The HALO effect: Heavy Assets, Low Obsolescence in the AI era
Full report
Reading view
More from source
More from Goldman Sachs Research
Goldman Sachs ResearchMar 23, 2026
Iran Conflict: How Long, and How Bad?
Macro

Goldman Sachs ResearchMar 27, 2026
How the Iran War Is Impacting Investment Portfolios
Macro

Goldman Sachs ResearchMar 27, 2026
Why Are UK Gilt Yields So High?
Macro

Goldman Sachs ResearchApr 1, 2026
How the Conflict in the Strait of Hormuz Could Affect Global Agriculture Prices
Macro
Goldman Sachs ResearchMar 10, 2026
Will AI Eat Software?
Macro