Tag: Listed 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

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 

Investments in Listed Infrastructure

Posted on | by Robin Jakob

The article discusses the challenges of integrating infrastructure into portfolios due to its complexity and high demands. It outlines the benefits of investing in listed infrastructure, which offers better transparency and liquidity.

Authors: Dr. Michel Degosciu, Dr. Robin Jakob
Publication date: 6 April 2017
Published in: Absolut Research
Volume/ Ausgabe: 2017, Issue 2
Source download link: https://www.absolut-research.de/publikationen/absolutranking/news/detail/n/investments-in-listed-infrastructure/

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

Heuschrecken zum Anbeißen

Posted on | by Robin Jakob

In some parts of America and Asia, locusts are considered a delicacy, while in the financial world, private equity firms, often dubbed “locusts,” are currently trading at significant discounts, offering potential attractive returns for contrarian investors, despite risks such as slow IPO markets and uncertain financing.

Authors: Emmeran Eder
Publication date: 6 April 2010
Published in: Financial Times Deutschland
Volume/ Ausgabe: 
Source download link: 20100406_FTD_LPX Heuschrecken zum Anbeissen.pdf