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“What we also see is that the use of cleanrooms in manufacturing is extending outside of its traditional focus of Life Sciences and we see cleanrooms being adopted across other manufacturing platforms where that heightened quality control and elimination of contamination is critical to the end product being produced. So it's a growing space.”
Corporate Australia
“In an analysis from the RBA last year, it was shown that businesses with profit margins under 5 per cent had significantly worse employment outcomes. What that tells us should be common sense – you need decent, dependable profit to create and maintain secure jobs” Bran Black, CEO, Business Council of Australia
Consumer Spending
“So, on the one hand, fries remain as popular as ever with consumers. But on the other hand, consumers are going out to eat less often. Because of these recent trends, we're taking a more cautious view of the consumer” Thomas Werner, CEO, Lamb Weston Holdings
5th Industrial Revolution
“AI could be as transformational as the invention of the steam engine” Jamie Dimon, CEO, JPMorgan Chase & Co.
“We’re going from general purpose computing to high-performance computing. That will see a generational change both in the scale and the density of computers” Craig Scroggie, CEO, NextDC Ltd
Infrastructure
“With bigger ships and trucks, it’s imperative government invests further in below rail infrastructure to ensure there are no pinch points in the supply chain” Paul Scurrah, CEO, Pacific National
“The second mega trend that we've been building incredible franchise behind is the explosive growth in the need for infrastructure investment globally. It's estimated that $100 trillion needs to be invested between now and 2040…As the global economy grows, especially in areas like Asia and the emerging markets, there's going to be a tremendous need for traditional infrastructure” Scott Nuttall, Co-CEO, KKR & Co Inc.
Bike Sharing
“Sydney [and] Melbourne are constantly in the top 10 [most profitable cities for Lime] around the world” Hugo Burt-Morris, Regional General Manager, Lime Micromobility
Wine
“I think without a doubt, there needs to be a shake-up and a shakeout [in the wine industry]” John Casella, CEO, Casella Family Brands
Energy Infrastructure
“Something that's maybe a little bit less visible, a little less unknown, but it's very important for us nonetheless, every euro that is invested in low-carbon energy will require an average of an extra euro of investment in the energy networks, the distribution networks…and we believe that public budgets will not be enough to bear this alone. For example, the high-voltage network Australian project, the PPP [public private partnership], is a great illustration of the trend that we're seeing” Xavier Huillard, CEO, Vinci SA [one of the world’s largest construction companies]
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Cruise Industry
“I think the narrative that there's availability in yards and that it will be easier to secure slots is not an assumption that I would start with. I believe that you see the competitive set of our friends at the other 4 companies that are regularly ordering ships. And they are, to the best of our knowledge, all in advanced talks with shipyards to get ships in future classes of ships available” Harry Sommer, CEO, Norwegian Cruise Line Holdings Ltd
Semiconductor Supply
“There's clearly softness in the overall semiconductor capital spending, particularly in automotive applications is related to a glut in inventory driving down near-term orders to these companies that has caused them to push out capital spending and drive cost reductions” Gayn Erickson, CEO, Aehr Test Systems [major semiconductor testing company]
Manufacturing & Quality Control
“What we also see is that the use of cleanrooms in manufacturing is extending outside of its traditional focus of Life Sciences and we see cleanrooms being adopted across other manufacturing platforms where that heightened quality control and elimination of contamination is critical to the end product being produced. So it's a growing space.” Neil Salmon, CEO, Ansell Ltd
Weather
“Trading recovered in January and February 2024 and exceeded the prior year comparison, largely as a result of improved client sentiment following the Bureau of Meteorology’s February 2024 announcement of a weakening El Niño and significant improvement in sheep and cattle prices” Market Statement, Elders Ltd
Inflation
“The timing of the inflationary environment in Australia was a little bit later [than other global economies]” Sara Hyzer, CFO, WD-40 Corporation
E-Commerce
“The luxury market is enormous and in the early stages of moving online” Dean Mintz, CEO, Cettire Ltd
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