Brendan Loftus

Director, Portfolio Solutions


Brendan Loftus joined WisdomTree in 2016 covering our global range of equity, currency, and bond funds along with their corresponding markets. In his present role, he leads the firm’s Portfolio Solutions team, offering specialized guidance and conducting comprehensive analyses of strategies within the context of model portfolios. His passion for investment strategy resonates through his commitment to delivering meticulously personalized investment solutions, thereby empowering our clientele to realize their unique portfolio objectives. Prior to joining WisdomTree, Brendan worked in several wealth-management related roles for Morgan Stanley and Incapital, LLC. Brendan received his B.B.A. with honors in Finance and Economics from Villanova University in 2016.

Latest Insights From Brendan Loftus

Given recent market volatility and geopolitical/economic concerns, we continue to lean into using sound, time-tested fundamental metrics to help navigate an uncertain future. With this approach, investors have the potential to avoid volatility risk, while preserving the potential to earn higher levels of income and participate in a growing part of the economy.

Read the article

Amid the drama in the latest U.S.–China trade war saga, Brendan Loftus explains how improving the underlying fundamentals can help investors navigate what would otherwise be rather uncertain markets. 

Read the article

Few markets or asset classes were spared when volatility returned with a vengeance. We discuss what recent moves have meant for U.S. high-yield bonds and why our fundamental approach to credit has outperformed all other credit ETFs and the majority of active managers.

Read the article

After an uptick in volatility, we’ve noticed an increase in conversations with clients on ways to manage valuations in today’s market. This blog discusses why this may be the case and highlights some of the ways investors can use our new ETF characteristics tool to help focus on fundamentals in 2019.

Read the article

In an age of transparency, we strive to provide the necessary tools to help investors make informed investment and allocation decisions. To help investors do this, we launched the WisdomTree ETF Characteristics Comparison Tool, which provides fundamental analysis of our Funds and market benchmarks.

Read the article

Despite recent headwinds, dividend strategies continue to attract interest, as dividends themselves have been growing steadily. Additionally, with bond yields broadly still coming off their historical lows, investors are looking for solutions that provide income that is sustainable and can grow with the market.

Read the article