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INNOVATION News & Analysis

The benefits of US equities can’t be ignored
Personal Finance
The benefits of US equities can’t be ignored
Why a leading Australian financial commentator has tilted her portfolio to the US and Morningstar’s top ETF pick for US exposure.
Shani Jayamanne | 19 June 2024
8 big claims in Cathie Wood's ARK Invest outlook
Markets
8 big claims in Cathie Wood's ARK Invest outlook
From robots to rockets, ARK is thinking big again. Just take the ideas with a bigger grain of salt.
08 February 2024
Why the odds are firmly against thematic investors
Personal Finance
Why the odds are firmly against thematic investors
Morningstar's John Rekenthaler explores why investors chasing a theme typically lose more money than they make.
John Rekenthaler | 12 June 2023
Why ARKK shareholders are still underwater
Stocks
Why ARKK shareholders are still underwater
Despite a recent performance rebound, most ARK Innovation ETF investors have lost money.
Amy C. Arnott, CFA | 07 June 2023
The bottom may be further than you think
Funds
The bottom may be further than you think
How low can ARK Innovation go?
John Rekenthaler | 25 May 2022
Morningstar has downgraded Cathie Wood's ARK ETF. Here's Why
ETFs
Morningstar has downgraded Cathie Wood's ARK ETF. Here's Why
Since its meteoric rise in 2020, the disruptive innovation ETF has been one of the worst-performing US funds as aggressive-growth stocks held fell...
Robby Greengold, CFA | 04 April 2022
Is ARK innovation a growth or a value fund?
Funds
Is ARK innovation a growth or a value fund?
Cathie Wood says ARKK is a “deep value” fund now. But Morningstar’s data shows it's still a growth fund, just with stocks that are struggling.
Katherine Lynch | 11 March 2022
The stock market's dominoes are falling
Markets
The stock market's dominoes are falling
The first to fall was ARKK, big tech soon followed.
John Rekenthaler | 02 February 2022
ARKK: An object lesson in how not to invest
Funds
ARKK: An object lesson in how not to invest
There's a massive gap between reported total returns and investors’ actual results.
Amy C. Arnott, CFA | 21 December 2021
3 lessons I learned from a high-risk ETF
ETFs
3 lessons I learned from a high-risk ETF
ARK Invest’s flagship offering might not be for me, and that’s okay.
Sachin Nagarajan | 06 December 2021