Investors are bidding up companies with hefty real assets such as grids, pipelines and heavy machinery that are least likely to be replaced by artificial intelligence.
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These stocks are asset-heavy, which may make them more insulated from risks that emerge in an AI economy, the firm says.
HALO stocks are heavy assets, low obsolescence. They have risks, but not AI risks. In fact, in many cases, AI will probably…
Investors are shifting toward physical assets that are partially insulated from disruption, says Goldman Sachs
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