Water infrastructure is a sector the Maple-Brown Abbott Global Listed Infrastructure team view as offering a compelling mix of defensive qualities, essential service delivery, and long-term growth potential. Water utilities typically operate as regulated monopolies, generating stable and predictable cash flows with attractive returns on equity. These companies are benefiting from the strong infrastructure investment tailwinds, driven by aging systems, climate adaptation needs, and tightening environmental standards.

In this video, Justin Lannen (Co-Founder and Portfolio Manager) and Zoe Brenner (Associate Analyst) explore the investment opportunities and highlight the scale of investment required to modernize global water systems.