VIRTUAL EVENTS
Automating America: The New Wave of Robotics Demand
Join Morten Paulsen, Head of Industrials Research at CLSA and member of the ROBO Global Strategic Advisory Board, for an in-depth look at his latest research report on the accelerating automation of American manufacturing.
Eighteen years ago, Morten published Automating Asia, a bold call that China would become a dominant force in industrial robotics. At the time, China accounted for under 2% of global robot deployments; today, it accounts for 44%. He is now making an equally significant call for U.S. manufacturing.
SUMMARY
Topics covered will include:
- Why he believes installed industrial robot shipments in the United States are poised to double before 2030, and why the conditions for that growth are already in place.
- How reshoring trends, persistent labor shortages, and a new capex expansion cycle are converging to create a long-term growth theme with meaningful near-term momentum.
- The role humanoid robots are beginning to play alongside traditional industrial automation as manufacturers confront an increasingly tight labor market.
This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Morten Paulsen
Head of Research and a Managing DirectorCLSA Japan
Zeno Mercer
Head of Robotics and AI ResearchVettaFi
Disclaimer
By registering, you are certifying that you are a financial professional and agree to share your data with VettaFi and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to VettaFi's Privacy Policy. You can unsubscribe at any time.
Important Disclosures
VettaFi is the index provider for ROBO ETF, THNQ ETF, and HTEC ETF, for which it receives an index licensing fee. However, ROBO ETF, THNQ ETF, and HTEC ETF are not issued, sponsored, endorsed, or sold by VettaFi. VettaFi and its affiliates have no obligation or liability in connection with the issuance, administration, marketing, or trading of ROBO ETF, THNQ ETF, and HTEC ETF.