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Investment Insight Series – Thematic Investment Videos: Automation

Investment Insight Series

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Having written about Sarasin’s thematic approach to investing, we’ve previously shared videos they produced around their core investment themes of ageing and climate change

The next video in the series focuses on automation. Wherever it takes place – in a warehouse or at home – automation is revolutionising processes that are repetitive, dangerous or where the outcome is critically dependent upon quality.

You’ll have read about AI and robotics, but Sarasin’s investment approach is concentrating on identifying what might be termed niche areas of automation:

Sarasin have included automation as one of their core themes because its impact is global, but, within the widespread applications, they are working to identify the areas delivering the best returns and sustainable growth.