Written by T. Bailey Fund Manager Ben Ridley, this piece examines the Water & Waste investment theme, the forces driving long-term demand, and the potential role it can play within diversified portfolios.
August witnessed volatility rarely seen in financial markets. Initial blame for the two day financial market dislocation was laid at the door of weak US unemployment data suggesting that a US recession was imminent. Less than a week later, a benign jobless claims release led to a 2% plus bounce in US equities.
