The Convergence of ESG & Robotics Webinar

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.

ROBO Global Robotics & Automation Index Series: Q1 2021 Rebalance Changes

Effective with the Q1 2021 rebalance, ROBO Global is making the following changes in the ROBO Global Robotics and Automation Index Series:

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.

Ambarella: A case for a ‘boring’ investment strategy

By William Studebaker, President & CIO, ROBO Global, LLC

Turnkey Tech Investing: November 2020 Market Brief

By Bill Studebaker, CIO & President, ROBO Global

OCADO: Reimagining the future of online grocery

By Lisa Chai, Senior Research Analyst, ROBO Global

Investing in Robotics & Automation: Your Questions Answered

A Q&A with Richard Lightbound, CEO EMEA & Asia at ROBO Global

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.

Turnkey Tech Investing: August 2020 Market Brief

By Bill Studebaker, CIO & President, ROBO Global