Water: How to address the looming water crisis?

Rising water stress requires attention

With five oceans and seven seas, 71% of the earth’s surface is covered by water[1]. Yet, 3.1 billion individuals are living in areas with “high” or “extremely high” risk of water stress[2]. Besides, the quality of water sources is degrading due to pollution. It is our health and our food security that are under threat!


Changing our diets will not be enough

Agriculture accounts for over 70% of global freshwater withdrawals[3]. We already knew about the outrageous carbon footprint of our piece of meat, did you know that its water footprint is ten times that of cereals?

To solve the water crisis, shifting to more water-conscious diets will not be enough. We need to transition to more sustainable agricultural systems. From water-smart cropping to smart agriculture technologies, such as precision irrigation techniques, solutions exist and represent potential investment opportunities for investors.

And besides agriculture, industry also offers room for water savings ! Power generation is particularly water-intensive and industrial closed water loop systems can substantially reduce water use.


[1] Source: National Geographic https://education.nationalgeographic.org/resource/ocean/
[2] World Resources Institute (2023)
[3] The United Nations World Water Development Report (2023)

Bastien Dublanc & David Czupryna
Senior Portfolio Managers, Thematic Equity strategies
It is paramount to use more water-conscious practices in agriculture and industries. New technologies may also offer potential solutions to help bridge the water gap by optimizing water usage.
Paint It Blue

How to address the looming global water crisis?

To read about many more examples, and about why we believe the Water investment theme can span over decades, check our white paper !
Investment Solutions

Water: preserving the flow of life

Water is a precious resource that needs to be protected. To discover our thematic strategy investing in the opportunities related to Water, click here.

Latest analyses

  • Astrid Pierard, Alix Chosson, ESG, SRI, Research Paper, Equities, Water

    Water risks: How to build water-conscious investment strategies?

    In a world grappling with escalating water issues, prioritizing water as a strategic business imperative has never been more critical. The operational and financial impacts of water-related risks have started materializing. Our conviction is that companies must consider and manage water as the long-term strategic and operational risk it can represent.
  • Q&A, Bastien Dublanc, David Czupryna, Water

    Investing in water: a no-brainer for the future

    Bastien Dublanc and David Czupryna, managers of Candriam's water investment strategy, explain why they invest in this theme, how they select their stocks, and what differentiates Candriam from other investment managers in this area.
  • Once upon a time, mankind invented PFAS (per- and polyfluoroalkyl substances).
    Bastien Dublanc, Astrid Pierard, Jessica Carlier, ESG, SRI, Equities, Research Paper, Water

    PFAS: Genius gone wrong

    PFAS have been widely used for decades due to their unique properties in various domestic and industrial applications. They are resistant to water and virtually indestructible. They are also seen as the poison of the century. Where do we stand in terms of regulation? What are the PFAS-related risks? Where are the opportunities?
  • Research Paper, Bastien Dublanc, David Czupryna, Equities, Water

    Water: How to address the looming water crisis?

    Water sustains not only human existence but the entire ecosystem. As the global population burgeons and climate change intensifies, bringing extreme water incidents from floods to droughts, the fragile balance between water supply and demand is increasingly strained.

Find it fast

Get information faster with a single click

Get insights straight to your inbox