In today’s investment environment, many investors are placing increased emphasis on the durability of income.

In our latest video, Steve Baffico, Head of Listed Products, breaks down HALO — Hard Asset, Light Obsolescence. It’s a two-part framework focused on real income backed by physical assets, combined with property types whose fundamental utility is unlikely to be disrupted by technology or shifting market dynamics.

This is a high-conviction theme for us and one we think is especially relevant right now.