25 Mar, 2020 image
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Crisis accelerates re-shaping of work with automation and AI

By: Lisa Chai, Sr. Research Analyst, ROBO Global   In the race to contain a deadly pandemic, technology infrastructure around the world is being tested by fire as remote work, online training and video conferencing accelerate. Businesses that may have been hesitant to allow employees to work remotely now have no alternative. Office closures, airport shutdowns, travel restrictions, social distancing, and shelter-in-place orders have resulted in a massive and sustained surge in video co...

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6 Feb, 2020 image
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Turnkey Tech Investing: January 2020 Market Brief

By Bill Studebaker, CIO & President, ROBO Global   The coronavirus once again dominated headlines in January, and the spread of the outbreak beyond China’s borders took its toll on the global markets—at least over the short-term. Market stabilizers included an increase in Q4 earnings for S&P 500 companies compared to a year earlier, a hold on interest rates by the Fed, and the UK’s official departure from the EU (it took long enough!). Looking back to Asia and the pot...

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4 Dec, 2019 image
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Thematic Investing: The Intersection of Robotics and AI

By Prof. Wyatt Newman, PhD When I was asked to present a keynote address on robotics and AI at the LGIM Thematic Investing Forum in London last month, I was quite honored. What was most thrilling to me, however, wasn’t the invitation itself, but the fact that a conference focused on thematic investing was placing robotics and AI at the top of the bill. That level of recognition has been a long time coming, and from my vantage point, I believe it’s high time investors took note of the imme...

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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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14 Nov, 2019 image
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ServiceNow: Building the Roadmap for Tomorrow’s Digital Workforce

By Lisa Chai, Senior Research Analyst, ROBO Global A new category is emerging for the future of workforce management, and I was happy to witness it first-hand at ServiceNow’s customer conference in New York City last week. At the event, the company drove home the fact that the key to driving a top-notch digital employee experience and unlocking productivity is an advanced employee experience platform—and that this has become a must-have for every HR and IT leader. A clear frontrunner in t...

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19 Sep, 2019 image
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From Buzzword to Basic: Marketing Automation & AI Takes the Spotlight at Hubspot’s Inbound Conference

Amid the rolling hills of South Dakota lies a long strip of highway that billboard marketing has effectively served for nearly a century. Today, I-90 remains scattered with billboards advertising Wall Drug. Standing at just a hundred feet apart for more than a hundred miles, the signs deliver a simple message: “Stop at Wall Drug for free water and fun!” It’s a near-constant barrage of in-your-face marketing that can’t help but fill passers-by with curiosity. What was once a Hail Mary ...

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12 Sep, 2019 image
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Artificial Intelligence: the best weapon in the war against cyber attacks

By Lisa Chai, Senior Research Analyst, ROBO Global Cybersecurity threats have steadily increased in recent years, with 3,800 breaches so far in 2019 alone—an increase of more than 50% over the last four years. In response, businesses around the world are seeking trusted solutions to address this fast-growing problem. At the same time, companies everywhere are finding it more and more difficult to hire and retain skilled security talent. Solution providers are rushing to the rescue, includin...

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12 Sep, 2019 image
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The secret rise of robotics and AI stocks

By Bill Studebaker, President & CIO, ROBO Global If the headlines have you wondering where to turn next as an investor, you can rest assured that your exposure to robotics and AI is likely paying off—even if their recent growth is the market’s best-kept secret at the moment. While the Fed’s next interest rate move, Boris Johnson’s Brexit debacle, and Trump’s latest late-night tweet have been doing a spectacular job of sending the stock market into a frenzy and keeping investors ...

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13 Aug, 2019 image
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Investing in AI? Here’s how and why diversification is key

By Chris Buck, Head of Capital Markets and Sales, ROBO Global It seems every time I chat with one of ROBO’s dedicated robotics and AI experts, I’m reminded just how fast technology leadership can change and why diversification is key to helping investors capture the growth in AI. Recently, a short email from Henrik Christensen, PhD confirmed the vital importance of our approach to investing in robotics, automation, and artificial intelligence (RAAI)—including focused research and divers...

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20 Jul, 2019 image
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AI in the Workplace: Say hello to your newest co-workers

By Henrik Christensen, PhD, Qualcomm Chancellor’s Chair in Robot Systems, Director Contextual Robotics, UC San Diego; ROBO Global Strategic Advisor For years, the hype around artificial intelligence (AI) in the workplace has centered around one thing: the potential impact on the human workforce. But as AI evolves and organizations continue to discover new ways to apply the power of AI in nearly every facet of industry, perceptions are quickly shifting away from viewing AI as a threat ...

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