Good times ahead for water investors

Good times ahead for water investors

Dublin-based Kleinwort Benson Investors has revealed the results of its recent Water Strategy Review highlighting investors could expect to enjoy double digit earnings growth in 2015 and 2016.

CIO, Noel O’Halloran, said population growth, urbanization, industrialization, increasing regulation and infrastructure rehabilitation have long underpinned the firm’s Water Strategy, which accesses the attractive investment themes of infrastructure spending, natural resource scarcity, demographic shifts and climate change; however, as the supply of water is constant, and because demand for water grows at approximately twice the current rate of population growth, the supply/demand wedge continues to expand.

Demand for water will grow by 40% by 2030.  Currently almost 800  million people have no access to clean drinking water, while a further 2.5bn do not have basic sanitation.   To do nothing is not an option.  As a result, the investment thesis supporting investment in companies providing solutions to global water problems is becoming ever stronger over time.  These solutions include increasing supply/access to water, lowering water loss, improving water and wastewater quality, and building out new and maintaining installed infrastructure.


Download this White Paper


Found this White Paper interesting? Share it with your community!

Featured White Papers

Investing in emerging equities: beyond China

Views on the current health of the Chinese economy differ widely, but it’s hard not to be impressed by the progress the country has made in the last 20 years. Gross domestic product (GDP) per capita has risen more than ten-fold to around US$8,000 over this period, with much of this growth occurring in the […]

Close Window
View the Magazine

I also agree to receive editorial emails from InvestmentEurope
I also agree to receive event communications for InvestmentEurope
I also agree to receive other communications emails from InvestmentEurope
I agree to the terms of service *

You need to fill all required fields!