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The effectiveness of forest assets as inflation hedges

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School of Business | Bachelor's thesis

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en

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5+25

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This literary review aims to examine the effectiveness of forest assets as inflation hedges, both in portfolio terms and as an asset class on their own. Initially, I review models and theoretical frameworks utilized by Washburn and Binkley in “Do Forest Assets Hedge Inflation”, where some forest areas are considered to hedge against “higher than expected inflation” and others are not, and “Can Timber Hedge against Inflation? An Analysis of Timber Prices in the US South” by Zhang et al., where it is concluded that forest investments do not offer uniform protection against inflation. Macroeconomic implications are discussed, further empirical evidence is reviewed, and potential shortcomings that affect my conclusion are mentioned. The results by previous works are mixed, as the manner in, which researchers measure, or define what “forest assets” are, is dependent on the context of the study, albeit proxies are often used. Additionally, there are but a few existing empirical studies that directly measure the relationship between the return on forest investments and inflation.

Denna litteraturöversikt syftar till att undersöka skogstillgångars effektivitet som inflationsskydd, både i portföljkontext och som en egen tillgångsklass. Inledningsvis granskar jag modeller och teoretiska ramverk som används av Washburn och Binkley i "Do Forest Assets Hedge Inflation", där vissa skogsområden anses säkra sig mot "högre inflation än förväntat" medan andra inte gör det, och "Can Timber Hedge against Inflation? An Analysis of Timber Prices in the US South” av Zhang et al., där man drar slutsatsen att skogsinvesteringar inte erbjuder ett enhetligt skydd mot inflation. Makroekonomiska implikationer diskuteras, ytterligare empiri granskas och potentiella brister som påverkar min slutsats nämns. Resultaten från tidigare arbeten är blandade, eftersom det sätt på vilket forskare mäter, eller definierar vad "skogstillgångar" är, beror på studiens sammanhang, även om proxyer ofta används. Dessutom finns det bara ett fåtal existerande empiriska studier som direkt mäter sambandet mellan avkastningen skogsinvesteringar och inflation.

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Stryjan, Miri

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