A prominent investment strategy introduced by Wall Street institutions like Goldman Sachs and Morgan Stanley in early 2026, representing a significant shift in market allocation from intangible, AI-vulnerable light assets to resilient physical infrastructure. HALO prioritizes assets with high barriers to entry, long operational lifespans, and limited susceptibility to technological disruption—including energy infrastructure, industrial real estate, specialized manufacturing facilities, and critical logistics networks. The strategy responds to growing investor concerns about AI-driven job displacement and market volatility, offering stable cash flows and inflation hedging properties. In 2026, HALO-themed ETFs have outperformed the S&P 500 by 12.7% year-to-date, attracting over $42 billion in institutional capital. Asset managers implementing HALO focus on capital-intensive sectors where AI can augment rather than replace human expertise, balancing technological innovation with asset longevity and consistent returns.