How Salesforce is Shaping the Future of Enterprise Software

By: Lisa Chai, Sr. Research Analyst

The Future of Robotics & AI Investing: A Q&A with MIT’s Daniela Rus

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, 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.

Turnkey Tech Investing: November 2020 Market Brief

By Bill Studebaker, CIO & President, ROBO Global

ROBO Brief: E-Commerce & Exact Sciences Expands into Cancer Detection

This week, we explore all things e-commerce from the tremendous growth in online grocery as seen through Ocado's performance to the ambitious plans for online retailers heading into the holiday season. We also discuss the expansion of Exact Sciences into early cancer detection after the acquisition of Thrive. Please enjoy these insights from our research team.

OCADO: Reimagining the future of online grocery

By Lisa Chai, Senior Research Analyst, ROBO Global

Investing in Robotics & Automation: Your Questions Answered

A Q&A with Richard Lightbound, CEO EMEA & Asia at ROBO Global

Turnkey Tech Investing: October 2020 Market Brief

By Bill Studebaker, CIO & President, ROBO Global

Self-Driving Car Companies For Investors Looking to Tap Into AV Tech

In parts of Arizona, “fully” autonomous ride hailing services from Waymo One are now available to the general public. This has come after months of testing by Waymo, the autonomous driving technology company owned by Alphabet, Google’s parent company. Until recently, Waymo One’s fully autonomous service was only available to a select group of participants who signed a NDA to take part in a trial study in Phoenix. The newly available ride hailing cars are particularly notable because there are no supervised safety operators in the front seat of the vehicles. They are fully autonomous, marking a huge milestone for Waymo, and for the entire autonomous vehicle industry.

The How & Why of Investing in Self-Driving Vehicles

ROBO Global Q3 2020 Review

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 turbocharged by the COVID-19 crisis. The Robotics & Automation Index (ROBO) returned 11%, the Artificial Intelligence Index (THNQ) increased 10%, and the Healthcare Technology & Innovation Index (HTEC) rose 14% for the quarter. Our strategies are focused on technology disruptors, especially in the areas of artificial intelligence, factory and logistics automation, enterprise software, and healthcare technologies. In this report, we discuss key sector trends and big movers in each space.