insights into the world of Innovation

A roundup for investors

14 May, 2020

Investing in Artificial Intelligence: Introducing THNQ

By Jeremie Capron, Director of Research, ROBO Global

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29 Apr, 2020

Fasten Your Seatbelts, It’s Wheels Up for On-demand Healthcare

During a time when other industries have been grounded, the telemedicine industry has taken off into the mainstream, fueled by the global health crisis. In an effort to assess the sustainability of this growth, we conducted a survey of 1,015 consumers across the U.S., at varying ages and income levels. As telemedicine emerges as one of the most transformative themes in healthcare tech today, we have identified multiple vectors that could further fuel growth for years to come, such as repeat visits, mental health, and chronic condition management. Telemedicine’s rapid growth is just one of many key contributors to the ROBO Global Healthcare Technology and Innovation Index (HTEC) year-to-date outperformance of +5%, compared to global equities, down -12%.*

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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.

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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 

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17 Mar, 2020

Investing in the face of COVID-19

By Bill Studebaker, CIO & President & Jeremie Capron, Director of Research, ROBO Global 

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16 Mar, 2020

Speed is Vital in Combating Coronavirus: How Companies in the HTEC Index are Stepping Up

For many healthcare companies, the new coronavirus will likely cause a near-term impact on P&Ls, as hospital purchasing for anything other than ventilators, masks, and tests will be on hold until the crisis is fully managed. Despite near term headwinds, leading healthcare companies are stepping up to help combat the outbreak, and demonstrating their ability to innovate at an unprecedented pace. As an expansion to our recent Coronavirus update, below we highlight companies in the HTEC Index that are developing or enabling breakthrough technology to identify and treat COVID-19. We believe these companies’ rapid responses provide a strong testament to their market leadership.

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7 Feb, 2020

Healthcare Tech Races to Treat Coronavirus Outbreak

By: Nina Deka, Senior Research Analyst, ROBO Global

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7 Feb, 2020

AI is coming to the grocery store. Are you ready?

By Lisa Chai, Senior Research Analyst, ROBO Global

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3 Dec, 2019

Robotics and AI trends that are changing the world in 2020

By Bill Studebaker, President & CIO, ROBO Global

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9 Oct, 2019

How Vocera Replaces Chaos with Quiet in Hospitals

By Nina Deka, Senior Research Analyst, ROBO Global

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