ARK Weekly Summary - 38 (Thematic Investing)

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 forces shaping the next wave of U.S. economic growth, as Cathie Wood connects shifts in fiscal and monetary policy with a coming surge in productivity. With innovation set to play a central role, we explore what could drive the next expansion, and how it may reshape employment and investment dynamics.

• Video: In The Know with Cathie Wood - In this episode, Cathie Wood analyses August’s employment report and its broader economic implications, connecting fiscal and monetary policy shifts with the innovation-driven growth expected ahead.

• Poll: What do you think will be the biggest driver of US’s next productivity boom? - As the U.S. eyes its next wave of economic expansion, one question looms large: what will fuel the next surge in productivity?

• ARK Insight Recap: In The Know - In this week’s recap, we spotlight three key takeaways from our latest 'In The Know' episode. We also share a chart illustrating the productivity-driven boom we anticipate, which should reverse the duration of unemployment in the US.

• ARK's Newsletter 478 - In this newsletter, we discuss Tesla's robotaxi launch, why the U.S. must rebuild domestic uranium enrichment capacity, lessons from CoMET on medicine scaling, gene editing, and the future of R&D.

• Rahul Bhushan: Change in annual solar and wind generation from 2021 to 2024. Read More

• Jason Kennard: Trade Republic enters Poland. Read More

• The Pioneer: The Pioneer Briefing Podcast: Cathie Wood. Listen Now

• The Pioneer: Cathie Wood: Innovation gains traction during difficult times. Read More

The ARK Invest team will be attending the following events, please get in touch if you would like to connect on the day:

• 7th Annual Private Wealth Benelux Forum - 18 September 2025 - Amsterdam, NL. Learn More

• Citywire München Oktoberfest Forum - 30 September 2025 - Munich, DE. Learn More

• Capital Pioneer Digital Assets Summit - 6 October 2025 - London, UK. Learn More

• Private Wealth UK Autumn Retreat - 8-10 October 2025 - Bagshot, UK, Learn More

• The Brainstorm - EP 100: Tesla robotaxi revolution. Listen Now

• For Your Innovation - EP 258: Building an AI ecosystem with Dmitry Shevelenko from Perplexity. Listen Now

Webinar Recordings:

• Navigating sustainable investing in 2025: Practical recommendations for investors. Watch Now (Professional Investors only)

• Investing in resilient growth: The case for sustainable infrastructure. Watch Now (Professional Investors only)

• For more information on our product offering, visit our website. Current European AUM: $950m (Bloomberg, as of close 12 September 2025).

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