Excess returns during high inflation

According to the index provider LPX, infrastructure operators are able to adapt flexibly to rising prices due to their monopolistic positions. This makes investments in these companies an attractive inflation hedge for investors – but only if they interpret the investment theme narrowly.

Authors: Börse am Sonntag
Publication date: 2 September 2022
Source download link: https://www.lpx-group.com/wp-content/uploads/2022/02/BoZ-Uberrenditen-bei-hoher-Teuerung-090222s13_LPX.pdf

Core infrastructure offers inflation protection for investors’ portfolios

Discusses how core infrastructure investments offer inflation protection due to their stable and monopolistic nature, providing a consistent return in inflationary periods.

Authors: Robin Jakob
Publication date: 6 June 2022
Published in: Wealth DFM
Volume/ Ausgabe:
Source download link: https://wealthdfm.com/why-listed-infrastructure-is-ideal-inflation-protection-for-private-client-portfolios-opinion-from-lpx-ag/