Corporate reskilling budget disclosures in earnings calls and sustainability reports
Signposts for investors to monitor over the next 12 to 24 months include:
Infrastructure project labor shortages and cost overruns attributable to trades workforce gaps
Trades vacancy rates in electrical, plumbing, HVAC, and construction
EU AI Act enforcement activity and enterprise compliance spending on AI literacy training
New ESOP and EOT formation rates
Stickiness of US bipartisan support to lower ESOP friction and widen growth pathways