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Halo trade reshapes Wall Street portfolios. Is China set to lead the heavy-asset era?

✍️ Mandy Zuo 📅 March 11, 2026 11:00 AM ⏱️ 1 min read 🕐 Scraped: March 11, 2026

Summary: The investment strategy gains momentum as AI spending, geopolitics and inflation boost demand for firms with heavy assets, low obsolescence.

Halo, short for heavy assets, low obsolescence, has emerged as a major Wall Street theme in recent weeks.

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📝 Article Information

Author

Mandy Zuo

Original Publisher

🌍 South China Morning Post

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Published Date

March 11, 2026 at 11:00 AM

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