Impax has been researching and investing in listed water and water-related companies since 1999, and running a dedicated water strategy since 2008. Over this period, the number of companies in the water value chain has increased significantly and, in the main, these companies have grown rapidly.
The water opportunity is surprisingly diverse and resilient with risk characteristics comparable to equity markets. It runs through the global economy; across many end markets, sectors and regions. Water also provides attractive opportunities through the full economic cycle encompassing both defensive and cyclical businesses.
This paper highlights some of the interesting new developments and technologies in the rapidly growing water industry. It discusses the drivers of this market, catalysts for further change and the impact of tightening global water and water-related regulations.
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