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As part of our thematic investing week, we spoke to Cathie Wood of ARK Invest on artificial intelligence, electric vehicles and the prospect for ETFs in Europe
www.morningstar.co.uk
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#cathiewood #ark #bitcoin #AI #robotics #EV #electricvehicles #thematicinvesting #morningstar #etfs #disruptiveinnovation
00:00 - Introduction
00:42 - What do you expect from thematic investing in 2024?
01:21 - Can we still consider AI a disruptive innovation?
02:27 - Why are you so positive about Electric Vehicles?
04:04 - Bitcoin
05:18 - Managing risks with ARK Innovation Fund
07:30 - Disruptive innovation could beneficial for portfolio diversification
09:30 - What are your plans for Europe?