Matt Wagner joined WisdomTree in May 2017 as a member of the Research team. He is responsible for research on WisdomTree’s products and communicating the firm’s views on the markets. 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. Matt is a holder of the Chartered Financial Analyst designation.
During an economic slowdown, smaller companies usually have less credit access to sustain cash flows and thinner profit margins, which makes them more prone to cutting dividends. However, during market recovery, small value historically tends to outperform large caps. Matt Wagner explains why investors should consider pairing their high-quality large-cap stocks with small- and mid-cap stocks.
During the market’s latest sell-off, a strategy that sorts for quality dividend payers outperformed strategies targeting high yields. In anticipation of markets remaining volatile for the near future, Matt Wagner argues in favor of the defensive characteristics that have been exhibited by quality dividend payers.
In the current market environment, the safety and sustainability of dividend payments has become an important topic. The forced shutdown of the U.S. economy caused a furious pace of dividend cuts from the most impacted businesses aiming to preserve cash. Matt Wagner breaks down the dividend trends that investors should watch closely.
Despite valuation’s predictive power in forecasting long-term returns, many investors have shorter time horizons. Matt Wagner and Kara Marciscano explain how our quality dividend growth methodology can help investors strike a balance between screening for companies with profitability and growth, and valuations.