Ark Invest’s Cathie Wood: ‘The rotation back to growth is probably close at hand’

cnbc2021-06-09

After a striking rotation to value stocks in 2021, Ark Invest CEO and Chief Investment Officer Cathie Wood said the shift back to growth names is coming.“The rotation back to growth is probably close ...

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精彩评论

Droolingking
2021-06-09
Droolingking
Should we follow?
- Weijielim:
  ok
ShuJie
2021-06-09
ShuJie
Follow! 😊
- HMian:
  Follow
stinger77
2021-06-09
stinger77
Let's start moving it
MIe
2021-06-09
MIe
Trim, buy dip to add and rebalance portfolio strategy is active management
Stingers
2021-06-09
Stingers
Finally
- stinger77:
  U-turn-ed
- Stingers:
  👍
MZ39
2021-06-09
MZ39
Lock and load!
- Stingers:
  load and lock
- stinger77:
  Just do it

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This a real value market, a real vote on the cycle,” she said. “The cycle may come into question if we’re right about how consumption is going to shift.”Wood said consumer spending is going to make a major move to the services sector after dominating in the goods sector during the coronavirus pandemic. This should spur a decline in commodity prices and cyclical stocks, setting the stage for outperformance in innovation names.Shares of Ark’s flagship fund —Ark Innovation— are down nearly 10% this year to around $112 per share amid a sharp rotation into value stocks in 2021. 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