ROBO Global index member Intuitive Surgical continues to drive the healthcare robotics revolution, and investors are taking note. Its shares have climbed 17% so far this year (as of March 25, 2019) and returned a total 184% in the past three years. That’s on the heels of a reported sales growth of 19% in 2018. But the current stock price isn’t what has been drawing the most attention to Intuitive Surgical in recent weeks. The main attraction has been innovation, pure and simple. Intuitive...Learn More
By Jeremie Capron, Head of Research, ROBO Global I recently had the opportunity to speak with Morten Paulsen, the Head of Research and a Managing Director at CLSA Japan. As a member of the ROBO Global Strategic Advisory Board, Morten’s insights into developments in robotics, automation, and AI in Asia help inform our research and alert us to the latest advancements coming to the forefront from both current industry leaders and emerging companies. Morten has covered the Japanese robotics an...Learn More
We have entered an extraordinary age of transparency. For the first time in history, shareholders, customers, employees, and society as a whole are demanding that businesses make themselves 100% visible. The outside world is now seeking an open window into every aspect of operations, such as financial data, employee grievances, email communication, #MeToo scandals, and more. Included on that long and growing list is ESG—a company’s environmental, social, and governance policies. And almost e...Learn More
What a different world it was just 5 years ago. At that time, robotics and AI still seemed like something straight out of a summer blockbuster. In most people’s minds, it was pure fantasy. Very few people understood it, and even fewer believed in it as an investable opportunity. It was then, in October 2013, that our small band of believers started digging into the sector. We were passionate about finding a way to gain exposure into what we already saw as the best investment opportunity of ...Learn More
Common business sense says that rising competition is one surefire way to know you’re on to something good. Clearly, ROBO Global’s approach to investing in robotics and AI has been validated—in spades! In the past 24 months, more than 10 new ETFs have come onto the market in an attempt to generate returns by investing in robotics and automation. With the heightened competition, however, come questions. How should investors sift through the noise? What should investors be looking into when ...Learn More
By: Jeremie Capron, Director of Research, ROBO Global 2017 has given investors a thrilling ride. Of course, heading into the New Year, the market highs have all of us wondering how much life is left in what has been one of the longest bull markets in history. For investors seeking a way to future-proof your portfolio into 2018, look no further than Robotics, Automation, and Artificial intelligence (RAAI). Indeed, RAAI may be one of the most important investment opportunities of our generation...Learn More
It seems everyone wants to jump on the robotics bandwagon these days. It’s no surprise. Robotics, automation, and artificial intelligence—or RAAI—includes many of the most exciting companies in today’s universe of emerging technologies. Plus, because this sector is considered a must-have capability in nearly every industry in every corner of the globe, the potential for growth across the robotics supply chain is tremendous. That doesn’t mean, however, that all robotics investments or ...Learn More
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