Mexx

Will Water ETFs Be 'Blue Gold'?

I also favor ETFs, in particular CGW, as a way to play the water theme -CGW has a 7.68% yield, has a reasonable 0.70% expense ratio and provides exposure to some of the most important water players around the globe (and thankfully GE is not one of their top 25 holdings).

While I agree that water is a public good, the macro landscape will bode for long term investors who believe providers of water infrastructure services and equipment (i.e, treatment, transport, regulation, safety, environmental, etc) will benefit from this global trend. Municipalities, and governments around the globe will pay top dollar to these providers to develop or update their water infrastructure that will be financed through bonds, tax payer money, etc, how water prices are regulated to the end user is another matter.