insights into the world of Innovation

A roundup for investors

26 Apr, 2021

AI & the Future of Healthcare Webinar

Learn More

20 Apr, 2021

Microsoft’s Nuance Acquisition Signals a Power Move Into Healthcare AI

By: Lisa Chai, Sr. Research Analyst

Learn More

13 Apr, 2021

ROBO Global Quarterly Review Q1 2021



With tech stocks trailing and cyclical and value stocks catching up as the economic recovery continues to broaden, the ROBO Global innovation indices exhibited the benefits of diversification. The Robotics & Automation Index (ROBO) returned 4.5% in the first quarter of 2021, the Healthcare Technology & Innovation Index (HTEC) rose 0.5%, and the Artificial Intelligence Index (THNQ) decreased 1.2%.

In this report, we discuss why robotics, AI, and healthcare technologies continue to look attractive and note the current key trends and big movers across our index portfolios.

Learn More

24 Mar, 2021

ROBO Brief: Luminar's Lidar, Growth in Telehealth, & iRobot's Success

This week, we discuss Luminar's market leadership in lidar technology and why Teladoc will remain a frontrunner in telehealth. We also spoke to iRobot EVP and Chief Product Officer, Keith Hartsfield, about the company’s success and how the company is paving the way for smart homes of the future.

Learn More

12 Mar, 2021

ROBO Brief: 5G, Another Acquisition & A Conversation with Vocera's CEO

This week, we discuss the recent acquisition of data integration leader Talend and why we believe 2021 will prove to be the year of 5G. We also spoke to Vocera Communications CEO, Brent Lang, about how the company's SmartBadge serves and protects healthcare workers in response to the pandemic.

Learn More

10 Mar, 2021

How Vocera Replaces Chaos with Quiet in Hospitals

By Nina Deka, Senior Research Analyst, ROBO Global

Learn More

24 Feb, 2021


16 Feb, 2021

ROBO Brief: 3 Tech Companies Exceeding Investor Expectations

This week, we discuss Brooks Automation's mind-blowing returns, how Natera is using AI to analyze its genetic testing data, and why Varonis Systems is seeing such strong growth. We also have a webinar covering M&A activity across disruptive technology on Wednesday, Feb. 24 at 10am CT which you can register for here.

Learn More

9 Feb, 2021

Investing in Sustainable Innovation: ESG Across Disruptive Tech

By: Richard Lightbound, ROBO Global CEO, EMEA

Learn More

15 Jan, 2021

ROBO Global Quarterly Review Q4 2020

The ROBO Global Innovation Indices ended 2020 with a bang, largely outperforming global equities.

The Robotics & Automation Index (ROBO) returned 45.3% for the year, the Artificial Intelligence Index (THNQ) increased 68.2%, and the Healthcare Technology & Innovation Index (HTEC) rose 66.6%. While the turbocharging of digitization trends will likely continue in 2021, we also expect a broadening of the economic recovery and with M&A accelerating, the setup for robotics, AI and healthcare technologies looks attractive. In this report, we discuss key trends and big movers across our index portfolios.

We believe our portfolios are well positioned to continue to outperform in this environment, with significant international, small and mid-cap exposure, and a high level of M&A activity. The ROBO strategies are specifically focused on technology disruptors that are positioned to gain share as the digitalization of the economy accelerates, many of which have been massive beneficiaries of this shift—especially companies in the areas of artificial intelligence, factory and logistics automation, enterprise software, and healthcare technologies.

Learn More