Best of LinkedIn: Strategy & Consulting CW 36/ 37

Best of LinkedIn: Strategy & Consulting CW 36/ 37

Two stories run through this edition. The first is a widening gap between AI investment and AI payoff, with new survey data showing most organizations are further along in adoption than in results. The second is geopolitics and trade moving from a background risk to a line item, showing up in carbon votes, boardroom remuneration, bank lending decisions, and national trade strategy. Underneath both, leadership and talent development are surfacing as the constraint that decides who actually converts capability into value.

Date

September 17, 2026

Strategy & Consulting

Thomas Allgeyer

Methodology: Every two weeks we collect most relevant posts on LinkedIn for selected topics and create an overall summary only based on these posts. If you´re interested in the single posts behind, you can find them here: https://linktr.ee/thomasallgeyer. Have a great read!

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AI Adoption and the Enterprise Value Gap

72% of CEOs own AI, only 15% see value from it
80% report productivity gains, only 37% report earnings gains
80% of executives dissatisfied with AI transformation speed
32% of firms now build software in-house with coding agents
AI now touches a third of consumer purchase journeys
90% of AI users say it shaped their provider choice
Deloitte and SAP both launch new enterprise AI platforms
AI infrastructure buildout pegged at $6 trillion, execution is the bottleneck

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Geopolitics, Trade and Supply Chain Resilience

IMO's binding shipping carbon price vote returns in December
EUDR compliance deadline lands 30 December 2026
Canada's trade path choice is worth $500 billion in GDP
Only 30% of Swiss firms run scenario analyses regularly
90% built geopolitical capability, only 15% embedded it
Fuel and financing costs push logistics costs higher
Denmark elevates defence industry as conflict fears rise

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Risk, Regulation and the Macroeconomic Outlook

2025 climate losses hit $277 billion, half uninsured
Financial services board pay up 14.4% since 2021
US federal debt crosses $40 trillion
Euro area GDP grew 0.3% quarter on quarter
Australian economic confidence hits record low of negative 36%
Climate-exposed banks cut small business lending by 10.7%

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Leadership, Talent and Organizational Capability

Entry level postings down roughly 35% since 2023
Deloitte's CFO survey finds five shifts in finance leadership
One CEO requires leaders to bring a self built AI agent weekly
The trust equation still drives client trust
Cross-team collaboration, not slides, makes strategy stick
Structured preparation now wins negotiations, not pressure tactics

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Thanks to Tiger Tyagarajan, Frank Powers, Christina Ellringmann, Neha Kabra, Mai-Britt Poulsen, Robert Derow, Sundhar G. Sekhar, Abhishek Tyagi, Suresh Subudhi, Peter Jonathan Jameson, Jille Luijckx, Anthony Viel, Trevin Stratton, Stefan Rösch-Rütsche, Marc Gilbert, Meagan Martin-Schoenberger, Jamie G., Dr. Johanna Puetz, Omar Ali, Andreas Dombret, Marek Rozkrut, Joel Lipman, Sol Rashidi, Ranjit Rao, Brad Jakeman, Bogdan Grinchuk, Katja Müller, and Dr. David Herberger for the insights behind this edition. Find the full list of posts and voices on LinkedIn:

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