Cathie Wood: How Trump’s policies could reshape market dynamics

'Tariffs should be selective and incremental, their discrete effects ultimately displaced overwhelmingly by tax cuts, deregulation, and dollar appreciation.'

CEO of ARK Invest, Cathie Wood: 'In the context of stronger and broader-based growth, the biggest surprise could be lower-than-expected inflation.'

As a portfolio manager devoted to meeting our fiduciary responsibilities, ARK analyses policy opportunities and risks strictly from the standpoint of their potential market impacts and their relevance to our investment strategies.

The Trump administration is likely to have a highly positive impact on the US equity market during the next year and beyond.