Portfolio Manager
• Product video
The materials helping AI get physical
AI may start with software, but it depends on a vast supply chain of hard assets and physical materials. This video explores how strategic minerals, advanced materials, optical connectivity and manufacturing equipment are creating opportunities beyond technology. It also examines how AI intersects with electrification, robotics, factory automation and supply chain reshoring, and how we identify companies positioned to benefit from these long-term trends.
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The materials helping AI get physical
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This information is for informational purposes only and should not be construed as an offer to sell or an invitation to buy any securities or products, nor as investment advice or recommendation. The contents of this document have not been reviewed by the Monetary Authority of Singapore (“MAS”). Robeco Singapore Private Limited holds a capital markets services license for fund management issued by the MAS and is subject to certain clientele restrictions under such license. An investment will involve a high degree of risk, and you should consider carefully whether an investment is suitable for you.
