client portfolios for the months ahead.

By |2022-02-18T21:56:17+00:00February 3rd, 2022|In the News, Webinars|Comments Off on 2022 Investment Outlook & Positioning

Quarterly Review – Fourth Quarter 2021

Once again, equity markets had a great year with the S&P 500 posting a 29% return and a 3-year annualized return of 26%! The equity market returns are even more impressive in light of inflation concerns throughout the year, [...]

By |2022-01-28T13:41:57+00:00January 26th, 2022|Quarterly Review|Comments Off on Quarterly Review – Fourth Quarter 2021

Quarterly Review – Third Quarter 2021

As the world emerged for summer vacations, capital markets were relatively calm. However, issues brewing under the surface for much of the year including inflation, a Federal debt limit impasse, supply shortages, shipping logistics and labor shortages all drew [...]

By |2021-10-20T22:11:21+00:00October 20th, 2021|Quarterly Review|Comments Off on Quarterly Review – Third Quarter 2021
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