Money Maze Podcast 164: Infrastructure: From Niche to Mainstream Asset Class - With Luba Nikulina, CSO of IFM Investors
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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.
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Luba's Journey
- Luba Nikulina, interviewed on Thanksgiving 2022, has since moved firms.
- Her childhood involved 10 schools in 10 years, fostering a desire for change.
Infrastructure's Dual Role
- Infrastructure investments provide stability and growth potential, combining aspects of bonds and equities.
- They offer resilient cash flows, even during downturns, while also driving returns.
Infrastructure's Tipping Point
- Infrastructure's rising popularity mirrors private equity's surge 25 years ago.
- This is driven by increased knowledge, successful track records, and favorable market conditions.