By Richard Lightbound, ROBO Global
29 Apr, 2020
1 Apr, 2020
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
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.
26 Mar, 2020
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.
16 Mar, 2020
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.
7 Feb, 2020
By: Nina Deka, Senior Research Analyst, ROBO Global
18 Dec, 2019
Technology quietly transformed the way we live throughout the 2010s. The rapid pace of revolutions and evolutions came and went so quickly that companies like Apple, Amazon, Netflix quickly became tokens in our households and our daily lives. Perhaps most incredibly, this all occurred in an unrealized, ubiquitous manner over the course of just ten short years. At ROBO Global, we stand with conviction behind the incredible investment opportunity that lies in these very technologies and the tremendous growth potential that we anticipate in the coming decades.
4 Dec, 2019
11 Nov, 2019
By Bill Studebaker, President & CIO, ROBO Global, LLC
9 Oct, 2019