Investment in AI-resistant ‘Halo’ companies helps push UK and EU markets to record highs
The Guardian World
by Graeme WeardenMarch 1, 2026
Investors are shifting toward physical assets that are partially 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.
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Originally published on The Guardian World on 3/1/2026