5G Adoption in 2021: Where Are We Now & Where Are We Going?
By: Lisa Chai, Sr. Research Analyst, ROBO Global
A roundup for investors
11 Feb, 2021
By: Lisa Chai, Sr. Research Analyst, ROBO Global
15 Jan, 2021
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.
9 Dec, 2020
By Bill Studebaker, President & CIO, ROBO Global
2 Dec, 2020
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.
1 Dec, 2020
By Bill Studebaker, CIO & President, ROBO Global
10 Nov, 2020
By Lisa Chai, Senior Research Analyst, ROBO Global
5 Nov, 2020
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.
26 Oct, 2020
15 Oct, 2020
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.
2 Sep, 2020
By Bill Studebaker, CIO & President, ROBO Global
ROBO Global is an index, advisory, and research company focused 100% on helping investors capture the unique opportunities of fast-growing robotics, automation, and artificial intelligence (RAAI) companies around the world.