In the video, he defines his investment universe, which includes water treatment, testing and infrastructure companies. He also explains the key risks to his water-themed global equities fund.
Video: BNPP AM on investing in water
By Fund Selector Asia, 14 Nov 18
Earnings growth tends to be strong in water-related equities, says Hubert Aarts, co-head of listed equities at Impax Asset Management, who manages an ESG-themed water fund.