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"Robotic-assisted surgery, or RAS, is one of the most compelling growth opportunities in health care, with global penetration still in the single digits and only 1% in emerging markets. At the same time, RAS is in high demand with procedure volumes up approximately 16% per year over the last decade. There is a significant runway here, and we expect robust expansion for many years to come."
Defence & Shipbuilding
"For the first time, we can genuinely offer people a career. We can look at it today and say we see 20 or 25 years of continuous work in front of us; we've never had a better employment proposition." Paddy Gregg, CEO, Austal Ltd
Healthcare Vs Consumer Demand
"Fertility is different from many forms of discretionary consumption. The underlying biological imperative does not disappear because economic conditions become more difficult. Patients may wait for a period of greater confidence and stability, but that does not necessarily mean waiting for interest rates or the cost of living to return to previous levels." Dr Victoria Atkinson, CEO, Monash IVF Group Ltd
AI Threats
“I’m very surprised at how little media coverage there’s been around the OpenAI / Hugging Face attack. It’s clearly one of the most important things to happen this year.” Patrick Collison, CEO, Stripe [one of the largest fintech & payment infrastructure networks in the world]
"We're in an arms race. AI is driving more cyberattacks. AI is driving more cyber spending." George Kurtz, CEO, CrowdStrike Holdings, Inc
Construction Sector vs Brisbane 2032
"So, the commentary, I suppose, from a lot of the property developers that we talk to is that they need to be out of the ground by mid-FY '27 for any of the private construction space. Otherwise, they're going to have, I suppose, pushback due to trade availability and companies being able to complete. So, we're seeing a lot of cranes being put into the skyline currently to try and get a start before the Olympics infrastructure starts as well." Tom Reardon, CEO, PeopleIn Ltd
Quick-Service Restaurants
“Higher fuel prices and uncertainty affected consumer confidence across the two markets." Xavier Simonet, CEO, Collins Foods Ltd [Australia's largest KFC franchisee, with operations in Germany and the Netherlands]
China vs Exports
"Frankly speaking, China's automotive industry in the first half of 2026 showed a clear structural divergence of domestic demand under pressure as well as high-growth exports.” Kai Yu, CEO, Horizon Robotics [Beijing-based supplier of autonomous driving chips and software]
Lithium Prices
"The market handed us two very different halves in the year. Prices were weak early, so we kept costs tight and preserved cash. When the market turned, we backed our own read of it, and we are now reinvesting" Tony Ottaviano, CEO, Liontown Ltd
Enterprise Data & Cybersecurity
"AI has massively shrunk the distance between data and value." Sridhar Ramaswamy, CEO, Snowflake Inc.
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Bourbon & Whiskey
If you look at Nielsen [data] and you do the category breakdown of which they, I don't know, have 20 categories in there. First of all, every single one of them is declining. The only thing that is growing is RTD [ready-to-drink/premixes]. So literally, there's not one growing category.” Lawson Whiting, CEO, Brown-Forman Corp. [US spirits group behind Jack Daniel's]
Trucking Companies
"He who has the driver wins." Brad Delco, CFO, J.B. Hunt Transport Services Inc. [one of the largest transportation and logistics companies in the US]
Herbicides
“We need to be able to run the glyphosate business differently because it's a very commoditised market, and it needs really leanness, agility and really fast adaptation to business conditions." Bill Anderson, CEO, Bayer Aktiengesellschaft
Medical Technology
"Robotic-assisted surgery, or RAS, is one of the most compelling growth opportunities in health care, with global penetration still in the single digits and only 1% in emerging markets. At the same time, RAS is in high demand with procedure volumes up approximately 16% per year over the last decade. There is a significant runway here, and we expect robust expansion for many years to come." Geoff Martha, CEO, Medtronic plc [the world's largest medical device manufacturer]
Mortgage Brokers vs Banks
"At a time when margin pressure and slowing credit growth are prompting lenders to sharpen retention offers, brokers remain the only party in the transaction whose regulatory obligations are structured around the borrower's outcome, not the lender's balance sheet." David Bailey, CEO, Australian Finance Group Ltd
Computers
"On Q4[CY26], our outlook reflects the industry's view that PC units will decline high teens in the second half as pricing actions pressure demand." Karen Parkhill, CFO, HP Inc.
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