A Financial Times survey of economists, published Oct. 17, found 54% expect AI to deliver significant gains in economic growth and productivity over the next 10 years, with benefits reaching many or nearly all G20 nations, not just the U.S. and China. The economists also do not expect large-scale job losses, and see AI possibly helping countries cope with aging populations and shrinking workforces. The FT did not recommend specific stocks, sectors or ETFs, but the article cites Vanguard research projecting that international stocks will outperform U.S. stocks over the next 30 years. As an example, it points to the Vanguard Total International Stock ETF (VXUS), which holds 8,901 stocks across 43 countries and returned about 9.2% annualized over 10 years, below the S&P 500’s long-term average of 9.98%. The article suggests this ETF could suit long-term investors worried about U.S. tech leadership or a weakening dollar.
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