Matt Wagner, CFA
Matt Wagner joined WisdomTree in May 2017 as an Analyst on the Research team. In his current role as an Associate Director, he supports the creation, maintenance, and reconstitution of our indexes and actively managed ETFs. Matt started his career at Morgan Stanley, working as an analyst in Treasury Capital Markets from 2015 to 2017 where he focused on unsecured funding planning, execution and risk management. Matt graduated from Boston College in 2015 with a B.A. in International Studies with a concentration in Economics. In 2020, he earned a Certificate in Advanced Valuation from NYU Stern. Matt is a holder of the Chartered Financial Analyst designation.
There are a number of approaches to isolating value stocks. Matt Wagner explains why investors should start considering mid- and small-cap dividend approaches when seeking value.
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In the first two posts of our blog series on small-cap valuations, we discussed earnings growth trajectory and trends. In part three, Matt Wagner discusses how focusing on dividend payers amid a volatile market backdrop has provided excess returns, with even lower valuations.
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In part 1 of our series on small-cap valuations, we discussed the trajectory of earnings growth and valuations for the S&P 500 and the S&P 600. In part 2, Matt Wagner outlines trends in sector-level earnings growth and what they could mean for investors.
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With the S&P 500 flirting with bear-market territory, headlines are proclaiming a recession is priced in. Matt Wagner discusses how recessionary headwinds have led to discounted valuations for small caps.
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In recent months, value has made a comeback. Now the question is, was growth's previous outperformance an anomaly or will growth re-gain leadership? Matt Wagner discusses.
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In the current market, equities are challenged by the combined forces of rising rates, elevated valuations, and profit margins being squeezed by inflation. Matt Wagner discusses how a basket of quality dividend payers can help navigate these market conditions.
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