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“In 2023, one of the things that we track was what are consumers spending their money on, while they were spending their money on really two things, which are travel and experiences outside the home. That's not what our core consumer should be doing. There's usually a balance between those things and appreciating your yard”
Interest Rates
“We’re hoping that we won’t see any more interest rate rises. If we’re looking at what’s transpiring, overseas we see falling yields” Solomon Lew, Chairman, Premier Investments Ltd
Banking, Scams & Hacks
“Another matter…which is significantly impacting our customers is the rising prevalence of scams and fraud. We are increasing our focus on educating and protecting our customers and working with the Australian Banking Association on industry-wide initiatives” Patrick Allaway, CEO, Bank of Queensland Ltd
“Bad actors continue to pour enormous amounts of time and resources into finding more creative and effective ways to steal consumer data” Craig Federighi, Head of Software Engineering, Apple Inc.
News & Sports
“Linear, sports and news are the opposite of entertainment in some respects, right? Because entertainment, there's no doubt that streaming had delivered a better user experience. It's on demand… The sports and news is the opposite…People don't watch replays of the news. People don't want watch replays of sports” Steven Tomsic, CFO, Fox Corporation
“I think the opportunity for really high-quality paid digital journalism and recipes and shopping advice, and sports journalism and games. It's a big opportunity. We're in a big market” Meredith Levien, CEO, The New York Times Co.
Hospitality & Convenience
“We note that the preference for convenience and service of local bottle shops persists with more at home consumption” Doug Jones, CEO, Metcash Ltd
“The key principle behind successful retail and hospitality businesses or the principles I should say, are enduring to deliver customers a best-in-class offering that meets their needs, but the demands of customers today are changing very rapidly” Steve Donohue, CEO, Endeavour Group Ltd
Industrial Technology & Business Evolution
“One thing I strongly believe in that Honeywell is going to lead the industrial world in a concept of autonomy because the biggest challenge our industrial customers have in Aerospace, in process industry, in buildings and warehouse is lack of skilled labour…There's no scenario I imagine that a process plant is running without people or a plane is running without people, but it can reduce the tasks with autonomy architecture” Vimal Kapur, CEO, Honeywell International Inc
“I think then like general retail with e-commerce, our business and preventative maintenance is going to evolve with the electrification of the car park” Lori Flees, CEO, Valvoline Inc
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Geopolitical
“There is no question that a number of Chinese investors are particularly interested in the Australian minerals industry and rare earths in particular. We cannot speak to the need for resilient supply chains and deal with that logistically, but then give it up financially” Amanda Lacaze, CEO, Lynas Corporation
“Australia’s strong international education market brings benefits that go far beyond the obvious boost to our economy and funding for education and research; noting our continued commitment to China, we have recently seen our highest-ever international enrolments from outside China, for both undergraduate and postgraduate study” Mark Scott, Vice Chancellor, The University of Sydney
Home & Garden
“In 2023, one of the things that we track was what are consumers spending their money on, while they were spending their money on really two things, which are travel and experiences outside the home. That's not what our core consumer should be doing. There's usually a balance between those things and appreciating your yard” Matthew Garth, CFO, The Scotts Miracle-Gro Company
Soft Commodities
“I would say the time for massive investment in green ammonia production is not upon us. In fact, I think it's probably decades away” Anthony Will, CEO, CF Industries Holdings Inc [leading global manufacturer of fertiliser products]
Fossil Fuels
“We need to accept that we are going to be having fossil fuels as a huge source of emissions. But also, heavy industry is 25 per cent of the world’s emissions – how do we figure out ways to abate those emissions as we transition, if we can’t come up with solutions quickly enough?” Shemara Wikramanayake, CEO, Macquarie Group Ltd
Financial Advice & Superannuation
“Anything we can do to resolve that people would rather go to a marriage counsellor and dentist back-to-back than deal with working out an income stream, we should be doing” Anne Fuchs, Chief of Retirement, Australian Retirement Trust
US Economy
“There's still a lot of excess savings from households that have been built up during the pandemic that will come down. There's about still $340 billion of excess savings there. Most likely households will run out of that somewhere in the spring of next year. So that's, of course, in terms of consumer spending that is going away” Ewout Steenbergen, CFO, S&P Global Inc
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