Infrastructure 2025: Capitalizing On Reshoring And The AI Boom
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Infrastructure 2025: Capitalizing On Reshoring And The AI Boom

We believe infrastructure stocks are well positioned to deliver strong returns in 2025, supported by growth in U.S. domestic manufacturing from reshoring, as well as surging electricity demand driven by growth in Artificial Intelligence (AI).

These trends are expected to create long-term investment opportunities across various infrastructure segments, including industrials, electrical equipment, utilities, renewable power producers and more.

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Artificial Intelligence And The Future Disruptors With Ark Invest
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Artificial Intelligence And The Future Disruptors With Ark Invest

In this episode, Brent Winton, Chief Futurist of ARK Invest, joins us to discuss innovation investing. We discuss ARK Invest's latest Big Ideas Report breaking down opportunities and implications for investors in the themes of Artificial Intelligence, Public Blockchain, and Multiomic Sequencing looking at how the convergence across themes is leading to exciting opportunities for investors.

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