Video: BNPP AM on investing in water

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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.

Aarts presented on “A palette of opportunity: From the green economy to blue gold” at the recent FSA Investment Forum in Singapore.

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.

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