As broad indexes push toward former highs, we're seeing a clear rotation down the risk curve.
Risk-on sectors—like Ark’s growth funds, crypto, and tech—are deep in the green. This kind of move signals growing investor appetite for risk and a bullish read on future market conditions.
A standout example: Ark’s flagship innovation ETF, $ARKK, is breaking out to new highs relative to the broader market.
After years of underperformance, this breakout marks a potential regime shift. Investors are beginning to reward risk again, and funds like ARKK are finally turning the page toward a possible long-term uptrend.
In short, risk is back. And those who lean into it are getting paid.