ARK Weekly Summary - 02 (Thematic Investing)

Welcome to the latest edition of our weekly newsletter, where we bring you fresh insights and news from the world of thematic, innovation and sustainable investing.

This week, we celebrate the highlights of 2024 with a special edition of the 'For Your Innovation' podcast, featuring insights from leaders across various industries. Reflecting on a year where AI-driven technologies significantly bolstered the stock market, we look forward to exploring further disruptive opportunities with you.

Wishing you a fantastic start to 2025!

• Article: For Your Innovation (FYI) podcast - Best of 2024 - Featuring: SoFi's CEO Anthony Noto, NBA stars Andre Iguodala and Evan Turner, OpenAI's CFO Sarah Friar, Block's Founder Jack Dorsey, and Shopify's President Harley Finkelstein.
• Video: Happy New Year from the ARK Invest team - We look forward to supporting disruptive innovation together in 2025 and beyond.
• Poll: Which investment sector are you most excited about for 2025? - As we dive into 2025, the investment landscape is becoming increasingly dynamic, with sectors that promise to reshape markets and drive growth.
• #FactFriday: AI-powered tech boom fuels 2024 stock market rally - In 2024, the Information Technology sector contributed 43% to the S&P 500’s total return, with the 'Magnificent 6' and Tesla driving over half of the index’s 25% return for the year. (Statista 2025)

• Florian Berberich: Closing the 2024 year. Read more

• RankiaPRO: Most read articles of 2024 - Interview with Cathie Wood. Read more

• Bitcoin Brainstorm - EP 15: Is quantum computing a threat to Bitcoin? Listen here

Webinar Recordings:

• How to find the right sustainable strategy for your portfolio. Watch now (Professional investors only)
• How to understand the AI opportunity and broaden your portfolio. Watch now (Professional investors only)

• Don't miss ARK's newsletter #444 discussing a revolutionary blood test that could lead to predictive and prescriptive analytics.
• To learn more about this week's strategy, head over to our website.

For any further questions, we'd like to invite you to visit our website.

We wish you a great start of the week.

The #ARKInvest Europe team