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PODCAST | – 2 Min

Talking heads – Water investing can withstand an economic storm

Justin Winter

In this article:

    The tide is rising for water as an investment theme as it benefits from a growing awareness of both climate change and years of underinvestment, particularly in water infrastructure. This focus should have a direct positive impact on companies providing water solutions, Justin Winter, water strategy co-manager, tells Andrew Craig, co-head of the investment insights centre.

    In this Talking heads podcast, he argues that poorer economic conditions should have only a limited impact on demand in the water segment. He singles out more cyclically defensive industries such as pharmaceuticals, consumer staples and infrastructure where demand typically spans more than an economic cycle and issues can take several decades to resolve. One notable, positive trend is the on-shoring of semiconductor fabs and the investment in water treatment resulting from that.

    “Companies are recognising that water scarcity is here to stay and are also doing their part in helping to resolve the issues,” he says, “Those themes cut through the economic cycle.”

    You can also listen and subscribe to Talking heads on YouTube  


    Please note that articles may contain technical language. For this reason, they may not be suitable for readers without professional investment experience. Any views expressed here are those of the author as of the date of publication, are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may take different investment decisions for different clients. This document does not constitute investment advice. The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial outlay. Past performance is no guarantee for future returns. Investing in emerging markets, or specialised or restricted sectors is likely to be subject to a higher-than-average volatility due to a high degree of concentration, greater uncertainty because less information is available, there is less liquidity or due to greater sensitivity to changes in market conditions (social, political and economic conditions). Some emerging markets offer less security than the majority of international developed markets. For this reason, services for portfolio transactions, liquidation and conservation on behalf of funds invested in emerging markets may carry greater risk.

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