One portfolio manager who is optimistic about inflation coming down next year is Cathie Wood, whose Ark Innovation ETF (exchange-traded fund) is often viewed as a barometer for growth stocks. Its lending platform, which utilizes artificial intelligence (AI) to help lenders make loan decisions, could benefit from an uptick in demand. As the rate of inflation starts to cool, these companies could use their pricing power to load up on goods in bulk, locking in even more cost savings before consumers expect to see them reflected on store shelves.