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BIS2020: ARK’s Q&A Video Conference on COVID-19 and Market Volatility
During this period of uncertainty related to COVID-19 and market volatility, we believe trusted communication is more important than ever. For that reason, on April 2nd ARK hosted BIS2020, a live Q&A video conference that brought together a group of experts from our research ecosystem to help answer questions on the coronavirus, government policy, market […]
The Coronavirus: Innovation Gains Traction During Tumultuous Times
In response to fast-moving news about the coronavirus crisis and to volatility in the markets, we updated and augmented our original piece dated March 3, 2020. We hope you find this useful. The coronavirus has thrown the markets for a loop, understandably. Half of the solution is understanding the problem, so we are reassured by […]
March mARKet Update Webinar
Welcome to our mARKet Update webinar for the month of March. The spotlight for this episode: The Coronavirus (COVID-19) – A Market Outlook and Q&A session with ARK’s CEO/CIO Cathie Wood and ARK’s analyst team focused on healthcare and the genomic revolution. ‘mARKet update’ | What We Discovered This Month We invite you […]
February mARKet Update Webinar
February mARKet update Spotlight: The Yield Curve, Coronavirus, Netflix, and Original Content. ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion on recent market […]
January mARKet Update Webinar
January mARKet update Spotlight: Market Outlook & Big Ideas 2020. ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion on recent market developments, macro […]
Big Ideas 2020
What is ARK’s Big Ideas Report? This annual research report highlights the latest developments in innovation and offers some of our most provocative research conclusions for the coming year. ARK seeks to gain a deeper understanding of the convergence, market potential, and long-term impact of disruptive innovation by researching a global universe that spans sectors, […]
December mARKet Update Webinar
December mARKet update Spotlight: General Market Outlook, Three “Killer” Apps for Smart Speakers, & ARK’s Expectations for Tesla. ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers […]
November mARKet Update Webinar
November mARKet update Spotlight: General Market Outlook, Reimbursement Landscape for Cancer Tests, & Hypersonic Flight. ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion […]
October mARKet Update Webinar
October mARKet update Spotlight: Undervalued Equity Markets, Direct-to-Consumer Genetic Testing, & Late-Stage Venture Capital ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion on […]
September mARKet Update Webinar
September mARKet update Spotlight: Growth vs. Value, Bonds vs. Stocks, Porsche’s Taycan, & Batteries. ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion on […]
August mARKet Update Webinar
August mARKet update Spotlight: Inverted Yield Curves, Illumina vs. Invitae, and Square’s Cash App. ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion on […]
July mARKet Update Webinar
July mARKet update Spotlight: Facebook’s Libra Cryptocurrency and Electric Vehicles. ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion on recent market developments, macro economics, […]
Are Inverted Yield Curves Signaling a Recession or a Deflationary Boom?
Now that yield curves are inverting, investors seem to be bracing for bad news. In the last 100 years, inverted yield curves have foreshadowed recessions within roughly a year, as indicated by the below data points. Based on the 50 Years Ended 1929, We Believe the Yield Curve is Signaling a Deflationary Boom For […]
June mARKet Update Webinar
June mARKet update Spotlight: ARK’s Latest White Paper, Digital Wallet Companies, and Liquid Biopsies. ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion on […]
Disruptive Innovation: Why Now?
Through an extensive research process, we have identified five transformative disruptive innovation platforms that could change the way the world works and become the critical productivity signposts that future historians identify. We believe that historians will look back on this era as one of unprecedented technological foment. They will see critical inflections in artificial intelligence […]
May mARKet Update Webinar
May mARKet update Spotlight: the China Trade War, Uber’s IPO, and Bitcoin. ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion on recent market […]
April mARKet Update Webinar
April mARKet update Spotlight: revisiting the “Deflationary Boom”, the Autonomous Driving Space, Pinterest, and more. ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion […]
March mARKet Update Webinar
March mARKet update Spotlight: a late 1990’s comparison, JPM Coin, the FDA’s modernization efforts, and more. ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based […]
February mARKet Update Webinar
February mARKet update Spotlight: Mobile Payments, Maxwell Technologies, Bitcoin’s Lightning Network, & Spotify ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion on recent […]
January mARKet Update Webinar
January mARKet update Spotlight: The Deflationary Boom, Moore’s Law vs. Wright’s Law, and Unicorns. ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion on […]
Moore’s Law Isn’t Dead: It’s Wrong – Long Live Wright’s Law
Yes, the most famous technology forecast of all time—Gordon Moore’s prediction that the number of transistors on a chip would double every two years—confuses why and how technology costs decline. It focuses on the wrong variable: time. When he wrote “every two years” in forecasting the doubling of transistor density and consequent halving of computation […]
Addressing Concerns During Periods of Market Volatility
Given the recent move in interest rates, intensified trade tensions, and increased market volatility, we would like to share some of our thoughts. We presented two charts during our monthly mARKet update webinar this past week that offer some perspective. The chart above suggests that Fed policy is not tight. Before or during past crises, the […]
October mARKet Update Webinar
October mARKet update Spotlight: the Fed, Asset Reallocation from Bonds, and all things Tesla. ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion on recent […]
Dear Elon: An Open Letter Against Taking Tesla Private
Dear Elon and Tesla’s Board of Directors, As Chief Investment Officer of ARK Invest, a Tesla shareholder, I am writing to express some of our views about its outlook and investment potential. We believe that Tesla should remain a public company. According to ARK Invest’s research, Tesla should be valued somewhere between $700 and $4,000 […]
August mARKet Update Webinar
August mARKet update Spotlight: The Wall of Worry, Tesla, and the Cryptocurrency Market. ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion on recent market […]
