Tag: Infrastructure

In Flughäfen, Funkmasten und Stromleitungen investieren

Posted on | by Robin Jakob

The article discusses the investment landscape for infrastructure stocks, focusing on their underperformance despite inflation-linked price increases. It highlights the challenges faced by renewable energy infrastructure investments and the broader market conditions affecting infrastructure stocks.

Authors: Markus Städeli
Publication date: 28 October 2023
Published in: Neue Zürcher Zeitung
Volume/ Ausgabe:
Source download link: https://www.nzz.ch/finanzen/in-flughaefen-funkmasten-und-stromleitungen-investieren-ld.1782451

Excess returns during high inflation

Posted on | by Robin Jakob

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)

Posted on | by Robin Jakob

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

Posted on | by Robin Jakob

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 

Flughäfen, Stromnetze, Zugschienen

Posted on | by Robin Jakob

Infrastrukturanlagen wie der Flughafen Zürich zeichnen sich durch natürliche Monopole, geringe Konjunkturabhängigkeit und stabile Cashflows aus, wodurch sie attraktive Investitionen darstellen. Die LPX Group konzentriert sich mit ihrem Fonds auf Unternehmen, die mindestens 50 % ihres Umsatzes aus Basis-Infrastruktur erzielen, und legt Wert auf nachhaltige, langfristig wirkungsvolle Anlagen.

Authors: Markus Städeli
Publication date: 9 October 2016
Published in: Neue Zürcher Zeitung
Volume/ Ausgabe: 
Source download link: http://Seite_85_NZZ_am_Sonntag_2016-10-09.pdf

Experten empfehlen Private Equity

Posted on | by Robin Jakob

Since the collapse of Lehman Brothers two years ago, few asset classes have been as heavily impacted as private equity, yet historical experience suggests that now is a good time to invest, as listed private equity companies are trading at significant discounts to their net asset value (NAV), with past data showing that these companies tend to outperform global stock portfolios when bought at such discounts.

Authors: Hans G. Nagl
Publication date: 21 September 2010
Published in: Handelsblatt
Volume/ Ausgabe:
Source download link: 20100921_LPX_Handelsblatt Experten empfehlen Private Equity