Post by Koda Capital

In Episode 224 of Inside the Rope, Koda Capital Senior Adviser & Partner David Clark sits down Kim Morison, Chairman of Argyle Group, to discuss why water may be one of the most compelling uncorrelated assets available to investors today. With extensive experience across real assets and agriculture, Kim shares why water is increasingly attracting global capital as demand rises and supply becomes more constrained. The conversation explores how investors are thinking about: - Why water is emerging as a strategic investment theme - The growing role of water in agricultural productivity - How water rights and infrastructure create long-term value - Why water offers diversification from traditional asset classes Kim also explains how increasing pressure on global food production and water scarcity is reshaping investment opportunities across agriculture and infrastructure. For investors looking beyond conventional markets, this episode provides valuable insights into an asset class underpinned by essential demand and long-term structural trends. Listen to the episode: Spotify: https://lnkd.in/g2Jn74h8 Apple Podcasts: https://lnkd.in/g2wzjg2A #KodaCapital #InsideTheRope #WaterInvesting #Agriculture #Infrastructure #AlternativeInvestments #InvestingInsights #WealthManagement

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