28 Mar, 2020 image
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How COVID-19 Innovation Today Provides Investment Insight Into Tomorrow

In the last few weeks, over a dozen companies in the HTEC Index have stepped forward to provide life-saving solutions to combat coronavirus. These innovators are working round-the-clock to develop, obtain regulatory approvals, and launch products that for some, may not generate much profit. However, in doing so, all these companies are demonstrating their market leadership, ability to mobilize and innovate rapidly and scale for further innovation. We view these as positive leading indicators tha...

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25 Mar, 2020 image
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As the COVID-19 storm rages on, 3 waves of growth are on the horizon

By Bill Studebaker, CIO & President & Jeremie Capron, Director of Research, ROBO Global  As the global COVID-19 pandemic continues, countries and companies around the globe—from Asia to Europe to the Americas—are all at different stages of reacting to the crisis. For investors, this reality is creating unique opportunities. Now is the time to turn down the volume on the day-to-day volatility and focus on investing for future growth. At ROBO Global, we are investing primarily in d...

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17 Mar, 2020 image
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Investing in the face of COVID-19

By Bill Studebaker, CIO & President & Jeremie Capron, Director of Research, ROBO Global    Seemingly overnight, we have been tossed from one world into another. Just weeks ago, the global economy was thriving, the stock market was at an all-time high, and spirits were good. Today, our environment is uncertain. We face an invisible enemy and panic is everywhere. From where we sit in the eye of this storm, the only way to address the coronavirus and contagion is constant vigila...

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16 Mar, 2020 image
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Speed is Vital in Combating Coronavirus: How Companies in the HTEC Index are Stepping Up

For many healthcare companies, the new coronavirus will likely cause a near-term impact on P&Ls, as hospital purchasing for anything other than ventilators, masks, and tests will be on hold until the crisis is fully managed. Despite near term headwinds, leading healthcare companies are stepping up to help combat the outbreak, and demonstrating their ability to innovate at an unprecedented pace. As an expansion to our recent Coronavirus update, below we highlight companies in the HTEC Index t...

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7 Feb, 2020 image
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Healthcare Tech Races to Treat Coronavirus Outbreak

By: Nina Deka, Senior Research Analyst, ROBO Global   In response to the outbreak of the novel coronavirus 2019-nCoV, numerous healthcare organizations from both public and private sectors have quickly acted to contain, treat, and prevent further outbreak. As of this writing, 2019-nCoV has resulted in the death of over 900 people in China, surpassing China’s tragic SARS death toll of 349. Thousands more are infected with 2019-nCoV each day, and the World Health Organization (WHO) ha...

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7 Feb, 2020 image
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AI is coming to the grocery store. Are you ready?

By Lisa Chai, Senior Research Analyst, ROBO Global   I recently attended a private tour of Walmart's new intelligent research lab hosted by Tech2025, a think tank and growing community focused on exploring the most consequential emerging technologies that will impact our world in the next 10 years. The event promised to illustrate the future of retail and customer experience. It didn’t disappoint. E-commerce has been disrupting the retail industry for years now. Finally, brick-a...

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3 Dec, 2019 image
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Robotics and AI trends that are changing the world in 2020

By Bill Studebaker, President & CIO, ROBO Global Download our full report on the top 2020 trends driving robotics, AI, and healthcare technology here. Holiday parties are just around the corner, which means it’s time for me and everyone else on the ROBO Global team to brace for the onslaught of questions from friends, family, and distant acquaintances about the future of robotics and AI. “Are robots really going to steal my job?” (Thanks for the cue up, Andrew Wang.) “When will...

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9 Oct, 2019 image
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How Vocera Replaces Chaos with Quiet in Hospitals

By Nina Deka, Senior Research Analyst, ROBO Global Sometimes all a patient needs to heal is peace and quiet. This can be difficult to find in a hospital, where shouting, alarms, and other noises are the de-facto standard of communication. The newest addition to the ROBO  and HTEC indexes is disrupting that noise. Vocera is a communications technology company most known for its badge, which is a wearable, voice-activated device used by employees to speak with one another. What is largely over...

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26 Sep, 2019 image
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Cognex: a company with vision delivering computers that can see

By Jeremie Capron, Director of Research, ROBO Global Since the inception of the ROBO Global Robotics & Automation Index in August 2013, Cognex, the global leader in machine vision, has returned a total 262% and is the top performance contributor for this index of best in class robotics, automation, and AI companies from around the world. We returned from the company’s investor day with increased confidence in its technology leadership and growth prospects, boosted by the advent of machi...

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12 Sep, 2019 image
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Global Telehealth is On the Rise

By Nina Deka, Senior Research Analyst, ROBO Global The National Healthcare Security Administration of China issued its anticipated guidelines on pricing and insurance coverage for internet medical services, marking a significant milestone for telemedicine adoption in China. This news is in line with our view that global telehealth adoption is accelerating, and is a positive catalyst for the ROBO Global Healthcare Technology and Innovation Index (HTEC). Ping An Healthcare and Technology Compan...

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