Synapse Invest was founded in 2019 with the mission of offering a diverse range of thematic investment products centered around innovation. Our journey began with the launch of our first Actively Managed Certificates (AMCs) in the closing weeks of 2019, and we are now proud to celebrate more than five years of consistent growth and…
There has been a lot of talk lately about the implications of surging AI usage. While the focus has been on electric power consumption, the water intensity of data centers should also emerge as a major challenge going forward. Indeed, AI is catalyzing a shift towards power-hungry “monster chips” that are becoming increasingly difficult to maintain…
If the narrative about water scarcity mainly focuses about the impact of shortages on our daily lives and key industries (agriculture, beverages…), a new kind of consumers is also affected and will have to treat and reuse increasing amounts of water: semiconductor companies and, more globally, the data center industry. Silicon wafers undergo multiple steps…
Since their development by Dupont in the 1930s and subsequent widespread manufacturing by 3M in the 1950s, Polyfluroalkyl substances (PFAS) – commonly known as forever chemicals – have raised significant concerns due to the alarming consequences associated with the accumulation of these chemicals in the human body. Notably, exposure to specific PFAS compounds has been…
Water scarcity is a growing concern in today’s world, with more than 3 billion people around the planet already living in water-stressed countries. Moreover, as the global population continues to expand and urbanization accelerates, the demand for clean water is rising rapidly. Consequently, the need for innovative water technologies is becoming more urgent than ever,…
Contrary to many innovative industries, water technology companies have been largely absent from the M&A scene in the last couple of years. This is quite surprising given that water technology represents, in our view, an attractive fit for industrial and testing/diagnostics companies seeking to find new avenues of growth and, potentially, to reduce their revenue…
As federal funding to modernize the US water infrastructure is gradually being rolled out and as extreme droughts hit most parts of the world last summer, water companies’ Q3 earnings were mostly overwhelming against a tough macro backdrop, a clear reminder that water is a secular theme will little macro sensitivity. On the infrastructure side…
If California has been a driving force behind the rise of clean energies and adoption of electric vehicles, it could soon take on the same role in the blue revolution. Governor Gavin Newsom recently released a plan called “California’s Water Supply Strategy, Adapting to a Hotter, Drier Future” aimed at improving water supply amid…
Many countries around the world have been hit by record droughts and implemented water restrictions in recent weeks, a harsh reminder that, today, roughly 40% of the people on Earth live in a water stressed region and that this number is expected to climb to 60% in a near future. Secular trends like urbanization, climate…
While there’s been a lot of talk about the increasing number of droughts across the world in relation with climate change (recent restrictions on outdoor watering in Southern California being the latest example), there’s also been, quite ironically, an increasing number of devastating floods as the rapid urbanization pace reduces the land available to absorb…