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 – First Quarter 2018

First quarter market gyrations demonstrated the extremes of investor sentiment from the “fear of missing out” tothe “fear of losing.” The former was evidenced in January, with a 5.8% rise in the S&P 500 followed by the latter inFebruary with [...]

By |2018-09-27T18:53:22+00:00April 16th, 2018|Quarterly Review|Comments Off on Quarterly Review – First Quarter 2018

The Recent Market Volatility – Your Questions Answered

We all know markets go up and markets go down, but the recent decline in both equity and fixed income markets can be unsettling. During times like these, it is helpful to review the underlying aspects and new developments [...]

By |2019-07-15T21:40:29+00:00February 9th, 2018|Blog|Comments Off on The Recent Market Volatility – Your Questions Answered

Quarterly Review – Fourth Quarter 2017

 Happy New Year! But to be honest, 2017 was pretty great! Nearly every asset class and global market was positive for the year. Looking forward, we don’t think the clock has struck midnight on this market just yet, and [...]

By |2019-07-15T14:52:15+00:00January 23rd, 2018|Quarterly Review|Comments Off on Quarterly Review – Fourth Quarter 2017

Quarterly Review – Third Quarter 2017

 A market in motion stays in motion…unless acted upon by an unbalanced force.1 We suspect this is how Sir Isaac Newton, as a 21st century market strategist, would view the current capital market trends. Global equity and fixed income [...]

By |2018-10-10T20:54:12+00:00October 16th, 2017|Quarterly Review|Comments Off on Quarterly Review – Third Quarter 2017

Quarterly Review – Second Quarter 2017

 Is Goldilocks back in town? During the previous economic cycle (2003-2007), Wall Street referred to the U.S. economy as the “Goldilocks Economy” …not too hot, not too cold, just right. It was also during this time that market risk [...]

By |2019-07-15T14:53:11+00:00July 18th, 2017|Quarterly Review|Comments Off on Quarterly Review – Second Quarter 2017

Trends with Benefits

Quite often, “Trends can be Friends”. The current investing and political environments have presented several opportunities that we see as having a beneficial medium-term upside for investors. Today, investors find themselves in a market noted for high valuations and [...]

By |2019-02-13T20:54:15+00:00May 10th, 2017|Blog|Comments Off on Trends with Benefits

Quarterly Review – First Quarter 2017

 The “Trump Rally” continued through the first quarter with most asset classes, both domestic and international, generating strong, risk-adjusted returns. The rally’s underlying support is in part due to investors “pricing-in” near certain approval of Trump’s stated policy initiatives [...]

By |2019-07-15T20:27:14+00:00April 18th, 2017|Quarterly Review|Comments Off on Quarterly Review – First Quarter 2017

Quarterly Review – Fourth Quarter 2016

The year 2016 will be remembered as an example of the need to always consider the unexpected – from BREXIT to the Trump victory to the ensuing market rally that wasn’t supposed to happen. We began the year with [...]

By |2019-07-15T15:28:54+00:00January 26th, 2017|Quarterly Review|Comments Off on Quarterly Review – Fourth Quarter 2016

Market Impacts of Possible Trump Policy

History has shown that presidential campaign rhetoric and promises do not always develop into actual policy. Much of that promised by President-Elect Trump requires working with and obtaining the approval of Congress. While it is true that Republicans have [...]

By |2019-07-15T15:22:05+00:00November 14th, 2016|Blog|Comments Off on Market Impacts of Possible Trump Policy

She Said / He Said: The Clinton and Trump Race to the White House – Chapter 2: Free Trade Agreements

From the earliest days of commerce, merchants seemingly longed for distant markets that would embrace their products. Christopher Columbus’ primary goal to was to find a faster trade route west to the East Indies in order for Europe to [...]

By |2019-07-15T21:37:05+00:00November 3rd, 2016|Blog|Comments Off on She Said / He Said: The Clinton and Trump Race to the White House – Chapter 2: Free Trade Agreements