Equity Mates Investing Podcast Expert: Ben McVicar & Jowell Amores - Infrastructure: Invest in where the world is going
Infrastructure has been an incredible asset class for investors over the past few decades. But the asset class has come a long way from Warren Buffett’s famous adage, ‘the best investment is the only bridge into town’.
Listen to today’s episode with two expert infrastructure investors as they take us through the opportunities for investors in infrastructure in 2024.
In today’s episode we cover:
- How infrastructure is much broader than toll roads and bridges
- The way to analyse infrastructure assets and the businesses that own them
- Ben and Jowell’s favourite infrastructure stocks
- The trillions (yes, with a t) that will need to be invested in energy infrastructure to drive decarbonisation and the energy transition
- Why airports have been such a great infrastructure asset
Resources discussed:
- Learn more about Magellan Financial Group’s infrastructure funds on their website
Want to ask a question or join us on the podcast, hit us up via our website.
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Thank you to Magellan Financial Group for sponsoring this episode.
You can find out more about their range of listed infrastructure funds on their website.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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