Luba Nikulina

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.