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"Air travel is not a commodity. Customers care about the technology, the service, the reliability, the product. They want a great experience — they don't just want a seat."
Banking
"We must put an end to this anxiety-inducing opposition between humans and AI, as we heard these past few weeks. It is the combination of the two that will drive performance." Olivier Gavalda, CEO, Crédit Agricole SA
Consumer Experiences
"Air travel is not a commodity. Customers care about the technology, the service, the reliability, the product. They want a great experience — they don't just want a seat." Scott Kirby, CEO, United Airlines Holdings Inc.
Travel & Middle East
We've seen demand bounce back at a pretty surprising level. What we expected was a U-shaped recovery. It's coming closer to a V-shape right now." Hamad Al-Khater, CEO, Qatar Airways
Power Demand & AI Infrastructure
"We're seeing data centre volume really starting to pick up, so that's real…it's still huge growth. As demand rises, it has the potential to put pressure on pricing. We need to get more assets built in the marketplace." Damien Nicks, CEO, AGL Energy Ltd
"AI infrastructure makes the existing cloud infrastructure market look small. Everything we see shows that this market size is trillions of dollars per year." Clay Magouyrk, CEO, Oracle Corp.
Gold Mines
“We believe we have a great future as one of the few very long-life gold mining companies in the world.” Michael Chaney, Chair, Northern Star Resources Ltd
Infrastructure
“Alfabs is navigating a near-term softening in the infrastructure pipeline, with conditions through FY27 expected to remain subdued before recovering into FY28.” Market Statement, Alfabs Australia Ltd
TV & Advertising
“However, reflecting broader macroeconomic pressures, advertising market conditions are challenging and have softened materially more than anticipated in 4Q26, particularly in the TV segment.” Market Statement, Southern Cross Media Group Ltd
Pet Spending
"Pet remains a resilient category, driven by recurring nondiscretionary needs and strong emotional attachment. At the same time, consumers are growing more discerning, driven in part by elevated fuel prices and broader macroeconomic pressures." Sumit Singh, CEO, Chewy Inc. [one of the world’s largest pure play pet care e-commerce retailers]
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Space & Governments
“If you were to rewind the clock to 2018, 2019, a lot of excitement was around kind of new space business models of putting earth observation satellites up to count cars and Walmart parking lots and kind of see how low oil tankers were sitting in the water, all that kind of stuff, none of those things really developed, right?...What really did develop was government. Government has become the hockey stick for our business in a lot of ways, both domestic and international governments." Adam Spice, CFO, Rocket Lab Corp. [US-listed space launch and satellite-systems company]
Macroeconomic & Private Credit
“I would say that given everything that's happened in 2026 so far, it's actually surprising how resilient the economy has been globally…We don't see things like waves of defaults. We don't see problems we weren't expecting. It's been actually quite surprising how well the macroeconomic environment has held up.” Justin Plouffe, CFO, The Carlyle Group Inc.
“I think the stickiness of inflation and rates is something the market has finally come to grips with.” Michael Arougheti, CEO, Ares Management Corp.
Supply Chain Disruptions & Inflation
“I would say coming out of COVID, our customers had to take significant price increases because of the massive inflation. So, you saw a really, really significant impact on the consumer from inflationary cost pressures. I think this time around, our customers say to us, at least they recognise and understand how stretched the consumer is, and they have to find a balance of volume growth because they need new consumers.” Ron Lewis, CEO, Ball Corp. [world’s leading manufacturer of aluminium drink cans]
Tax Vs. Resources, Oil & Gas Companies
“I do worry that a number of those companies, either Australian companies or international companies, that invest in resources or oil and gas will be more encouraged to invest offshore by virtue of the less hospitable tax settings and regulatory settings within Australia.” Rob Scott, CEO, Wesfarmers Ltd
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