ARK Invest Europe's Rahul Bhushan: Defence edges into core portfolio allocation status

$11bn inflows in 2025

clock • 4 min read

Total European thematic net flows hit $15.8bn for 2025, underlining a clear shift in how investors are expressing high-conviction views on megatrends through thematic ETFs.

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on ETFs

ARK Invest Europe's Rahul Bhushan: Defence edges into core portfolio allocation status

ARK Invest Europe's Rahul Bhushan: Defence edges into core portfolio allocation status

$11bn inflows in 2025

Rahul Bhushan
clock 19 February 2026 • 4 min read
David Stevenson: What trust managers can learn from ETF trends

David Stevenson: What trust managers can learn from ETF trends

The passive accumulation machine

David Stevenson
clock 18 February 2026 • 6 min read
European ETF AUM reaches $3trn milestone amid record high inflows

European ETF AUM reaches $3trn milestone amid record high inflows

Inflows total $390bn

Linus Uhlig
clock 16 February 2026 • 2 min read
Trustpilot