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“Hybrids will continue to grow because it makes economic sense. It saves on the fuel bill, there is nothing else to it, you get long range, and you are saving on petrol costs at a time of cost-of-living pressures.”
Offshore Capital
“Offshore capital has seen Australia as a safe haven, particularly in this calendar year with the global turbulence and uncertainty.” Adrian Puljich, CEO, GemLife [major Australian seniors housing developer]
Automotive & Accessories
“Hybrids will continue to grow because it makes economic sense. It saves on the fuel bill, there is nothing else to it, you get long range, and you are saving on petrol costs at a time of cost-of-living pressures.” Don Romano, CEO, Hyundai Australia
"I think the good news is we're not seeing the trends go worse. So not seeing a worse climate." Mattias Ankarberg, CEO, Thule Group AB
Comic Book Publishing
“I mean, this is the content game. We have to try and find our audience. We need to create exciting and compelling stories and characters and universes, but the upside potential is tremendous.” David Jonas, CEO, IDW Media Holdings Inc [major global comic book publisher]
Print Media
“Hybrid approaches that integrate digital touchpoints with print (e.g., QR codes, personalised direct mail) are driving innovation in commercial print. These models provide measurable results and increased engagement in sectors like retail and finance.” Market Statement, IVE Group Ltd
AI & Power Supply
“Following multiple decades of modest electricity demand growth, we are experiencing a dramatic shift in demand driven by the AI revolution, one of the, if not the most significant advancements in technology in our lifetime…Power is increasingly the bottleneck to enable data center and AI development.” Connor Teskey, CEO, Brookfield Renewable Corp.
Manufacturing
“We are operating in an environment of historic OE [original equipment manufacturing] backlogs of aircraft.” James Currier, CEO, Honeywell Aerospace Technologies [aeroplane component manufacturing division within Honeywell]
“It takes more time to ramp up the industry behind, I mean, the manufacturing industry, and you know that we've gone through a lot of difficulties with our supply chain.” Guillaume Faury, CEO, Airubus SE
Aluminium
“So, while Chinese demand has slowed, that was largely expected. And it's not gone negative. It's just slowed. But we're seeing other areas like India and other developing Southeastern Asian nations pick up and cover for that. For example, in India, we're seeing 7% CAGR primary aluminium demand growth through 2029." Molly Beerman, CFO, Alcoa Corp.
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Financial Services & Credit Checking
"I've been around the financial services space for almost 30 years, and you look at the explosion of data. 20 years ago, was principally the credit file. Increasingly, there's more data elements being used in the [credit] decision." Mark Begor, CEO, Equifax Inc
Weather
"Unseasonably warm weather in Australia had a material adverse impact on the Insulation product category.” Market Statement, KMD Brands Ltd [formerly Kathmandu Ltd]
Executive Search, Hiring & Consulting
“Clearly, we're in an environment now where there are demographic factors at play big time, and there's also demand for a different type of leader today from, say, 5 years ago.” Gary Burnison, CEO, Korn Ferry Inc.
Home Furniture
“Stubbornly high mortgage rates and increased volatility in the global economy negatively influenced consumer sentiment and had an adverse impact on industry traffic.” Melinda Whittington, CEO, La-Z-Boy Inc.
Geopolitics & Defence Spending
“Roughly, the EU is buying every year 20% of what the U.S. is buying in terms of defence equipment. And a majority of what the EU is buying is procured from outside of Europe. Well, we are really at a turning point. We've been speaking in Europe for increasing defence budgets. That’s happening now, really. And significantly, we will see things moving forward.” Guillaume Faury, CEO, Airubus SE
Victorian Housing
“The situation in Melbourne is a disaster.” Paul Lederer, Chairman, 3 Capital [private credit provider to property developers]
“We’re seeing consistent value growth returning to that market [Melbourne].” Tim Lawless, Head of Research, CoreLogic
Agriculture, Labour & Immigration
“We need to be very realistic. We need immigration, and we need workers for our food system to work.” Hamdi Ulukaya, CEO, Chobani Yoghurt
Oil
“When we look at oil market trends over the past decade, we see a remarkable double act – thanks to the shale revolution, the United States has accounted for 90% of oil supply growth worldwide, while 60% of the rise in global demand has come from China. But these dynamics are shifting [China oil consumption to start declining after 2027].” Fatih Birol, CEO, International Energy Agency
Superannuation & Financial Advice
“Client advice records are meant to help people understand their financial advice, but unless they’re in plain English, concise, and consumer-tested, they risk becoming just another compliance checkbox.” Xavier O’Halloran, CEO, Super Consumers Australia
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