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 delve into the anticipated impacts of US policy shifts under the new Trump administration, exploring potential regulatory changes across key sectors like innovation, digital assets, healthcare, and defence. We consider how these adjustments might spur innovation and productivity, inviting you to weigh in on which sector might benefit the most.
- Article: Unlocking a new era of growth: The potential impact of US policy shifts on innovation - In this article, we outline how the anticipated changes in digital assets regulation, healthcare, defence contracting, and M&A could unlock unprecedented opportunities for disruptive innovation and productivity.
- Post: ARK Invest Europe festive celebrations - With the festive season already underway, we recently kicked off our celebrations with an end-of-year gathering filled with delicious food, drinks, and great company.
- Poll: Which sector do you think will benefit the most from the new Trump administration? - Following his recent election, Donald Trump has announced plans to significantly alter regulatory and economic landscapes, creating potential tailwinds for innovation across various sectors.
- #FactFriday: Active ETFs asset growth accelerates - The growth of active ETFs in Europe is accelerating, with assets under management surpassing $50 billion in 2024. (Morningstar, 2024)
- MorningStar: Why Cathie Wood may have the best fund to play Trump 2.0. Read more
- PA Future: Crypto regulation ‘could open the door to market integrity and consumer confidence. Read more
- PA Future: Three ways to invest in the new tech-driven era of medicine.?Read more
- Investors' Chronicle: How to find value when investing in themes. Read more
- Wealth Briefing: Why Asia’s cybersecurity crisis could be the biggest AI investment opportunity yet. Read more
- 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)
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
