Turnkey Tech Investing: March 2020 Market Brief
By Bill Studebaker, CIO & President, ROBO Global
8 Apr, 2020
6 Apr, 2020
3D Printing Community Steps Up to Help Save Lives
By: Lisa Chai, Sr. Research Analyst
6 Apr, 2020
From panic to opportunity: Investing for growth in a bear market
By: Chris Buck, Head of Capital Markets & Sales
1 Apr, 2020
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 COVID-19 pandemic, energy solvency, and the liquidity crisis; and three resolutions. Investors should get ready for a world where interest rates stay very low for a very long time, where budget deficits go absolutely through the roof, and where the incentive of the average worker to go to work is muted by very generous government programs. In such a world, investing in the likely surge in robotics investments may not be a bad idea.
27 Mar, 2020
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 that reaffirm these companies’ long-term growth potential and fit in the HTEC strategy.
27 Mar, 2020
To avoid a COVID-19 replay, robotics & AI technologies will come to the rescue
By: lllah R. Nourbakhsh, PhD, Professor of Robotics at Carnegie Mellon & ROBO Global Strategic Advisor
26 Mar, 2020
HTEC Index: Expecting a more mild impact from COVID-19
We conducted an in-depth analysis of our Healthcare Technology & Innovation Index (HTEC) to estimate the impact of the COVID-19 pandemic on HTEC’s portfolio companies. Our analysis indicates that although most companies will see a negative impact in the near term, 70% of the index should see a more rapid recovery. More importantly, in the long term we expect a net positive fundamental impact on HTEC, as 21% of the index operates in areas that could see incremental demand post-pandemic. In particular, we expect healthcare stakeholders to increase investment in areas such as telehealth, data analytics, genomics, and precision medicine to better leverage new technology and to better prepare for future outbreaks.
25 Mar, 2020
Crisis accelerates re-shaping of work with automation and AI
By: Lisa Chai, Sr. Research Analyst, ROBO Global
25 Mar, 2020
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
17 Mar, 2020
Investing in the face of COVID-19
By Bill Studebaker, CIO & President & Jeremie Capron, Director of Research, ROBO Global