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Alternative Market Briefing

Time to invest in robotics? (part 2)

Thursday, May 18, 2017

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Benedicte Gravrand, Opalesque Geneva for New Managers:

The London-based manager of the RoboCap UCITS Fund talks to Opalesque about the robotics revolution. See Part 1 here.

Opalesque: Is it too early for robotics?

Jonathan Cohen: I think it is a great time. If you invested into robotics 10 years ago you would have done very well. But I think right now, it's in inflection point.

If you look at research from Boston Consulting Group, it says that the pace of automation is going to double, to grow twice as fast over the next 10 years compared to the last 10 years.

For example, look at surgical robots. Ten years ago, very few people were using it; today, it's almost a standard, depending on the kind of operations you need to have, you are almost guaranteed to be using one. The sales growth is very significant, at least double digits depending on the kind of robots you look at.

And 3D printing, which started initially in 1987, really took off recently. The sales of 3D printers have almost doubled year on year. They are used by airlines. Let's say y......................

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