Investors are shifting toward physical assets that are partially insulated from disruption, says Goldman SachsInvestors have a new mantra as they prepare for AI to shake up the global economy – the Halo trade.Interest in Halo – short for “heavy assets, low obsolescence” – has risen as investors seek out companies with tangible, productive assets, which might be insulated from AI disruption, such as energy and transport infrastructure companies. Continue reading…
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