Here's something that might surprise you — investors are flocking to what they call the ‘Halo’ stocks. According to Graeme Wearden in The Guardian, these are companies with heavy assets and low risk of obsolescence — think energy, infrastructure, and transport giants. Now, here’s where it gets interesting — amid all the hype around AI, investors are looking for safer bets that won’t get disrupted easily. Goldman Sachs points out that this ‘Halo trade’ has driven UK and EU markets to record highs recently. So what does this actually mean for you? Well, it’s a shift away from purely tech-driven growth to companies that have tangible assets, which could be more resilient long-term. Graeme Wearden adds that this trend might be a sign that the market’s seeking stability in a turbulent AI age. Keep an eye — these ‘heavy asset’ stocks might just be your best move for steady growth in uncertain times.
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...
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...