After a hanging rotation to worth shares in 2021, Ark Make investments CEO and chief funding officer Cathie Wooden mentioned the shift again to development shares is coming.
“The rotation again to development might be shut at hand,” Wooden mentioned throughout an Ark Make investments webinar on Tuesday.
“The broadening out into worth sectors, cyclicals has been fairly dramatic this 12 months. This an actual worth market, an actual vote on the cycle,” she mentioned. “The cycle could come into query if we’re proper about how consumption goes to shift.”