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/

Heuschrecken im Angebot

Discusses the opportunities for investors in private equity firms during market turbulences, which often result in lower valuations for high-quality companies, suggesting a strategic entry point for investment.

Authors: Daniel Eckert, Holger Zschäpitz
Publication date: 15 May 2022
Published in: Welt am Sonntag
Volume/ Ausgabe: 
Source download link: https://www.genios.de/document/WAMS__0135007311467800398a9b2d960bf41d9d55fddf

LPActive Value Fund im Fokus

Highlights the strategies and performance of the LPActive Value Fund, focusing on its value-oriented approach to investing in listed private equity, providing a detailed analysis of the fund’s structure and investment approach.

Authors: N/A
Publication date: 29 April 2022
Published in: Kapital-markt intern
Volume/ Ausgabe: 2022, 17
Source download link: https://www.kapital-markt-intern.de/kapital-markt-intern/aktuelle-themen/k-mi-aktuelle-themen/fonds-im-spotlight-lpactive-value-fund-lpx-1/

Inflation Protection and Rapid Changes

This article explores the protective role of infrastructure investments against inflation, featuring insights from LPX’s Michel Degosciu. It highlights the consistent returns infrastructure stocks have provided since 1999, significantly outpacing inflation and broad market indexes like MSCI World.

Authors: N/A
Publication date: 31 March 2022
Published in: TiAM – Tages-Anzeiger Magazine
Volume/ Ausgabe: 
Source download link: http://20220331_TiAM_LPX.pdf

STARKE GEWINNSTRÄHNE

Private equity firms offer numerous advantages: they enhance the value of the companies they invest in, contributing to economic development by providing financial support and expertise. Examples like Zalando, Delivery Hero, Moderna, and Hilton demonstrate that private equity investments are often crucial for a company’s success and growth, whether through expansion, innovation, or ensuring long-term competitiveness.

Authors: Uli Kühn
Publication date: 9 March 2022
Published in: ETF magazine
Volume/ Ausgabe: 
Source download link: https://cms.boerse-frankfurt.de/fileadmin/PDF/Publikationen/ETF_Magazin/ETF_Magazin_01-2022.pdf

Geballte Vielfalt

Access to a highly diversified portfolio without minimum investment or holding period, which is particularly well-suited for low interest rate environments. Indices of publicly traded private equity companies offer exactly this.

Authors: Michel Degosciu
Publication date: March 2022
Published in: Private banking magazine
Volume/ Ausgabe: 
Source download link: http://20220525_Private Banking Magazin_Private Equity.pdf