Off the record, on the road: Our CSO’s latest private markets insights
Luba Nikulina, IFM Investors’ Chief Strategy Officer, discusses how private markets are viewed as an island of stability, even as investors contend with the uncertainty and volatility caused by tariffs and conflict in the Middle East.
Luba shares her thoughts on the current economic environment with Benjamin Keung, Analyst in the Australian Business Development team while visiting our Melbourne office.
The conversation covers investors enduring interest in private markets, as well as how asset allocators are reconsidering how to allocate their liquidity budget. Luba also shares her thoughts on how Australian investors are faring in the current environment, comparing their attitudes to the current market volatility to the approach of investors elsewhere.
Meet the author
Luba Nikulina
Luba is IFM Investors' Chief Strategy Officer, responsible for leading the development of IFM’s global strategy with a focus on private markets solutions that meet the needs of Australian and global pension funds and their members. Luba joined IFM Investors from WTW, (previously known as Willis Towers Watson), where she was Global Head of Research, advising some of the world’s largest asset owners on strategy, governance and investments, managing a team of over 100 analysts. During her time at WTW, she worked in London and New York and was responsible for establishing WTW’s private markets capabilities. Luba has over 25 years of investment industry experience and has served on the UK Government’s Social Impact Investing Taskforce, City of London’s Socioeconomic Diversity Taskforce, and co-chaired the Investment Consultants Sustainability Working Group.
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