ARK Invest, the global thematic Exchange Traded Fund issuer specialised on disruptive innovation with $30.2 billion AUM ($481 million AUM in Europe (Bloomberg, as of 31/01/2025)), has launched its annual research report: “Big Ideas 2025: Unlocking Exponential Growth Through Disruptive Innovation.”
According to ARK’s latest findings, the world is on the cusp of exponential economic growth, driven by five converging innovation platforms: Artificial Intelligence, Robotics, Energy Storage, Public Blockchains, and Multiomic Sequencing. These platforms should drive exponential advances across industries and catalyse a step change in global economic growth.
The report highlights that these platforms are converging to create a catalytic shift in global productivity, driving breakthrough technologies that could radically redefine economic structures, investment landscapes, and societal progress.
Key Insights:
- Disruptive innovation could command more than two-thirds of the global equity market, compounding at a 38% rate through 2030.
- Breakthrough technologies emerging from platform convergence will accelerate economic growth, unlocking productivity and investment opportunities at an unprecedented scale
Rahul Bhushan, Global Head of Index at ARK Invest, commented: “Big Ideas 2025 is more than just a report, it’s a blueprint for the future of innovation. ARK’s latest research unpacks how converging technologies are not just disrupting industries, but reshaping global economic value chains. Investors who position themselves early in these high-growth themes have the opportunity to participate in the next era of transformative wealth creation.”
Download the full report here.
We will also be hosting a live webinar on 25 February (3PM GMT) with Cathie Wood (CEO/CIO), Thomas Hartmann-Boyce (Client Portfolio Manager), and Rahul Bhushan where we will present our latest research and answer your questions live.
Register for the free webinar here.
About Big Ideas:
A tradition since 2017, “Big Ideas” is ARK’s seminal document, offering a comprehensive analysis of technological convergence and its potential to revolutionise industries and economies at a global scale. The annual research report is not only the basis for ARK’s investment strategies but is also intended above all to provide education and knowledge, as it contains in-depth analyses of the most important investment themes, meticulously conducted by ARK’s investment team.
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