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"Yes. So basically, the overall market outlook remains quite up and quite positive. And for us, we feel that a lot of the geopolitical issues, domestic issues and seasonal issues that may have thrown us are actually okay as we look forward to the next 6 months."
Domestic Agriculture
"Yes. So basically, the overall market outlook remains quite up and quite positive. And for us, we feel that a lot of the geopolitical issues, domestic issues and seasonal issues that may have thrown us are actually okay as we look forward to the next 6 months." Mark Allison, CEO, Elders Ltd
Health Insurance
“The third [reason for Healthscope entering administration], as is widely spoken about, is the industry structure with private health insurers basically having squirrelled away billions and not putting it back to the private sector. That is a fight for another day.” Tino La Spina, CEO, Healthscope Hospitals
Industrial Property
“Long-term structural demand drivers are intact; however, the uncertain economic and trade environment is delaying customer decisions in the logistics space." Greg Goodman, CEO, Goodman Group Ltd
USA AI Vs China AI
“China is one of the world's largest AI markets and a springboard to global success. With half of the world's AI researchers based there, the platform that wins China is positioned to lead globally. Today, however, the $50 billion China market is effectively closed to U.S. industry.” Jensen Huang, CEO, NVIDIA Corp.
“The AI race is not just about chips. It's about which stack the world runs on. As that stack grows to include 6G and quantum, U.S. global infrastructure leadership is at stake. The U.S. has based its policy on the assumption that China cannot make AI chips. That assumption was always questionable, and now it's clearly wrong.” Jensen Huang, CEO, NVIDIA Corp.
Science & Technology
“I'm optimistic about the outlook for the biopharmaceutical industry and the medical technology industry because I see a situation in which science and technology are combining to advance the standard of care in a significant way.” Joaquin Duato, CEO, Johnson & Johnson Inc
Internet & Connectivity
"We also know that there is unrelenting demand for more data and more connectivity. We're seeing that fuel a super cycle of investment in digital infrastructure. There is no version of the future that does not rely on technology, and it all needs to be connected. As we look ahead over the next 5 years, we believe the pace and scale of that change will only accelerate, and that is going to drive more and more demand for connectivity." Vicki Brady, CEO, Telstra Group Ltd
Automotive
“There are more brands represented in the Australian market than in any other market we have studied. It makes it incredibly competitive, which means we need to be incredibly sharp to be able to perform.” Keith Thornton, CEO, Eagers Automotive Ltd
"Residual values on electric cars are a challenge and yes, that is a challenge for the owners of those cars." Todd Hunter, CEO, Turners Automotive Ltd
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Retail & Hospitality Payments
"[Total Transaction Value] have remained soft through the 2025 financial year, a continuation of what we saw through financial year '24." Martyn Pomeroy, CEO, SmartPay Holdings Ltd
Consumer Spending
If you look at the headlines, if you look at the sentiment surveys…you see a lot of rhetoric there and you see a lot of headlines and it hasn't really translated into consumer behaviour. So why is that? Because the underlying support of the labour market continues to be there.” Michael Miebach, CEO, Mastercard Inc.
Testing Services
"Environmental business continues to benefit from supportive industry mega trends including increased testing demand for PFAS [forever chemicals testing]." Malcolm Deane, CEO, ALS Ltd
“Exploration activity is being supported by strong commodity price, the energy transition and emerging trends like resource nationalism." Malcolm Deane, CEO, ALS Ltd
Geopolitical & Travel
"Clearly, whatever is happening in the globe is not impacting us… the United States is our largest single country that we send travellers to. The marketplace is up 36%. Oh my god, even Canadians are going to the U.S.A." John Guscic, CEO, WEB Travel Group Ltd
Electrical Infrastructure
Whilst we continue to diversify our end markets, Commercial Construction/Buildings remains close to one-third of our revenue base and this sector continues to be affected by wider macroeconomic difficulties." Michael Sainsbury, CEO, IPD Group Ltd
Cosmetics
“It's incredibly hard to scale a brand in our space.” Tarang Amin, CEO, e.l.f. Beauty Inc [major international cosmetics company]
Rating Agencies & Risk
“I would also say that understanding the physical risk of natural events and the insurability of physical assets has become front and center for financial markets and financial institutions.” Robert Fauber, CEO, Moody’s Corporation
Financial Advice
“Creating an environment that allows advisers to service more clients is now a matter of urgency.” Kelly Power, CEO, Colonial First State Superannuation
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