NAOS Asset Management

19/06/2026

Philip Moyer, CEO of McGraw Hill, offers a refreshing perspective on AI in education: while investors frequently ask how it will disrupt the sector, students, teachers and institutions continue to prioritise high-quality, structured learning supported by human expertise.

This week’s NAOS CEO Insights captures that nuance alongside other important themes — from stabilising construction costs and surging demand in the Global South for iron ore, to resilient travel trends, AI’s role in marketing, and the long-term outlook for energy and commodities.

Check out this week's edition to see what leading CEOs are really experiencing on the ground right now: https://hubs.la/Q04l-R3Z0

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"While I'm frequently asked by investors if AI will disrupt our business, I've rarely been asked that question by our customers. Students, teachers, parents and institutions don't want to park a child in front of a generic LLM and hope for a good outcome. They know that AI is only as good as its dat...

18/06/2026

Not all software is built the same — and in strata management, the gap between legacy systems and modern cloud platforms is about to matter a lot. Senior Investment Analyst Jared Tilley breaks down the UBN investment thesis, a landmark NAB partnership, and an $8B market opportunity hiding in plain sight.
Read the full article here → https://www.livewiremarkets.com/wires/not-all-software-is-built-the-same

12/06/2026

Scott Kirby, CEO of United Airlines, emphasises that customers want more than just a seat — they seek a great overall experience.
This week’s NAOS CEO Insights also explores the powerful combination of humans and AI, surging power demand from data centres, resilient travel demand, macroeconomic resilience, and shifting consumer pressures.

Check out this week's edition to see what leading CEOs are really experiencing on the ground right now: https://hubs.la/Q04l7Hlh0

To receive these weekly CEO Insights + team picks on podcasts, books & highlights straight to your inbox, subscribe now at https://hubs.la/Q04l6-RJ0

"Air travel is not a commodity. Customers care about the technology, the service, the reliability, the product. They want a great experience — they don't just want a seat."

05/06/2026

Jennifer Mason, CFO of Marriott International, notes that European summer travel is holding up well, with bookings pacing slightly ahead and rates up in low single digits. This week’s NAOS CEO Insights explores this resilience alongside other key trends — from intense competition in the car market and AI agents in the workplace to supply chain pressures, domestic economic priorities, and shifting consumer preferences.

Check out this week's edition for a clear snapshot of what leading CEOs are seeing on the ground: https://hubs.la/Q04kdbWY0

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“Travel in Europe is holding up…bookings for the summer are pacing up slightly. Demand is relatively in line with last year, but our rate is up low single digits year-over-year.”

29/05/2026

Robert Ortberg, CEO of Boeing, highlights China’s strong demand for over 500 new aircraft per year to support its GDP growth. This week's CEO Insights also touches on other key trends, including AI infrastructure, institutional capital flows, labour market adaptation, agricultural cycles, and cryptocurrency adoption. Check out the attached edition for valuable CEO perspectives on what’s shaping the economy: https://hubs.la/Q04jhplG0

“They need well over 500 [new] aircraft a year to support their GDP growth. And so, there's a great market opportunity for us.”

22/05/2026

This week's CEO Insights leads with a standout comment from Ije Nwokorie, CEO of Dr Martens, on what’s really driving today’s retail consumers amid ongoing cost-of-living pressures. He emphasised that truly understanding consumer motivations is becoming far more powerful than simply competing on price.
A timely reminder in the current macro environment where wallets remain stretched, and pure price competition is getting harder.

Also in today's CEO Insights: strong optimism across Australian agriculture, surging demand for data storage, coal benefiting from LNG supply concerns, and some contrasting perspectives on AI-related layoffs versus the dot-com era.

Read the full set here: https://hubs.la/Q04hBybq0

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“The more you know what the consumer is motivated by, the more likely you are to present to them an offer that motivates them that isn't about price. The reason you often depend on price is because you don't really know what else to motivate the consumer with.”

15/05/2026

This week's CEO Insights leads with a standout comment from Damian Keogh, CEO of The Hoyts Group, on the strong cinema rebound: expecting to break $1 billion in box office this year for the first time since 2019, with industry optimism at its highest level since before the pandemic.

Also in today’s CEO Insights: lawyers blending AI with legal judgment, packaging cost pressures, increased construction distress, families rethinking discretionary trusts, and solid long-term crop growth.

Read the full set here:https://hubs.la/Q04gHXCH0

To receive these weekly CEO Insights + team picks on podcasts, books & highlights straight to your inbox, subscribe now at https://hubs.la/Q04gJQ530.

“We will definitely go through a billion dollars in box office this year for the first time since 2019, and we may, depending on a bunch of movies, nudge $1.1 billion....I’ve just come back from CinemaCon in Vegas, and I probably haven’t seen so much optimism for the industry since [the pandem...

08/05/2026

The comment that stood out in this week’s CEO Insights came from Pinterest’s CEO on the enduring power of imagery and visual discovery. It’s a timely reminder of how visual platforms continue to play a central role in how people explore ideas, products, and inspiration.

Also plenty more worth reading:
> AWS reporting its AI revenue is scaling roughly 260x faster than the cloud did at the same stage
> Cedar Woods on Australia’s persistent structural housing shortfall
> Camplify sees forward caravan bookings drop 29% amid fuel security concerns

Read all the CEO Insights here: https://hubs.la/Q04fWHsv0

To receive these weekly CEO Insights + team picks on podcasts, books & highlights straight to your inbox, subscribe now at https://hubs.la/Q04fWHbC0

“Pinterest is a destination where our 631 million monthly active users, all of whom are logged in, come to discover what they want and go do it in the real world…they allow us to solve a problem that text-based general-purpose search was never built for. It's the classic, I'll know it when I see...

01/05/2026

This week's CEO Insights leads with a standout comment from William Hornbuckle, CEO of MGM Resorts International, on the remarkable resilience of Las Vegas.

Also in today's CEO Insights: pricing pressures in eggs and dairy, sharp drop in caravan rental forward bookings, declining luxury brand appeal, and Australia’s persistent housing shortfall supporting long-term demand.

Read all the weekly insights here: https://hubs.la/Q04f45F10

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“The city consistently advances through challenging operating environments by evolving alongside customer demand. Today's consumers are decisively gravitating towards live events and experiential travel in Las Vegas, and MGM is capturing that momentum. Las Vegas's ability to adapt its mix, its pri...

24/04/2026

This week's CEO Insights leads with a timely quote from DroneShield on the rapid mainstream adoption of drones in modern conflict.

Also in today's CEO Insights: cautious rollout of autonomous vehicles, calls for greater contract flexibility for builders, resilient residential sales in key states, and the shift toward hybrid AI infrastructure across public, private and sovereign clouds. Read all the weekly insights here: https://hubs.la/Q04dj3zL0

To receive these weekly CEO Insights + team picks on podcasts, books & social highlights straight to your inbox, subscribe now at https://hubs.la/Q04dj1vX0

“Ukraine and Iran show drones and counter-drone solutions are mainstream and a core feature in conflicts…Governments, law enforcement, public authorities, airports, infrastructure and public venue operators are acting on regulatory and deployment catch-up to meet critical needs.”