A broadening of equity market performance beyond U.S. mega-caps was one of our key themes for 2025—right now, Europe is where it is playing out most notably.
Investing in the water value chain – including infrastructure, technology, and services – can help investors achieve sustainable returns over the long term. Now is a good time: valuations of high-quality companies demonstrating strong earnings growth, such as those our strategy targets, look compelling after a correction compared to the broader equity market.
Amid uncertainty in equities and credit markets, we remain focused on long-term investment fundamentals and building portfolios to weather the storm and deliver for clients.