By Bill Studebaker, CIO & President, ROBO Global What a difference a year makes. Investors climbed yet another wall of worry in December, enabling the bull market to rise to new record highs. It was a welcome mid-cycle refresh that can help extend the expansion. In December 2018 we articulated our extremely bullish view on robotics and artificial intelligence. Penetration rates were at their nascent beginnings, and all arrows were pointing to decades of growth. At the same ti...Learn More
By Lisa Chai, Senior Research Analyst, ROBO Global At Rockwell Automation’s annual Investor Conference and Automation Fair last month, it was clear that two things are driving the company’s strategy moving forward: innovation and growth. A leader in automation control systems, the company offers software and equipment for manufacturers to run their factories. Its solutions are used in a wide variety of industries such as automotive, electronics, consumer packaged goods, food &am...Learn More
LONDON, October 15th 2019 – ROBO Global®, the world's premier provider of indices in the fields of robotics, automation, AI and healthcare, and Moorgate Benchmarks, the index company driving change, today announced that ROBO Global® has appointed Moorgate Benchmarks as its EU legal representative. This will ensure compliance with the new EU Benchmarks Regulation (BMR), which comes into full effect on January 1st 2020. In advance of the BMR coming into force, ROBO Global® has secured au...Learn More
By: Bill Studebaker, CIO & President Health is wealth. Without our health we have nothing—and the same goes for the market. That said, if recent investor behavior is any indication, it appears that the lab results from the market’s latest check-up remain inconclusive. In September, investors couldn’t seem to decide what action to take, which created a rollercoaster of market volatility throughout the month. As we see it, however, the market is conclusive about one thing: the ac...Learn More
By Lisa Chai, Senior Research Analyst, ROBO Global On September 9, Shopify, a leading e-commerce platform, announced an agreement to acquire 6 River Systems for nearly half a billion dollars. The deal reminds us of Amazon’s 2012 purchase of Kiva Systems, which kick-started an arms race to automate supply chains, warehouses, and fulfillment centers. In fact, since the inception of the ROBO Global Robotics & Automation Index, logistics and warehouse automation has been its best performing...Learn More
With over 500,000 customers, Qiagen’s products are used in almost every molecular biology lab in the world. Qiagen’s “Sample to Insight” mission aims to offer end-to-end solutions to clinical labs and life science companies. The company has the #1 market leadership position in sample technologies that are used in every application in molecular biology (e.g. liquid biopsy, CRISPR, AAV). Qiagen’s strategy is to leverage its large client base to cross-sell its new solutions, including ful...Learn More
At a recent visit to our New York office, Achim von Leoprechting, the new CEO of Switzerland-based Tecan, shared how the Swiss company’s technology is helping to revolutionize the life sciences industry. Following our conversation, we remain bullish on the long-term growth outlook for this market leader in lab automation for life science and research organizations. What does the company do exactly? Tecan provides the chassis, nuts, and bolts that enable genomic research and drug discovery—tw...Learn More
AeroVironment has been making headlines lately, and for good reason. The recent availability of its Quantix™ VTOL hybrid drone and the AeroVironment Decision Support System™ (AV DSS) marks a key shift for the application of robotics and AI in the area of precision agriculture. At ROBO Global, we’ve been anticipating the company’s trajectory since the company became an index member at the inception of the index in August 2013. Since that time, AeroVironment has delivered a 26% annualized...Learn More
ABB, a member of the ROBO Global Robotics & Automation Index since inception, has finally announced its long-awaited exit from Power Grids in a logical strategic move that will allow the company to focus more heavily on the robotics, automation, and electrification markets and presents attractive dynamics driven by the digitalization of industry. ABB will sell 80% of Power Grids to Hitachi, its JV partner in Japan, at a valuation of $11B, or 11.2x EV/operating EBITA, with predefined exit ...Learn More
2018 has been quite a year for food-borne illnesses. What’s even more disturbing than the sharp rise in food safety investigations (the CDC has investigated a shocking 22 food safety investigations to date) is the fact that food safety could have—and, yes, should have—been dramatically improved with the help of the newest advancements in robotics, automation, and AI (RAAI). In an age when technology is better skilled than ever to improve food safety and keep us healthy, having more invest...Learn More
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