Investing in Water – BIV on Bloomberg’s ESG Currents Podcast

Water demand is set to outpace supply by 40% by 2030. The systems that move it and clean it are old, overstretched and mostly invisible, which is a large part of why so little money went into them for so long.

Thank you to Eric Kane, Bloomberg Intelligence’s Director of ESG Research, for hosting Tom Ferguson on the latest episode of the ESG Currents podcast to talk about the opportunity in water. You can listen in here, or wherever you get your podcasts. The episode covers a lot of ground:

In this episode, you will learn:

• Why water demand outpacing supply is creating durable, non-cyclical investment opportunities

• Where the emerging openings are — desalination, industrial treatment, and water reuse

• How AI is powering new software solutions and compressing the cycle time for hardware iteration

• Why Burnt Island backs companies that aren’t dependent on policy or regulation to win

• What the current path to liquidity looks like for the companies BIV invests in

Enjoy, and all feedback welcome.