Artificial intelligence and robots form a perfect marriage of convenience that should intensify further in the future. Thanks to the many different possible applications, the robot market is already growing rapidly today: 517,385 new industrial robots were installed in factories across the world in 2021, a rise of 31% and an all-time high for the industry, while the stock of ready-to-use robots worldwide reached a new peak at some 3.5 million units. According to MarketsandMarkets, the market for industrial robotics will climb from USD bn. 15.7 in 2022 to USD bn. 30.8 in 2027. That is equivalent to a CAGR of 14.3%. The experts reckon that the escalating introduction of industry 4.0 is one of the growth drivers here.
Switzerland’s ABB is one of those to profit from the ascent of robots. The Zurich-based group has now sold more than 250,000 intelligent machines to customers right across the world and considers itself a market and technology leader for robot technology. The robots pack foodstuffs, paint laptops and assemble solar collectors. Meanwhile, the US chip manufacturer Qualcomm is providing the computing power that is needed for fully automated actions in the first place. The company offers solutions for combining hardware and software elements that enable AI tasks to be executed faster and more effectively.
The themes of artificial intelligence and robotics open up highly promising investment opportunities. Filtering out the most propitious companies from the two mega-trends demands enormous expertise. For the Swissquote Robotics & Artificial Intelligence Index, this role is played by long-standing financial experts. To be included in the actively managed portfolio, the groups run through Swissquote Bank’s strictly regulated qualitative and quantitative selection process. The top companies from the huge investment universe are chosen, which means the barometer enables diversified investment. In terms of geography, companies from the USA and Japan currently lead the way. The two heavyweights are HollySys Automation from China and Keyence from Japan, which account for a share of over 7% between them. A quarterly review of the composition ensures that the index always takes account of current market circumstances.
In the actively managed certificate on the Swissquote Robotics & Artificial Intelligence Index, Leonteq offers investors simple and low-cost access to two technology mega-trends. The tracker certificate mirrors the performance of the underlying one to one, less an annual management fee of 0.7%. The product is also open-ended, reflecting the long-term theme. The track record to date speaks for itself: issued in May 2019, the instrument has posted a rise of one fifth despite the intervening coronavirus pandemic, war in Ukraine and rising money market interest rates.
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