Research & Insights
Thoughts on the future: a fresh take on the megatrends shaping our world.
Featured:
2024 Investment Case for Global Sustainable Infrastructure
As we advance into 2024, the call for sustainable infrastructure investment is unprecedented, fuelled by global initiatives towards decarbonisation, technological advancements and significant demographic shifts. The urgency for a sustainable future is paralleled by the tangible economic returns and ...
Insights from the IEA’s 2023 Emissions Report
The global struggle against climate change saw a notable albeit modest victory in 2023, as the massive growth in clean energy technologies played ...
The ARK Europe Active Approach (Part 1): Why Active ETFs for Investing in Disruptive Innovation
ARK Invest was established in 2014 by Cathie Wood to focus exclusively on the investment opportunity of disruptive innovation and has since expand...
The Journey from Monetary Shock to An Innovation-Led Economic Boom
Last year began the journey back from what we believe will be deemed one of the biggest mistakes in monetary policy history, a journey that should...
An Introduction to Active ETFs
Actively managed exchange-traded funds (“Active ETFs”) provide many benefits in capturing the dynamic investment landscape of disruptive innov...
Thematic Commentary – 29 February
In today’s rapidly evolving market, investors need to stay on top of the latest trends and themes that fuel growth. In this monthly publication, ...
Webinar: Introducing “Big Ideas 2024” with Cathie Wood and Brett Winton
Our webinar featuring Cathie Wood, CEO/CIO of ARK Invest and Brett Winton, Chief Futurist at ARK Invest. We introduce the 2024 edition of our annua...
Technology Could Cause a Transformational Acceleration in Economic Growth
During the current business cycle, we believe real gross domestic product (GDP)1 growth could accelerate to 7% per year2 on average, surpassing tha...
Stocks in Spotlight: The Role of Ashtead Group in the Circular Economy Investment Landscape
Welcome to the first of three parts in our Stocks in Spotlight feature series where we explore companies playing a pivotal role in driving the circ...
Digital Payments in the Mobility Industry – Where and How to Play Next?
Consumer preference for seamless payments in most daily activities has also increased the adoption of digital payment solutions for mobility. As co...
Thematic Commentary – 31 January
In today’s rapidly evolving market, investors need to stay on top of the latest trends and themes that fuel growth. In this monthly publication, ...