ARK Weekly Summary - 52 (Innovation)

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 examine the potential boom in digital assets following US election results, highlighting regulatory shifts that could enhance their role in global finance. As adoption rates surge globally, we also take a look at the emerging investment opportunities within the public equity sector.

We wish you already a wonderful festive season and a happy New Year.

• Article: US election results could signal a flourishing era for digital assets like Bitcoin - In this article, Thomas Hartmann-Boyce explores the expanding role of digital assets in global finance, highlighting supportive regulatory shifts and the emerging investment opportunities within the public equity sector.
• Post: Happy holidays from the ARK Invest Team - As 2024 comes to an end, we would like to thank you for your continuous support and trust. It is now time to celebrate the milestones and successes we've achieved together.
• Poll: How optimistic are you about the investment potential of digital assets? - Digital assets, including cryptocurrencies and blockchain technologies, have rapidly transformed financial markets by introducing decentralised solutions that challenge traditional financial systems.
• #FactFriday: Global crypto adoption - Global crypto adoption continues to surge, with Asia leading at 327M users, driven by the UAE's 25.3% adoption rate. The USA (15.5%) and Argentina (18.9%) also highlight growing regional interest. (Triple-A, 2024)

• Rahul Bhushan: Tales of Krampus, Fed flip-flops, and the folly of fixations. Read more
• Florian Berberich: Tesla's 'Cortex' supercomputer is what its robotaxi hopes ride on. Read more

• Bloomberg: Cathie Wood predicts a wave of startup M&A after Trump election. Read more
• Portfolio Adviser: Why Trump’s trade tariffs could fuel opportunity in China. Read more

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)

• Listen to the latest episode of The Brainstorm Podcast where we talk about quantum computing and AI drug development.
• Learn more about this week's strategy via 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