Innovation is reshaping industries, creating efficiency, and unlocking trillions in opportunities for those who embrace change. The Nikko AM ARK Disruptive Innovation Fund gives Kiwi investors access to early-stage and emerging companies leading the way in AI, energy storage, robotics, DNA sequencing, and blockchain technology. Stay ahead of the curve - sign up for our updates and invest in the future today.
As always, Cathie shares her insights on market signals, economic trends, and the forces shaping tomorrow’s opportunities. We hope this monthly series helps you navigate uncertain times with a bit more confidence.
On Episode 70 of In The Know (August 1, 2025), ARK’s CEO/CIO Cathie Wood highlights various aspects of fiscal and monetary policy, economic indicators, and market dynamics, with a focus on innovation. Cathie breaks down surprising labour market weakness, major downward revisions to payrolls, and the economic signals the Fed may be ignoring.
'The Diary Of A CEO' is a leading podcast hosted by British entrepreneur and investor Steven Bartlett that features unfiltered conversations with influential figures. ARK CEO/CIO Cathie Wood recently sat down with Steven to discuss the 'Big Shift' in investing and her perspective on the innovations shaping the future. Watch the podcast now!
ARK Invest’s Invest in Innovation strategy is about spotting the next big things—before they become big. They zero in on five explosive technology trends—AI, energy storage, robotics, DNA sequencing, and blockchain—that are driving down costs, shaking up industries, and setting the stage for even bigger breakthroughs.
Blending big-picture thinking with deep research, ARK hunts for early opportunities others might miss. Their mission? Help investors ride the next wave of innovation and capture the kind of growth traditional strategies often leave on the table.
ARK Invest sees four big reasons why investors often miss out on breakthrough opportunities. Many focus too much on short-term price swings, overlooking the long-term potential of disruptive technologies. Traditional investing also tends to silo sectors, missing the powerful convergence happening across fields like AI, robotics, and genomics.
At the same time, the rise of passive investing leaves many innovative companies underrepresented, while closed-off research approaches slow the recognition of true innovation. By thinking long-term, crossing disciplines, and staying open, ARK aims to uncover the technologies others miss.
ARK Invest sees sustainable investing as a way to tackle the world’s biggest challenges head-on. By backing disruptive innovation, they aim to invest in technologies that benefit the environment, society, and the future, all while aligning with the UN’s Sustainable Development Goals.
Through areas like next-gen internet, DNA sequencing, fintech, and robotics, ARK targets investments that can boost productivity, improve healthcare, expand financial access, and cut carbon emissions—paving the way for a more sustainable, innovative future.
Equity market momentum, which measures the extent to which outperforming stocks have been outperforming the rest of the market, has been correlated with tariff policy and interest rate trends. As a result, there's indication that we could see equity market momentum resume its long-term trend, as shown above.
As we move into the second half of 2025, innovation continues to be a key theme across global markets. ARK Invest suggests that we may be approaching a turning point for disruptive technologies, with growing interest in areas like artificial intelligence, robotics, genomic research, and energy storage.
ARKK, ARK’s flagship innovation ETF, is showing signs of realignment with its long-term growth outlook, supported by improving macroeconomic conditions and increased adoption of transformative technologies. This could represent a broader resurgence in innovation-led strategies, as companies explore new ways to reshape industries.
Several factors may be contributing to this momentum, including easing interest rates, stabilising inflation, and a shift in investor sentiment. More importantly, the technologies themselves are evolving—becoming smarter, faster, and more scalable. ARK believes this progress could unlock new value streams and opportunities that traditional sectors may struggle to match.
The second half of 2025 might prove to be a meaningful period for innovation-led growth. Technologies once considered speculative are now being tested in real-world applications, from AI-enhanced operations to robotics in manufacturing and genomics in healthcare. These developments may reflect deeper shifts in how industries operate.
For businesses and investors, this could be a time to consider how innovation fits into long-term strategy. As adoption continues to grow, those engaging with emerging technologies may be better positioned to explore new opportunities and respond to evolving market dynamics.
Read the latest articles from the team at ARK covering current market news and expert insights on the latest research across the pillars of innovation.
For more in-depth research and reports, ARK's Innovation White Papers are downloadable resources for those with a deep interest in the key themes of innovative investing.
ARK and guests discuss the impact of disruptive tech and innovation. From expert talks on AI, blockchain, and more, these podcasts make complex topics easy and accessible for investors.
Watch a range of content on disruptive innovation - from In The Know with Cathie Wood for expert insights on economic trends - to the Big Ideas 2025 Webinar to explore the future of AI, robotics, and more.
By focusing on these three factors, investors can navigate the fast-paced world of disruptive innovation and position themselves for growth in tomorrow's most exciting industries.
Investing in disruptive innovation can offer incredible rewards, but it’s not without its challenges. ARK Invest, a leader in this space, highlights three key factors to consider for anyone looking to dive in:
Disruptive technologies often take time to fully develop. ARK stresses the importance of adopting a long-term view, as the path to widespread adoption can be bumpy, with volatility along the way. Patience is key.
Innovation doesn’t happen in isolation. ARK advises investors to keep an eye on the intersection of technologies like AI, robotics, and blockchain. These areas are where game-changing breakthroughs are most likely to occur, reshaping industries and creating new opportunities.
With technology evolving rapidly, passive investing isn’t enough. ARK recommends staying engaged with ongoing research and trends to actively adjust strategies. Being ahead of the curve can help investors capture new, emerging opportunities before they hit the mainstream.
