Post by ARK Invest Europe

Name: Our Q1 2026 Quarterly Macro Update and Outlook is now available. Q1 was shaped by geopolitical unce
Uploaded: 2026-04-30T10:43:29.066Z
Channel: ARK Invest Europe
Description: Our Q1 2026 Quarterly Macro Update and Outlook is now available. Q1 was shaped by geopolitical uncertainty, renewed inflation concerns, and a broad reassessment of AI's impact on software economics.

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Our Q1 2026 Quarterly Macro Update and Outlook is now available. Q1 was shaped by geopolitical uncertainty, renewed inflation concerns, and a broad reassessment of AI's impact on software economics. As AI moves beyond software into infrastructure, robotics, autonomy, energy systems, and multi-omics, the opportunity set continues to broaden. The update also includes a video introduction from Thomas Hartmann-Boyce, CFA, Global Head of Investment Solutions. Read more: https://lnkd.in/ejnxidYy

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