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Robust growth drivers for listed equities in water and environmental solutions: Pictet 

Leslie Yee
Published Mon, Jul 28, 2025 · 07:00 AM
    • Cedric Lecamp leads Pictet Asset Management's water strategy, which marks 25 years in 2025.
    • Cedric Lecamp leads Pictet Asset Management's water strategy, which marks 25 years in 2025. PHOTO: PICTET GROUP

    [GENEVA] While themes such as digital and robotics have been leading the way in financial performance in recent years at Pictet Asset Management (Pictet AM) – a pioneer in thematic equities – the asset manager remains excited by the themes of water and global environmental opportunities.

    Pictet AM, which has been investing in water opportunities for 25 years, sees a US$1.4 trillion global water market growing at between 3 to 5 per cent annually, supporting a diversified investment universe.

    According to the asset manager, seven megatrends underpin the water theme, namely climate change, resource scarcity, focus on health, environmental quality, urbanisation, economic growth and commercialisation.

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