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“Regrettably, more recently, investment into Australia is declining. This will badly affect tax revenue, record national debt, opportunities and living standards. As I often say, when mining does well, so do Australians, but I need to add, when mining doesn’t do well, nor do Australians."
Media & Content
“We're in the midst of this generational disruption and things are changing. They've changed significantly in the last few months, and they continue to.” David Zaslav, CEO, Warner Bros. Discovery Inc
IPOs vs Secondaries
“Our initial public offerings are the lowest they have been in over a decade, and companies are de-listing… Meanwhile, our secondary capital raising settings continue to be globally recognised for their speed and efficiency." Joe Longo, Chair, Australian Securities & Investment Commission [ASIC]
US Economy
The consumer has been very consistent. And I know everyone is looking for any detection of change in behaviour. But by and large, if I were to generalise just looking at the first few months of the year, it's been very consistent with what we've seen in prior quarters.” John Rainey, CFO, Walmart Inc.
Private Credit
“What I see that concerns me a little at this moment in this market is you have folks raising money in income vehicles that are used for the purchase of equity. I think that’s a bit of a red flag.” Chris Andrews, CEO, La Trobe Financial
“You look around the markets and you see traditional and alternative managers forming various tie-ups. You hear optimism around the potential for using private markets to build better retirement solutions. How insurers are increasing allocations to private credit.” Lawrence Fink, CEO, BlackRock Inc.
Retirement & Income Protection Insurance
“Retirement, the world is thinking about how I retire, how I protect my family, 20% feels prepared. That means 80% is worried about what's going to happen from a retirement standpoint. These market realities underpin further demand in a strong industry.” Gregory Case, CEO, Aon plc.
Dairy Sector
“In Australia, we benefited from a more favourable balance between milk costs and an international cheese and dairy ingredient market prices. Domestic volumes in Australia remained stable. However, export volumes saw a meaningful increase, particularly in cheese and butter as we capitalise on a favourable export market environment.” Carl Colizza, CEO, Saputo Inc.
Crop Demand
“The 10-year global consumption forecast for corn, soybeans and sugar illustrates the rising demand we will see over the next decade. The increased consumption expected across these 3 primary crops is driven by population growth in places like India and Africa, rising middle classes in many developing areas, and a growing biofuel industry supported by government policies and circular economics.” Cristiano Correia, VP Latin America, John Deere & Co.
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Papua New Guinea & Geopolitics
"However, businesses continue to experience a period of cautious optimism, awaiting the Papua LNG final investment decision. Growth in the non-resources sector, supported by strong agricultural prices aligned with the Treasury's 2025 budget projections of 5.2% growth. Meanwhile, the foreign exchange situation has improved." Ivan Vidovich, CEO, Kina Securities Ltd
Mining & Foreign Investment
“Regrettably, more recently, investment into Australia is declining. This will badly affect tax revenue, record national debt, opportunities and living standards. As I often say, when mining does well, so do Australians, but I need to add, when mining doesn’t do well, nor do Australians." Gina Rinehart, Executive Chair, Hancock Prospecting
Footwear & Luxury
"Trading conditions have continued to be challenging through H2[FY25]. Low overall growth in the lifestyle footwear market from March to early June has impacted sales in both the retail and wholesale segments." Market Statement, Accent Group Ltd
"Recent results from luxury industry participants point to continued challenges in the sector, amplified by trade uncertainty surrounding US tariff policy. As a result, elevated promotional activity persists across the market." Dean Mintz, CEO, Cettire Ltd
Utes
“We all know how strong the ute market is in Australia. I think utes are synonymous with Australia, whether it is in the metropolitan areas, or rural it really is super important in the market.” Stephen Collins, COO, BYD Australia
Landfill
“There’s an incredible opportunity I think in Australia to convert from landfilling our residual waste, to move to energy from waste, and that means taking residual waste that we can’t recycle, and we can’t compost and turning it into energy and recyclable materials.” Richard Kirkman, CEO, Veolia ANZ
PCs & Printing
“But clearly, the [growth] trend is that there are and continue to be more computers in the planet 5 years from now than there are today or than there were a few years ago.” Enrique Lores, CEO, HP Inc.
“[Industrial] print, [printing for industrial/manufacturing/packaging purposes] that is a segment that is in secular growth, driven by the adoption of digital technologies, the value that digital technologies bring to shorten times to be able to do shorter runs. This is a segment that has been in steady growth during the last 5 years and that we expect to continue to grow.” Enrique Lores, CEO, HP Inc.
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