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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

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