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Expert: Ben McVicar & Jowell Amores – Infrastructure: Invest in where the world is going

HOSTS Alec Renehan & Bryce Leske|29 March, 2024

Sponsored by Magellan Asset Management

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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: 

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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Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

More About

Meet your hosts

  • Alec Renehan

    Alec Renehan

    Equity Mates Co-Founder

    Alec developed an interest in investing after realising he was spending all that he was earning. Investing became his form of 'forced saving'. While his first investment, Slater and Gordon (SGH), was a resounding failure, he learnt a lot from that experience. He hopes to share those lessons amongst others through the podcast and help people realise that if he can make money investing, anyone can.
  • Bryce Leske

    Bryce Leske

    Equity Mates Co-Founder

    Bryce has had an interest in the stock market since his parents encouraged him to save 50c a fortnight from the age of 5. Once he had saved $500 he bought his first stock - BKI - a Listed Investment Company (LIC), and since then hasn't stopped. He hopes that Equity Mates can help make investing understandable and accessible. He loves the Essendon Football Club, and lives in Sydney.
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