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How Healthcare Innovation is Revolutionizing Cancer Detection
Rapidly evolving technologies, like genomics, are quietly and completely morphing the medical field as we know it. The ROBO Global Healthcare Technology & Innovation Index (ticker: HTEC) provides unique, global exposure to best-in-class companies leading the healthcare technology revolution.
A Conversation with MIT’s Daniela Rus on The Future of Robotics & AI Investing
Jeremie Capron (Director of Research) and Lisa Chai (Senior Research Analyst) had the opportunity to sit down with our ROBO Global strategic advisor Professor Daniela Rus. Daniela is the director of MIT’s Computer Science and AI lab, and a member of the National Academy of Engineering and the American Academy for Arts and Science.
ROBO Global Q3 2020 Investor Call
Hear from our research team about how the ROBO Global innovation portfolios performed throughout Q3 2020 despite a global pandemic and market turbulence.
ROBO Global Q2 2020 Investor Call
The ROBO Global innovation indices had their strongest-ever quarterly returns in Q2, largely recouping their Q1 losses and leaving them significantly ahead of global equities halfway through 2020. The Robotics & Automation Index (ROBO) returned 29%, while the Artificial Intelligence Index (THNQ) jumped 44%, and the Healthcare Technology & Innovation Index (HTEC) rose 31% in …
ROBO Global Q1 Investor Call 2020
The ROBO Global innovation indices outperformed during the worst quarter for global equities since 2008. The Robotics & Automation Index (ROBO) declined 20% in Q1, while the Artificial Intelligence Index (THNQ) lost 15%, and the Healthcare Technology & Innovation Index (HTEC) was down 11%. We expect the COVID-19 crisis to remain a relatively short-term event. …
ROBO Global Q4 Investor Call 2019
The ROBO Global innovation indices closed 2019 on a strong note, largely outperforming global equities. The Robotics & Automation Index (ROBO) returned 30.3% for the year, the Artificial Intelligence Index (THNQ) increased 37.6%, and the Healthcare Technology & Innovation Index (HTEC) rose 34.9%. The good news is that earnings growth has only just inflected and …
Investing in HTEC: Healthcare Technology & Innovation Index by ROBO Global
Healthcare is undergoing massive disruption, creating an incredible, long-term investment opportunity. ROBO Global, the creators of ROBO, the first robotics & AI index, bring you HTEC. HTEC is an investment portfolio dedicated to providing exposure to best-in-class healthcare technology companies around the world.
ROBO Global Q3 ’19 Investor Call
Nine months into the year, the ROBO Global Robotics & Automation Index (ROBO) has returned more than 17%, the Artificial Intelligence Index (THNQ) has increased 23%, and the Healthcare Technology & Innovation Index (HTEC) is up 19%. After two consecutive quarters of earnings declines, ROBO’s median EPS growth appears to have turned positive in 3Q19 …
Tabula Rasa Spotlight: An Inside Look with ROBO Global
In this video segment Nina Deka, Senior Research Analyst at ROBO Global, speaks with the management team at Tabula Rasa HealthCare to learn how the company is using data analytics to manage medication risk and keep people out of hospitals. Adverse drug events account for over 125,000 hospital admissions each year at a hefty cost …
Continue reading "Tabula Rasa Spotlight: An Inside Look with ROBO Global"
ROBO Global Q2 ’19 Investor Call
Robotics, automation, and AI stocks rose in Q2, pushing the ROBO Index up 22% year-to-date. Watch the recording of our Q2 investor call where you’ll hear more about the recent trends in robotics and AI investments and learn about our newest index, Healthcare Technology & Innovation
ROBO Global Quarterly Review Q4 2020
The ROBO Global innovation indices ended 2020 with a bang, largely outperforming global equities....
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ROBO Global 2021 Trends Report
Explore the 2021 top trends driving the future of robotics, AI, and healthcare innovation. This disruption is creating incredible, long-term investment opportunities....
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Self-Driving Cars, Closer to Reality
While fully autonomous driving may still be many years away, major players in the auto industry are already using the power of autonomous technology to reinvent how we use and interact with cars. Cons...
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ROBO Global Quarterly Review Q3 2020
The ROBO Global innovation indices posted double-digit returns in Q3, continuing to outperform global equities. This performance was due, in part, to the digitalization of the economy that has been tu...
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Healthcare Innovation is Revolutionizing Cancer Detection
In the last few years, genomic advancements have changed the game in cancer detection. New technology is enabling people to find out eight months ahead of time whether a treated cancer has returned, o...
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ROBO Global Earnings Trends Q2 2020
Exploring the trends that emerged throughout Q2 2020 across the ROBO Global innovation indices....
