Mark Jones from Resolution Capital: investing in global infrastructure and utilities

Mark Jones from Resolution Capital joins the show to explore global listed infrastructure investing, including airports, toll roads, and energy utilities. We discuss megatrends like electrification, AI, and decarbonisation—and how investors can capitalise on them through the RIIF ETF.

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About this episode

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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