| Water |
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Water is the planet's most essential resource, yet uneven geographic distribution has led to dangerous - and worsening - supply shortages in many parts of the world.
United Nations estimates warn that out of the Earth's 7+ billion people, 1.2 billion do not have access to safe drinking water, and 2.4 billion lack proper sanitation facilities and the situation is about to get much worse. In industrialized nations, water is necessary to sustain and foster economic growth. China and India are already in advanced stages of Federal funding for water-related projects and infrastructure upgrades has grown considerably, resulting in a sector resurgence. Attractive new investments have emerged along the entire water chain, from watershed and resource management, supply and storage facilities, wastewater treatment and recycling, desalination and distribution and pipeline networks to water utilities. Innovative water technologies and management systems will become important for businesses seeking to increase production in spite of increasingly limited, and expensive, water resources. The diversified nature and enormous growth potential of water-related investments, makes it an opportunity which cannot be missed. We believe water will prove to be one of the single best macro themes ever known to our generation. At Global Fund Exchange,our water investment strategy is an essential component of our overall portfolio, because energy production is inexplicably linked to water consumption - in order to produce energy, you need water, and in order to attain clean water, you need energy. |