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ROBO Global Quarterly Review Q2 2020
The ROBO Global innovation indices had their strongest-ever quarterly returns in Q2, largely recouping their Q1 losses and leaving them significantly ahead of global equities halfway through 2020. The...
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EXPLORING OPPORTUNITIES ACROSS THE LANDSCAPE OF AI
We believe that the AI revolution is a multi-decade investment theme set to transform and disrupt the world we live in as it reaches its full potential. In this white paper, we explore the history of ...
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Survey Insights: It’s Wheels Up for Telemedicine
The telemedicine industry has been picking up steam over the last few years, and now COVID-19 has fueled it into mainstream adoption. To assess the sustainability of this growth, we recently surveyed ...
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ROBO Global Quarterly Review Q1 2020
The ROBO Global innovation indices outperformed during the worst quarter for global equities since 2008. The Robotics & Automation Index (ROBO) declined 20% in Q1, while the Artificial Intelligenc...
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Investing Amid the Coronavirus Meltdown
In this exclusive report, ROBO Global advisor Louis-Vincent Gave, the founding partner and CEO of famed independent research firm Gavekal, discusses the perfect storm of three ongoing crises - the COV...
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ROBO Global Earnings Alert 4Q19
Several trends emerge as we review the close of 2019 and earnings for ROBO Global’s Robotics & Automation (ROBO), Artificial Intelligence (THNQ) and Healthcare Technology & Innovation (HTEC)...
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ROBO Global Quarterly Review Q4 2019
The ROBO Global innovation indices closed 2019 on a strong note, largely outperforming global equities. The Robotics & Automation Index (ROBO) returned 30.3% for the year, the Artificial Intellige...
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ROBO Global 2020 Trends Report
Explore the 2020 top trends driving the future of robotics, AI, and healthcare innovation. This disruption is creating incredible, long-term investment opportunities....
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ROBO Global Earnings Alert 3Q19
With the earnings season coming to a close, the ROBO Global Robotics & Automation Index has risen nearly 9% in October and November, bringing total returns to 27% year-to-date....
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ROBO Global Quarterly Review – Q3 2019
Nine months into the year, the ROBO Global Robotics & Automation Index (ROBO) has returned more than 17%, the Artificial Intelligence Index (THNQ) has increased 23%, and the Healthcare Technology ...
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Qiagen: The most ubiquitous company in molecular diagnostics
INDEX MEMBER SPOTLIGHT: QIAGEN 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...
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Robotics, Automation, and AI M&A on the rise
Mergers & Acquisitions (M&A) are heating up in Robotics, Automation & AI (RAAI) and new deals seem to come every day. In the past three months alone, three members of the ROBO G...
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ROBO Global Research Update: PTC
Augmented reality. The highly hyped phrase itself conjures up images of a fantastical future. And yet, in the case of ROBO Global Index member PTC, those images actually live up to the hype. A leader...
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ROBO Global Quarterly Review Q2 2019
While markets are sending mixed signals, robotics, automation, and AI stocks recorded further gains in a volatile Q2. Halfway into the year, the ROBO Global Robotics & Automation Index (...
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ROBO Global Research Update: Tecan
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 indu...
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ROBO Global Quarterly Review Q1 2019
Q1 2019 marked a banner first quarter for robotics, automation and AI stocks. The ROBO Global Robotics & Automation Index surged 18%, while the Artificial Intelligence Index increased 26%, largely...
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ROBO Global Research Update: Materialise
In March, I was treated to a personal tour of Materialise’s main facility in Leuven, Belgium, along with ROBO Global’s CEO of EMEA & Asia, Richard Lightbound. One of the largest additive manuf...
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The Investor’s Guide to Computing, Processing & AI
In this Investor's Guide to computing, processing, and AI, we explore the opportunity for investors to focus on a world in which 'technology is power.' While the computer age has already delivered unp...
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ROBO Global Research Update: Intuitive Surgical
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) an...
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ROBO Global Research Update: AeroVironment
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...
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ROBO Global Research Update: Biotelemetry
A pioneer in the wireless medical technology space, BioTelemetry is changing how doctors monitor and diagnose health disorders and diseases. While this technology holds the potential to be applied acr...
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ROBO Global Research Update: Nuance Communications
When it comes to making a difference in the world with artificial intelligence, one company that is clearly leading the way is Massachusetts-based Nuance Communications. Originally founded in 1994 as ...
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The Investor’s Guide to Logistics Automation
Over the past three years, the logistics automation subsector has outperformed the S&P 500 by an impressive 53%. Considering the level of investment in the space—by both the giants and by the sm...
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3D Printing: Poised for a profitable future
3D printing is here, and it is transforming every industry it touches as the sector shifts from a bleeding-edge technology to a must-have competitive tool. As manufacturers large and small turn to 3D ...
