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“We’ve got less than one square metre of retail space per capita, which is less than half the US and 50 per cent below Canada and the UK”
Employment
“Volumes in Australia have been slightly above expectations in FY25 to date, with unemployment tracking lower than most economists expected. Volumes in New Zealand have continued to trend downwards” Market Statement, Seek Ltd
Skilled Labour
"While forecast labour demand has moderated and general labour availability has improved slightly, the resources and energy sectors continue to face a shortage of skilled labour.” Zoran Bebic, CEO, Monadelphous Group Ltd
“One of the challenges that many of our customers have, particularly in developed markets, in the United States and Western Europe, is to find qualified operators. So now due to the kind of technology that we put into our products…it enables less skilled operators to perform like skilled operators.” Jim Umpleby, CEO, Caterpillar Inc
Technology
“In tech shifts, 10 to 15 years ago, we can think of cloud, and it was a gold rush. And many people rode the wave…It was really just hosting, but they got found out. In tech shifts today, we often talk about AI. AI is at a similar stage. It's a gold rush and at the top of the hype cycle.” Edward Chung, CEO, Technology One Ltd
Domestic Economy
“Growth in Australia just feels anaemic at the moment, relative to probably a somewhat more promising outlook in other parts of the world” Inder Singh, CFO, QBE Insurance Group Ltd
Wealth Transfer
"Australia is a relatively young country and is experiencing significant wealth transfer in large numbers for the first time" Steve Tucker, Chairman, Koda Capital [major independent financial advice group]
Hydrocarbons
“2024 is set to be another peak consumption year for hydrocarbon fuels globally” Kevin Gallagher, CEO, Santos Ltd
“Many stakeholders have told us that they are comfortable with coal as a shorter-term transition fuel.” Gary Nagle, CEO, Glencore Plc.
Steel Industry
“In contrast, the outlook highlights the challenging operating conditions facing the broader global steel industry, including the continued softness in East Asian spreads off the back of record levels of Chinese steel exports, ongoing cost inflation and a period of pause and uncertainty in the US" Mark Vassella, CEO, BlueScope Steel Ltd
Manufacturing
"Whilst several new programs are in various stages of discussion, the volatility of the EV market is creating unpredictability" Market Statement, PWR Holdings Ltd
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Medicine & Pathology
"The dynamics of the industries in which we operate are positive, with strong underlying growth driven by growing and ageing populations, new tests and technologies [such as AI], and increasing focus on both preventative medicine and genetics-based personalised medicine." Mark Compton, Chair, Sonic Healthcare Ltd
IPOs
“I would say today, there is a lot of activity around dialogue towards new IPOs. So, we are expecting a pickup. We are not talking about 2021 levels just so that we are very clear… But as far as the environment, we are hearing many companies who were getting ready for 2026” Sarah Youngwood, CFO, NASDAQ Inc.
Packaging & Recycling
“We're transforming the way the world thinks about packaging…We're providing that circular packaging is possible at scale, and we're driving demand for recycled materials.” Peter Konieczny, CEO, Amcor Plc.
Agriculture
“But all in all, the outlook, we take an average view, but it's relatively positive for the next 12 months to 2 years.” Mark Allison, CEO, Elders Ltd
First Home Buyers
“The average age of a first homebuyer, for example, is around 36 years, which means people are renting for longer.” Campbell Hanan, CEO, Mirvac Group Ltd
Telecommunications
“We've talked before about the challenger megatrend. With challenger retail service provider brands growing market share at the expense of the older established brands. This trend has been an important driver of our growth, and the growth of all challengers and will continue to be so into the future.” Paul Tyler, CEO, Superloop Ltd
Industrials
"We have made a steady start in the first 4 months of the new financial year. We see a healthy pipeline of opportunities, especially in power and energy transition services." Peter Tompkins, CEO, Downer EDI Ltd
Retail
“We’ve got less than one square metre of retail space per capita, which is less than half the US and 50 per cent below Canada and the UK” David Harrison, CEO, Charter Hall Group
Global Consumer
“Overall, we are feeling good about holidays. But consumers are still discerning, they are spending more of their wallets on food than they have historically. That means overall sales of nonfood items are still growing slower than spending on consumables." John David Rainey, CFO, Walmart Inc.
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