So Far, AI Is Reshaping More Than Cutting the Workforce

Published on September 24, 2026

Artificial intelligence (AI) technologies are developing faster than investors anticipated just a few years ago, fueling a popular narrative that AI will trigger widespread job cuts. Yet there’s little evidence to back this view. Instead, we find that AI is changing hiring patterns, altering skill requirements and shifting the mix of work performed within firms.

Continue reading on website
Other news

Energy Hedges the AI Trade

September 24, 2026
While the AI trade absorbs nearly all available investor attention, owning energy covers our absolute risk while creating the risk budget to cover the AI relative risk more effectively.

Growth Holds, Pressure Builds

September 24, 2026
Global growth remains resilient but uneven. In the United States, expansion is supported by private demand, a stable labor market and AI investment, while Europe and Japan continue to show surprising strength despite ongoing risks.