Oil may have dominated the headlines in recent decades, but investors seeking the commodity of the future should look to water, said Matthias Kuhlmey, head of global investment solutions at HighTower. ‘You have a misaligned supply/demand issue which is currently unfolding in the world,’ said Kuhlmey. ‘In the next few years more than half of the global population will live in areas with high water stress and then you have a significant infrastructure challenge.’ Regarding that infrastructure challenge, nearly $22 trillion, or 1.3 times U.S. GDP at current figures, will need to be invested in water-related infrastructure projects over the next 20 years simply to maintain the status quo, according to Kuhlmey. When it comes to investing in water, Kuhlmey said the choices are limited being that there are only about 100 publicly-listed water related companies globally, most of which fall firmly within the small-cap category.
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