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The Investor’s Guide to Robotics & AI in Healthcare
In this Investor's Guide to Robotics & AI in Healthcare, we look the most important healthcare innovations happening today—and why they matter to investors. As global healthcare costs contin...
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ROBO Global Quarterly Review Q4 2018
After returning a total 51% in the prior two years, the ROBO Global Robotics & Automation Index declined 22% during the 4Q18 global equity rout that was caused by a perfect storm of monetary tight...
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ROBO Global 2019 Outlook
Heading into 2019, ROBO Global explores the major trends shaping robotics, automation, and AI. All expectations point to an even bigger, faster, and more innovative year than the last....
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ROBO Global Quarterly Review Q3 2018
THIRD QUARTER IN REVIEW The ROBO Global Robotics & Automation Index rose 4.3% in 3Q18, recouping its 2Q loss. While weakening economic momentum continued to weigh on Asian and European equities, ...
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ROBO GLOBAL EARNINGS TRENDS 2Q18
With the earnings season coming to a close, the ROBO Global Robotics & Automation Index has recouped its 2Q losses and risen over 6% in July and August. 2Q18 marked the sixth consecutive quarter o...
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The ROBO Global Quarterly Report
Q2 2018 Performance, Investment Insight, and Notable News from the quarter....
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ROBO Global Quarterly Review Q2 2018
After ten consecutive quarters of gains, the ROBO Global Robotics & Automation Index declined by 4% in 2Q18, primarily due to weakening economic momentum in Europe and Asia, a stronger d...
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M&A AND FUNDINGS FOR ROBOTICS, AUTOMATION, AND AI ACCELERATE IN 2018
For investors in Robotics, Automation and AI (RAAI), the news couldn’t be better. In the past 24 months, the ROBO Global Robotics & Automation Index returned a remarkable 63%, significantly outp...
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ROBO GLOBAL 1Q18 EARNINGS REPORT
The ROBO Global Robotics & Automation Index looks set to deliver close to 30% median EPS growth in 1Q18, the strongest earnings growth since its inception in 2013. A majority of the technology and...
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ROBO Global Research Update: iRobot is Thriving in the World of AI
iRobot is the world’s leading consumer robot company and a bellwether member of the ROBO Global Robotics & Automation Index. Founded in 1990 by MIT roboticists, iRobot pioneered the smart home r...
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ROBO EARNINGS TRENDS Q4 2017: POWERING AHEAD
The ROBO Global Robotics & Automation Index just posted the strongest positive earnings surprise since its inception. This growth was fueled by a universe of Robotics, Automation, and AI companies...
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ROBO GLOBAL 2018 INVESTMENT TRENDS
2018 Investor Outlook: 5 Robotics & AI predictions to prepare your portfolio...
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ROBO GLOBAL EARNINGS REPORT (Q3 2017)
The ROBO Global Robotics & Automation Index continued to build momentum in 3Q17. We discuss performance and interesting trends that emerged from the results of the 84 members of the index....
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ABB ROBOTICS INVESTMENT COMMENTARY
We returned from ABB’s inaugural Innovation and Technology Day with increased confidence in the company’s prospects for continued profitable growth in its robotics and automation businesses. ABB h...
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A LOOK AT LOGISTICS AUTOMATION
We believe logistics is one of the most promising applications for Robotics and Automation (R&A) technology from an investor’s perspective. The industry is at an inflection point as the boom in ...
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BEST ROBO EARNINGS IN SIX YEARS
The ROBO Global Robotics & Automation Index just posted its strongest EPS growth since 2011, with the 2Q17 median EPS growth looking up 24% YoY, significantly better than anticipated....
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ROBO MARKET OUTLOOK FOR 2017
Investment Commentary--December 2016 After another rollercoaster ride of a year, investors must be relieved after the S&P Index finished up +10% in 2016, despite at one point falling nearly 15%. ...
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49 ROBOTICS INDUSTRY RESEARCH REPORTS (2016)
The number of research reports studying the robotics industry is growing exponentially. To date in 2016 there have been 109 on subjects ranging from overly broad to very drilled- down views of the ind...
downloadFeatured Research Videos
How Healthcare Innovation is Revolutionizing Cancer Detection
Rapidly evolving technologies, like genomics, are quietly and completely morphing the medical field as we know it. The ROBO Global Healthcare Technology & Innovation Index (ticker: HTEC) provides unique, global exposure to best-in-class companies leading the healthcare technology revolution.
A Conversation with MIT’s Daniela Rus on The Future of Robotics & AI Investing
Jeremie Capron (Director of Research) and Lisa Chai (Senior Research Analyst) had the opportunity to sit down with our ROBO Global strategic advisor Professor Daniela Rus. Daniela is the director of MIT’s Computer Science and AI lab, and a member of the National Academy of Engineering and the American Academy for Arts and Science.