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

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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. Chapters 00:00 Introduction 01:34 Best Risk-Adjusted Opportunity 03:47 Defining Listed Infrastructure 07:30 The Infrastructure Universe 09:42 Active vs. Passive Investing 13:17 What Shouldn't Be in Infrastructure 17:03 Beyond the Bond Proxy Myth 20:42 Index ETF Limitations 22:50 Why Active Outperforms 27:35 AI and Infrastructure 33:15 Interest Rate Sensitivity 40:36 Portfolio Examples 48:37 Portfolio Allocation Guidance 51:37 Advice to Younger Self Episode resources - Resolution Capital: https://rescap.com - Speak with the Rask Advice team: https://rask.com.au/advice - Ask a question (select the Investors podcast): https://bit.ly/R-quest Show partner resources - ETF investor? Go beyond ordinary with

Added 15 Aug 2026