Market weekly – Water, water, everywhere – and in your portfolio?


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Jan 11 2021 17 mins  

A finite resource in ever growing demand, water represents a durable growth area in both developed markets suffering from underinvestment and emerging markets in need of more infrastructure. As the appreciation of quality water and improved food and health standards grows – not least in the wake of the COVID crisis – so should our endorsement of the breadth of investment opportunities the sector offers. Portfolio manager Justin Winter at Impax Asset Management explains.