Living side-by-side with robots and interacting with them on a daily basis still seems science fiction. But this hybrid reality is becoming more possible, more probable, each day. Automation brings solutions to some of the key global challenges of our time including ageing population and climate change. This is why we believe investors should embrace the trend.
Robotics is entering a new era. Once confined mainly to industrial production lines, it is rapidly expanding into healthcare, logistics, mobility, agriculture, and consumer applications.
As artificial intelligence becomes increasingly capable of understanding, reasoning and acting, robotics emerge as the physical layer through which digital intelligence interacts with the real economy.
The investment opportunity extends well beyond robots themselves. Robotics sits at the intersection of today's most powerful innovation trends, bringing together artificial intelligence, semiconductors, sensors, software, connectivity, cybersecurity and advanced manufacturing.
As AI increasingly moves from the digital world into the physical world, robotics is emerging as the central platform through which technological innovation becomes real-world productivity.
Several long-term trends are reinforcing demand for robotics and automation across industries.
Together, those trends are taking robotics to the next level, evolving it from a niche industrial application into a broad-based investment theme spanning multiple sectors and regions.
The long-term potential is substantial and continues to broaden. According to Morgan Stanley Research estimates, global robot hardware revenues alone could reach around USD 25 trillion by 2050, with humanoid robots, autonomous vehicles and service robots among the largest potential segments.
For investors, the opportunity extends well beyond robot manufacturers to the companies providing the software, computing infrastructure, sensors and cybersecurity solutions that enable large-scale deployment.
Robotics is not a single industry. It is the convergence of artificial intelligence, automation, semiconductors, software, sensors and advanced manufacturing. Capturing this opportunity requires a broad and disciplined investment approach.
Our strategy invests across the robotics ecosystem through nine complementary sub-themes, including artificial intelligence, smart factories, industrial and service robots, cybersecurity, sensors and mechatronics, IoT and big data, and other emerging technologies.
This diversified approach allows us to capture innovation wherever value is being created across the robotics value chain, extending from enabling technologies to industrial applications and healthcare solutions.
Technological leadership can change rapidly. That is why our investment process goes beyond traditional financial analysis.
Through our proprietary innovation assessment, we seek to identify companies with the technological capabilities, innovation culture and strategic positioning needed to remain leaders as the next generation of robotics and physical AI evolves.
Candriam’s dedicated Robotics Advisory Board brings together leading academics and robotics specialists who provide valuable insights into emerging technologies, industry developments and future adoption trends.
This exchange of expertise helps us stay at the forefront of one of the most dynamic areas of innovation.
Our Robotics & Innovative Technology strategy is managed by an experienced investment team with more than 20 years of expertise in innovative technologies and thematic investing.
The team combines deep sector knowledge with a long-term perspective on the structural trends shaping the future of automation.
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