Behind every modern factory, warehouse, and — increasingly — our homes, automation technologies are quietly transforming how we work and live. In this exclusive webinar replay, industry veteran Morton Paulsen reveals why 2025 marks a critical inflection point, with AI capabilities, labor shortages, and shifting global dynamics creating unprecedented opportunities in robotics and automation.
In this must-watch, CE-credit presentation, Morton Paulsen, who has been tracking industrial automation trends since 1999, correctly predicted that U.S. PMIs would break above 50 in Q1 2025 — marking the end of a two-year manufacturing contraction. His prediction was validated by multiple key factors. PMIs trended upward from 46 in October to 49 in December 2024. Meanwhile, the new administration set manufacturing-friendly policies, and survey data showed machinery order growth expectations of 20% year-over-year.
Key Highlights
- Why labor shortages and manufacturing construction at record highs signal a coming surge in automation, with unfilled manufacturing jobs persisting despite two years of PMIs below 50;
- Analysis of shifting dynamics between China and global robotics players, including insights from Morton’s recent visits to Asian manufacturing hubs;
- Expert perspectives on emerging technologies opening new markets beyond traditional manufacturing;
- Investment opportunities across industrial automation, health care robotics, and service sectors, including humanoid robots in health care and hospitality; and
- A deep dive into five of the biggest catalysts for automation in 2025.
Insight and CE-Credit
For actionable insights on positioning your portfolio for what could be the longest automation upcycle yet, watch the full webinar now.
The implications of this technological shift extend far beyond manufacturing. From health care and agriculture to household robotics, the next wave of automation promises to reshape entire industries. With valuations at compelling levels and multiple catalysts on the horizon, understanding these trends is crucial for investors and industry professionals alike. Watch the full replay to learn why experts believe we’re at the beginning of a major inflection point in robotics and automation, and what it means for your investment strategy in 2025 and beyond.
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