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You are here: Home / Plus Episodes / 539 Plus: Member Survey Follow Up, David’s Research Process, CLO Update, and Why Morningstar Downgraded DEM

539 Plus: Member Survey Follow Up, David’s Research Process, CLO Update, and Why Morningstar Downgraded DEM

September 20, 2025 by David Stein · Updated September 30, 2025

This week on Plus episode 539, we share some feedback on the Plus member survey, and David reviews his process for creating investment-related content.

We also review an insight piece by DoubleLine on collateralized loan obligations. Finally, we discuss why Morningstar downgraded its view on the WisdomTree Emerging Market High Dividend Fund (DEM), one of the adaptive model portfolio holdings.

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Filed Under: Money Plus Tagged With: CLO equity, CLOs, collateralized loan obligation, DEM, Morningstar

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