Better than index funds: the risk-adjusted bet | Mark Jones, Resolution Capital

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. Episode resources – Resolution Capital – Speak with the Rask Advice team – Ask a question (select the Investors podcast) Show partner resources – ETF investor? Go beyond ordinary with Global X: View all funds – Visit TermPlus to learn more – Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit – Whatever comes next for your business, power it with Stripe Rask resources – All services – Financial Planning – Invest with us – Access Show Notes – Ask a question – We love feedback! Follow us on social media – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices