XxX | Feature Contents Editorial
WATER: A LIQUID ASSET
Welcome to your new look portfolio institutional. We have decided to start the new dec- ade by modernising the design of the publication.
In this case, we like to think that change has led to something positive. But as global warming has shown, change can also have negative consequences. One environmental challenge that has so far received insufficient media attention is water scarcity. Indeed, how would you feel if your access to water changed. If it became rarer or wasn’t as clean as it was when pouring out of your kitchen tap this morning. What if this led to the price of bottled water rising so sharply that supermarkets keep it behind a kiosk to deter shoplifters. What if hospitals limited the number of operations they carry out over a shortage of water-based cleaning and sterilisation products. Such changes may not be far away. There is a fixed supply of the freshwater we drink, wash in and use to grow food, while the world’s population is projected to expand by almost 2 billion more souls in the next 30 years. Polluting the drinking water that we do have doesn’t help, nor does losing H2O through leaking taps and burst pipes. Such drastic changes will affect how companies operate and, ultimately, how much money they make. Water stress may not be as high profile today as climate change is for investors, but it is a material issue. For this month’s cover story, we look at how investors can prepare their portfolios for this challenge and what to look for when assessing a company’s water footprint. Our coverage starts on page 24. We hope you enjoy your new look portfolio institutional.
Mark Dunne Editor
m.dunne@portfolio-institutional.co.uk
Issue 90 | February 2020 | portfolio institutional | 3
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