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Investment in AI-resistant ‘Halo’ companies helps push UK and EU markets to record highs

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...

Mar 01, 2026 &03000101202631; 07:00 UTC www.theguardian.com Trending 3/5

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Positive for markets

Sentiment score: +75/100

Moderate impact Medium-term (weeks)

WHAT THIS MEANS

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AI CONFIDENCE

80% Very high

SENTIMENT GAUGE

NEWS POWER SCORE

AFFECTED ASSETS

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Euro Stoxx 50

^STOXX50EIndex

Expected to rise

Investment in Halo companies pushing EU markets to record highs

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FTSE MIB (Italy)

FTSEMIB.MIIndex

Expected to rise

Italian market benefiting from similar trends

PRICE HISTORY

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⚡ SUGGESTED ACTION

Invest in sectors with heavy, low-obsolescence assets like energy and infrastructure to hedge against AI disruption.

KEY SIGNALS

Shift to AI-resistant assetsMarket record highsGoldman Sachs endorsement

SECTORS INVOLVED

EnergyTransportationInfrastructure

Analysis generated on Mar 01, 2026 at 07:22 UTC

Disclaimer: This analysis is generated by artificial intelligence for informational purposes only and does not constitute financial advice, investment recommendation, or solicitation. Original reporting by The Guardian Business. Always conduct your own research and consult a qualified financial advisor before making investment decisions.

Investment in AI-resistant ‘Halo’ companies helps push UK and EU markets to record highs

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