Why molecules matter in the age of the Halo trade
Capital-intensive industries are taking their revenge on the service sector
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AI + Halo = $$$
A techno-industrial boomlet
The Halo trade: a fad or the future?
Some commentators believe Heavy Assets, Low Obsolescence companies could be an investment antidote to markets ravaged by AI
There is method in the market’s madness
But it relies on a host of rosy assumptions going in investors’ favour
Markets should pay heed to the affordability squeeze
Political pressure in response to public anxiety will demand policy responses
Interest rates take fright
The market’s calm in the face of war is beginning to crack
The industrial strategy will provide certainty for business
Debates about big or small government belong in the past; being agile enough to seize future chances is what matters