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

Strong during high inflation (Stark bei hoher Inflation)

The LPX Group in Zurich has established a reputation as a provider of research and as a constructor of indexes in the Private Equity segment. However, about 15 years ago, the company also began calculating indexes for the infrastructure stocks sector. By now, the portfolio includes six of these market barometers, and the Swiss company’s expertise is also embedded in the relevant indexes of the industry heavyweight, FTSE. Only basic infrastructure titles are included.

Authors: Euro am Sonntag
Publication date: 1 April 2022
Published in: Euro am Sonntag
Volume/ Ausgabe: 

Source download link: https://www.lpx-group.com/wp-content/uploads/2022/04/ES1322_Fondsinterview.pdf