(01-06-2022, 02:18 PM)fenders53 Wrote: I'm not sure I see much evidence the funds are run with much emphasis on Macro factors.Woods is a Thematic macro investor.
Cathie Wood is doubling down on her beliefs about inflation/deflation, the power of disruptors, and other macro themes.
Wood said that much of the bearishness on her funds is focused around inflation and interest rates going higher. However, the portfolio manager’s macro thesis focuses on deflation from innovation.