Climbing the Wall of Worry: Disruptive Innovation Could Add Fuel to This Bull Market
The Equity Market Continues to Climb the Wall of Worry Concerned that the nine-year bull run has overstayed its welcome, many strategists have highlighted the narrow leadership of the US stock market as it has bucked weakening trends elsewhere in the world. Through June, the so-called FAANG stocks had accounted for 75% of the S&P […]
Bubbles and Bowling: How to Identify a Transformative Technology and Avoid the Automatic Pinsetter
June of this year marked an important milestone: capital raised to fund the decentralized web—now $20 billion1—finally surpassed the $16 billion inflation-adjusted dollars raised during the bowling bubble of the late 1950s.2 Yes, Wall Street was very, very excited by bowling. Brunswick Corporation, a bowling equipment manufacturing company, rallied almost 1,600% in four years as […]
July mARKet Update Webinar
July mARKet update Spotlight: Autonomous Delivery Robots and The Changing Landscape for Semiconductors. ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion on recent […]
June mARKet Update Webinar
June mARKet update Spotlight: Market Review, macroeconomic headwinds, CRISPR, autonomous vehicles ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion on recent market developments, […]
May mARKet Update Webinar
May mARKet update Spotlight: Market Review, the yield curve, and companies investing in the future. ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion […]
April mARKet Update Webinar
April mARKet update Spotlight: Market Review and the Fear of Trade War, Facebook Data Breach, Spotify Music Streaming ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers […]
March mARKet Update Webinar
March mARKet update Spotlight: Market Review, 3D Printing Market, Artificial Intelligence (AI) ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion on recent market […]
February mARKet Update Webinar
February mARKet update Spotlight: Market volatility, inflation, interest rates, and ARK’s point of view on the latest developments around bitcoin… ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The […]
January mARKet Update
January mARKet update Spotlight: Questions Concerning the Market Today, the Genomic Revolution, and more… ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion on […]
Big Ideas 2018
Since our founding in 2014, ARK Invest has had one focus: Disruptive Innovation. We define disruptive innovation as the introduction of a technologically enabled new product or service that is going to change the way the world works and make it a better place. Seeking to educate investors and innovation enthusiasts, ARK decided to publish […]
December mARKet Update
December mARKet update Spotlight: Flattening Yield Curves, Bitcoin Futures, and more… ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion on recent market developments, […]
Israel: An Innovation Powerhouse with Exponential Growth Potential
Israel is a world leader in the development of innovative products and services with companies that are advancing scientific research and enhancing every sector of the global economy. Ranked highly in the world for technological advancements and entrepreneurship, and responsible for many innovations, Israel has earned its status as an innovation powerhouse. Named the 10th […]
Are Flattening Yield Curves Signaling A Deflationary Boom As We Approach 2018?
After a business trip to beautiful Australia last week, I came away with questions and concerns which have been weighing on the minds of investors around the world. Chief among them are equity valuations after nearly nine years of a bull market, and flattening yield curves which typically have been harbingers of recession. Our conclusions […]
November mARKet Update
November mARKet update Spotlight: the Yield Curve, Bitcoin After the Segwit 2x Fork Cancellation, Autonomous Vehicles, and more… ‘mARKet update’ | What We Discovered This Month We invite you to join our 20-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers […]
September mARKet update
September mARKet update Spotlight: Genomics, CRISPR, Autonomous Vehicles, and more… ‘mARKet update’ | What We Discovered This Month We invite you to join our 20-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion on recent market developments, macro […]
Facing Down the Bull Market: Why ARK Believes the “Fearless Girl” Should Run with the Bull
To honor International Women’s Day earlier this month, Boston-based State Street commissioned a sculpture of a “Fearless Girl” to stand in front of Wall Street’s famed bull. State Street’s intention was honorable, as it highlighted the superior stock performance of companies with well-diversified boards and advocated for the appointment of more women to corporate boards. […]
Starting 2017 On The Right Side Of Disruptive Innovation
I would like to present ARK’s perspective on the market last year and our thoughts about the next few years, especially as they relate to our disruptive innovation investment themes. While our predictions early last year on the direction of the US economy and equity markets went against the consensus view – and were correct […]
Market Outlook 2016: The Flip Side of 2000
As I did in October 2014 and August 2015 when fear last gripped the equity markets, I am writing to give you another out-of-consensus – that is, positive – market outlook. The last two scares offered good equity buying opportunities, as does this one if the bull market remains intact, which we believe it will. While recent stock price […]
Thematic Investing: Strategies For An Exponential World
Given recent market dynamics, ARK decided to go back to basics and examine how thematic strategies perform over a full market cycle. Thematic Investing For An Exponential World tests ARK’s hypothesis that in a rapidly changing world, thematic strategies position investors to enjoy the rising tides of innovation and offer an attractive complement to traditional investment […]
Why This Bull Market May Continue to Surprise
Typically, a bull market ends with confidence and exuberance, not to mention rapid inflows. Surprisingly, neither of those conditions characterizes equity markets today. In October 2014 I shared a “Different Interpretation of Recent Market Signals” with you, laying out what we later learned to be true. Today, I would like to share my thoughts with […]
A Different Interpretation of Recent Market Signals
With the most recent market signals, the fear trade is back! Yes, the market is grappling with some daunting issues: Ebola, ISIS, Russia, renewed European weakness, and weak retail sales in the U.S. Commodity prices are sliding, fanning fears of broad-based deflation. Some earnings pre announcements, starting with Microchip’s, have been unnerving. For most of […]
