AI-resistant ‘halo’ stocks drive UK and EU markets to record highs. Investors shifting to ‘heavy-asset, low-obsolescence’ companies insulated from disruption, says Goldman Sachs Investors 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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