Water is a limited resource – yet demand keeps growing. At the same time, climate change greatly affects the availability and quality of clean water through droughts and floods.
Given that water plays a central role in food production, growing demand for food from growing populations means a greater need for water. Urbanisation also drives demand. In emerging economies, millions of people are moving to the cities, and their clean water needs are only increasing.
Water plays a vital role in the production of, for example, clothing, paper, and – in an ultra-clean form – smartphones. Furthermore, there is strong demand for water infrastructure: this includes pipes, pumps, and purification and wastewater treatment plants.
Water is a billion-dollar growth market, and we believe it is likely to remain so for many decades. Accordingly, we see this area as an exciting global investment opportunity.
Watch our video to find out what the water value chain has to offer investors
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.
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