Tag: Investment Management

Our Economic Masks

After several months of sheltering in place, you may have begun to venture out in these early stages of the “re-opening”.  Knowing the virus is still out there, you covered your face with a mask, put [...]

By |2020-05-20T16:33:36+00:00May 18th, 2020|Blog|0 Comments

Quarterly Review – First Quarter 2020

First and foremost, we hope you and your families are safe and healthy. These are indeed unprecedented times and unprecedented actions are being taken to combat the societal and economic impact of the COVID-19 pandemic. As people across the [...]

By |2020-05-01T17:16:57+00:00April 20th, 2020|Quarterly Review|Comments Off on Quarterly Review – First Quarter 2020

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: Current State of Financial Markets

Below please find a message from Round Table Wealth Management founder and CEO, Steven Giacona, offering our perspective on the current state of financial markets and how we aim to navigate market volatility for our clients. This information should [...]

By |2020-03-17T17:41:32+00:00March 17th, 2020|Podcasts|Comments Off on Coronavirus: Current State of Financial 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 [...]

By |2020-05-01T18:01:48+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 |2020-05-01T17:22:54+00:00October 30th, 2019|Quarterly Review|Comments Off on Quarterly Review – Third Quarter 2019

U.S. Repurchase Market

The repurchase market (or “repo market” as it is commonly referred to) is one of the largest markets in the world with over $2 trillion of daily transactions. It underpins much of the financial system, impacting [...]

By |2019-09-25T14:25:39+00:00September 24th, 2019|Blog|Comments Off on U.S. Repurchase Market

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 |2020-05-01T17:23:57+00:00July 18th, 2019|Quarterly Review|Comments Off on Quarterly Review – Second Quarter 2019