Mark Jones on airports, energy and global infrastructure returns

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 If you love learning about infrastructure, income investing, and megatrends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. – 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 ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 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. 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. #Investing #Infrastructure #AustralianInvestorsPodcast #RIIF #ResolutionCapital #ETF Learn more about your ad choices. Visit megaphone.fm/adchoices