RobecoSAM

Rapid water consumption caused by population growth in emerging markets is creating opportunities to invest in water-based companies.

As the oil price falls below $80 per barrel and other commodity markets also struggle with limited supply, investors are steering clear of resources funds, but some managers see these conditions as an investment opportunity.

Rising labour costs in China means manufacturers have been turning to robotics to save costs. Now, a robotics revolution is underway, driven by smart materials and more sophisticated design. Pieter Busscher from RobecoSAM explains the dynamics.

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