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May mARKet update: ARK’s view on the Market & Health Care Companies
May mARKet update Spotlight: The Genomic Revolution – Health Care Companies ‘mARKet update’ | What We Discovered This Month We invite you to join our 20-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion on recent market developments, macro […]
mARKet update: ARK’s view on the Market & Next Generation Internet News
April Spotlight: Next Generation Internet – Artificial Intelligence and Fintech ‘mARKet update’ | What We Discovered This Month We invite you to join our 20-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion on recent market developments, macro […]
Facing Down the Bull Market: Why ARK Believes the “Fearless Girl” Should Run with the Bull
To honor International Women’s Day earlier this month, Boston-based State Street commissioned a sculpture of a “Fearless Girl” to stand in front of Wall Street’s famed bull. State Street’s intention was honorable, as it highlighted the superior stock performance of companies with well-diversified boards and advocated for the appointment of more women to corporate boards. […]
mARKet Update: ARK’s viewpoint on the Bull Market and the Bitcoin ETF
‘mARKet update’ | What We Discovered This Month We invite you to join our 20-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion on recent market developments, macro economics, and thematic investing in disruptive innovation. To register for […]
Starting 2017 On The Right Side Of Disruptive Innovation
I would like to present ARK’s perspective on the market last year and our thoughts about the next few years, especially as they relate to our disruptive innovation investment themes. While our predictions early last year on the direction of the US economy and equity markets went against the consensus view – and were correct […]
July mARKet update webinar – Spotlight: Industrial Innovation
‘mARKet update’ is a 20 minute monthly webinar series presented by ARK’s CEO/CIO Catherine Wood and her teams of thematic analysts. It offers a Q&A-based discussion on recent market developments, macro economics, and thematic investing in disruptive innovation. July Spotlight: Industrial Innovation – Automotive Industry, Tesla, Energy Storage, SolarCity
Market Outlook 2016: The Flip Side of 2000
As I did in October 2014 and August 2015 when fear last gripped the equity markets, I am writing to give you another out-of-consensus – that is, positive – market outlook. The last two scares offered good equity buying opportunities, as does this one if the bull market remains intact, which we believe it will. While recent stock price […]
Thematic Investing: Strategies For An Exponential World
Given recent market dynamics, ARK decided to go back to basics and examine how thematic strategies perform over a full market cycle. Thematic Investing For An Exponential World tests ARK’s hypothesis that in a rapidly changing world, thematic strategies position investors to enjoy the rising tides of innovation and offer an attractive complement to traditional investment […]
Why This Bull Market May Continue to Surprise
Typically, a bull market ends with confidence and exuberance, not to mention rapid inflows. Surprisingly, neither of those conditions characterizes equity markets today. In October 2014 I shared a “Different Interpretation of Recent Market Signals” with you, laying out what we later learned to be true. Today, I would like to share my thoughts with […]
A Different Interpretation of Recent Market Signals
With the most recent market signals, the fear trade is back! Yes, the market is grappling with some daunting issues: Ebola, ISIS, Russia, renewed European weakness, and weak retail sales in the U.S. Commodity prices are sliding, fanning fears of broad-based deflation. Some earnings pre announcements, starting with Microchip’s, have been unnerving. For most of […]
