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Author: Rob Bittencourt, Partner & Head of Apollo Thematic Investing
The Core Thesis: HALO is the New Paradigm
Apollo argues that the investment zeitgeist has fundamentally shifted away from capital-light, high-margin software businesses toward what they term HALO — Hard Assets, Low Obsolescence. Factories, fiber, and railroads are back in vogue, driven largely by AI-induced obsolescence fears in the…
The Case for Infrastructure | Brookfield | Report