Innovation is reshaping industries, creating efficiency, and unlocking trillions in opportunities for those who embrace change. The Amova 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 75 of In The Know (January 9, 2026), ARK’s CEO/CIO Cathie Wood explains how cheaper energy, easing shelter dynamics, and unit labour cost trends could pull inflation and interest rates down and why recent developments in Venezuela could help push oil prices lower. She also ties in China’s deflationary export pressure and tariffs, the AI/power buildout and productivity rebound, and what it all means for innovation assets - including the “digital gold” debate around Bitcoin.
'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 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.
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.
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.
AI‑native companies are scaling faster than previous generations, with growth and returns increasingly concentrated beyond traditional semiconductor and cloud leaders. ARK’s research shows consumers are adopting AI at roughly twice the pace they adopted the internet in the 1990s, underscoring the speed of this technological shift.
Cathie Wood’s 2026 outlook points to an economy that may be on the verge of a significant shift. After what she calls a “rolling recession,” parts of the U.S. economy (housing, manufacturing, and non‑AI capital spending) have been pushed to unusually low levels. Yet ARK Invest suggests this pressure has created a coiled spring: once key constraints ease, the system could rebound with surprising force.
At the centre of this potential turning point is innovation. Wood highlights how COVID-era supply shocks and rapid rate hikes forced businesses to accelerate both digital and physical investment. Now, as interest rate pressures begin to stabilise, those investments may lay the groundwork for renewed momentum across sectors tied to technological change.
Housing illustrates this tension well. Existing home sales have fallen to levels last seen in the early 1980s, despite the U.S. population being significantly larger today. Manufacturing has also contracted for nearly three consecutive years. These conditions, according to ARK, don’t signal stagnation but rather the build‑up before a release.
Looking ahead, Wood sees innovation-led growth playing an even greater role. Advances in artificial intelligence, automation, and next‑generation infrastructure may help lift productivity and unlock new economic activity. If the “coiled spring” thesis plays out, technologies once seen as longer‑term bets could benefit from improving conditions and wider adoption.
For investors, the takeaway is that innovation may become increasingly central to long‑term strategy. With productivity gains and technological deployment potentially accelerating, those exploring emerging technologies could be better positioned to navigate a fast‑changing market environment.
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.
