Money Maze Podcast
164: Infrastructure: From Niche to Mainstream Asset Class - With Luba Nikulina, CSO of IFM Investors
Jan 9, 2025
Luba Nikulina, Chief Strategy Officer at IFM Investors and former Head Global of Research at WTW, dives into the booming world of infrastructure investment. She discusses its growing prominence as a mainstream asset class, likening it to private equity. Luba highlights why countries like Australia and Canada are leading with significant allocations, while others catch up. She also examines the resilience of infrastructure against external shocks and explores the role of government policies in fostering investment opportunities, particularly in renewable energy.
50:21
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Quick takeaways
- The episode explores the integration of sustainability into investment strategies, emphasizing the growing importance of ESG criteria among institutional investors.
- Infrastructure is increasingly recognized for its stability and growth potential in investment portfolios, acting as a protective 'buoyant ballast' against market volatility.
Deep dives
Importance of Sustainability in Investments
The episode emphasizes that 70% of institutional investors recognize sustainability as critical when allocating capital in private markets. This encompasses both environmental and social sustainability, which is becoming increasingly significant across various investment sectors. Investors are looking for opportunities that align with their values, particularly in energy transition assets, reflecting a broader societal shift towards sustainable practices. As a result, the focus on ESG (Environmental, Social, and Governance) criteria is influencing decision-making in private market investments.
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