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Water as an investment – Natixis Investment Managers (Thematics Asset Management)

Companies focused on water supply, demand efficiency and waste management can add defensive growth to portfolios.

Posted on Feb 27, 2023

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... As an individual or a company, the availability and quality of water is going to directly impact your life, even more so than CO2 emissions.

Water is not investable as a commodity, but investors can take stakes in companies that focus on water demand efficiency, water infrastructure and pollution control, and have strong ESG profiles.

Water-focused companies are a $800bn a year market, projected to grow at 6%-8% annually, with a combined market capitalisation of more than $3 trillion.

Learn more here