In this Australian Investors Podcast episode, your hosts Mitch and Mark Jones (Resolution Capital) discuss:

– Mark’s journey from Canberra to Goldman Sachs to Resolution Capital

– What makes infrastructure investing so compelling today

– Why electricity demand is inflecting higher globally

– How airports like AENA and toll roads in Germany could drive investor returns

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– Mark’s investing origin story and early career at NAB & Goldman Sachs

– Why infrastructure is predictable, nuanced and shareholder-friendly

– How Resolution Capital’s multi-portfolio manager model works

– Megatrends driving infrastructure demand: electrification, AI, and reshoring

– Airport investing: AENA vs Auckland, and what “social licence” really means

– Toll roads and Germany’s €500B infrastructure stimulus

– Yield, valuation and total return targets in RIIF ETF

– Mark’s biggest investing lesson (Google’s IPO!) and advice to his younger self

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DISCLAIMER

This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.

If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.

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