Recently, higher interest rates, higher inflation and concerns about global geopolitical shocks have presented complexities for Australian markets. However, during turbulent times the Australian economy has proved to be one of the world’s most resilient. The recent period of global uncertainty has been no exception, with many Australian public and private markets a pillar of strength in portfolios. Below is a collection of forward-thinking insights from experienced fund managers on their investment strategies, portfolio construction, best ideas, and outlooks across large caps, small caps, private debt and private infrastrcture.