insights into the world of Innovation

A roundup for investors

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.

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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.

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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.

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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.

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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.

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15 Oct, 2020

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.

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14 Sep, 2020

Genomic Advancements Are Advancing Early Cancer Detection

By: Nina Deka, Sr. Research Analyst

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24 Jan, 2020

The ROBO Global Q4 Review: Investment Insights Across Robotics, AI, and Healthcare Technology

The ROBO Global innovation indices closed 2019 on a strong note, largely outperforming global equities. The Robotics & Automation Index (ROBO) returned 30.3% for the year, the Artificial Intelligence Index (THNQ) increased 37.6%, and the Healthcare Technology & Innovation Index (HTEC) rose 34.9%. The good news is that earnings growth has only just inflected and looks set to return to double-digits in 2020. In this report, we discuss key trends and big movers.

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7 Oct, 2019

Who has the real answer to the US healthcare crisis?

It’s said that the more things change, the more they remain the same. That could certainly be said about the upcoming 2020 US presidential election. Just as it was in the last election cycle, healthcare remains the number-one voting concern for voters who see out-of-control drug prices, diminishing health-insurance benefits, and rising healthcare premiums as threats to their wallets—if not their livelihoods.

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