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/

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

Überrenditen bei hoher Teuerung

This article discusses the strong performance of infrastructure investments during periods of high inflation, highlighting their natural monopoly positions that allow flexible price adjustments in line with inflation. It focuses on the growth potential in wwweloping countries and the risks associated with political changes.

Authors: Dr. Michel Degosciu
Publication date: 9 February 2022
Published in: Börsen-Zeitung
Volume/ Ausgabe:
Source download link: https://www.lpx-group.com/wp-content/uploads/2022/02/BoZ-Uberrenditen-bei-hoher-Teuerung-090222s13_LPX.pdf