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“They need well over 500 [new] aircraft a year to support their GDP growth. And so, there's a great market opportunity for us.”
Institutional Capital
“Australia continues to attract institutional capital as a stable and highly dependable real asset market. We are seeing increased allocations from existing institutional investors alongside new domestic and offshore inflows seeking diversified exposures. The resilience of unlisted property returns, and inflation hedge characteristics continues to support strong investor demand, with Australia remaining a preferred destination for global capital.” David Harrison, CEO, Charter Hall Ltd
Banking & Capital Markets
"It's gung-ho, folks. There's a lot of exuberance out there, so yeah, right now, it's good, but it was in '72, '86, 2000, 2007. That doesn't give me comfort." Jamie Dimon, CEO, JPMorgan Chase & Co.
New Car Market
“Low barriers to entry for new OEMs to enter the Australian market are driving increased participation from new manufacturers.” Keith Thornton, CEO, Eagers Automotive Ltd.
Bottle Shops
“The backdrop to this is that there are 10,000 retail liquor licenses that have been issued in this country. And we have roughly 1,740 of them, and we are a very, very significant share of the market. And so, there's a lot of small players…So we're the undisputed market leader. If I were a betting person, I would say that there will be consolidation that happens in the market around us.” Kate Beattie, CFO, Endeavour Group Ltd
Beauty & Skincare
“More pronounced cost-of-living pressures have seen an increase in promotional activity in the market through April and May, resulting in a tempered slowdown in trading in Q4[FY26].” Sacha Laing, CEO, Adore Beauty Ltd
Domestic Investment
"We are being quite transparent. We are looking at geographies outside Australia, because the investment environment here is changing, and it’s not becoming more attractive, and so we need to look at other markets, and that’s our soft signal.” Ryan Stokes, CEO, SGH Group Ltd
AI & Data
"Every frontier AI lab, including Anthropic, operates inside a set of incentives and constraints that can sometimes conflict with doing the right thing." Chris Olah, Co-Founder, Anthropic
"The growth in demand for efficient AI infrastructure is striking and may be the investment opportunity of a lifetime." Jason Boyes, CEO, Infratil Ltd
Australia
“Australia has among the best natural resources and abundant clean energy [stores] in the world, and if Australia wanted to become a data centre capital of the world, it would certainly be able to.” Sam Altman, CEO, OpenAI
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Fuel & Tankers
"The hard facts are we have dug ourselves a hole of close to a billion barrels of crude shortage at the moment, either because of locked-in barrels or unproduced barrels. And of course, that hole is deepening every single day, so the journey back will be a long one." Wael Sawan, CEO, Shell plc
"Looking ahead, we remain encouraged by the fundamentals of the product tanker market. While periods of disruption and volatility often translate into stronger earnings for tanker companies, it is important that we do not lose sight of the human impact of these events." Mikael Skov, CEO, Hafnia Ltd. [large global product tanker operator]
Farm Equipment & Crop Protection
"Our baseline view remains that 2026 will represent the bottom of the ag cycle. The pace of recovery from that point on will, of course, depend on several factors, including geopolitical developments, underlying ag fundamentals, and policy outcomes." Brent Norwood, CFO, Deere & Co
“Over time, our industry has evolved into an everything-for-everybody business model. We are choosing a different direction.” Rico Christensen, CEO, Nufarm Ltd.
Labour Markets
“Saying AI is good for national productivity does not make loss painless. But pretending every role can be preserved would not be fair either. An employer of our scale has a responsibility to avoid false reassurance and give people the best possible chance to adapt.” Matt Comyn, CEO, Commonwealth Bank of Australia Ltd
China
“They need well over 500 [new] aircraft a year to support their GDP growth. And so, there's a great market opportunity for us.” Robert Ortberg, CEO, The Boeing Company Inc.
Residential Development
“Peet has responded to the sustained, elevated demand with the acceleration of its construction program, thereby bringing product to market sooner than previously expected. This strong demand in key markets [WA and QLD] has underpinned price growth and consistent sales volumes throughout FY26.” Market Statement, Peet Group Ltd
Heathy Eating
“Our research shows younger consumers are dramatically more health-conscious than older cohorts, and they’re unwilling to compromise on convenience to get there…Retailers and food service operators will continue reformulating and repositioning their offerings to meet what is now a structural, not cyclical, shift in consumer appetite.” Brian Man, Retail Analyst, PwC
Cryptocurrency
“I think that the crossover of the two [improved regulation & surging AI usage] is going to be a major driver of increasing adoption rates, because the fundamental game has changed.” Kate Cooper, CEO, OKX Australia [one of the world’s largest cryptocurrency exchanges]
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