In a brand new series replacing Bull Bears, Investment Week takes a deep dive into one particular asset class each week. Four commentators – one specialist fund manager, one multi-asset manager, one fund-picker and one CIO or economist – will each provide their in-depth takes on the market area, including the biggest potential risks, long-term themes and where they are seeing investment opportunities.
This week, four experts give their thoughts on this growing asset class Catherine Cahill is a senior portfolio manager at KBI Global Investors The last couple of months have seen many investors find themselves in uncharted territory so to speak. The pandemic blindsided many as did the rapid and sharp decline in activity levels, and subsequently markets around the world. It felt like there was nowhere to hide. As the famous Warren Buffet quote goes, "only when the tide goes out do you discover who's been swimming naked". As investors in the water space, we have watched with inter...
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