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Better than index funds: the risk-adjusted bet | Mark Jones, Resolution Capital
Description
In this episode of Australian Investors Podcast, Owen Rask sits down with Mark Jones from Resolution Capital to unpack why listed infrastructure may be one of the most compelling risk-adjusted opportunities in markets right now.
Mark explains what global listed infrastructure actually includes, why the best assets tend to have pricing power, long lives and high earnings visibility, and why that matters when uncertainty is rising. The conversation breaks down how professional investors separate true infrastructure from lookalikes, why active management can matter more in a finite universe, and how investors should think about inflation protection, portfolio construction and long-term compounding.
Along the way, Owen and Mark use real examples including Transurban, AGL, Origin and Greek infrastructure assets to show why labels matter, where passive products can miss the mark, and how a disciplined investor can think more clearly about downside as well as upside. They finish with a timeless lesson on the rule of 72 and why steady returns can be more powerful than chasing the next 10-bagger.
If you want a clearer framework for thinking about infrastructure, active versus passive investing and the role of real assets in a portfolio, this episode is well worth your time.
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