Why water scarcity belongs in credit analysis

22 September 2026

In a guest article published by RenditeWerk and also available on Private Banker, MK Global Kapital CEO Johannes Feist explains how low river levels can affect transport, production and borrowers’ ability to repay. Businesses in different sectors may depend on the same waterways or supply chains, creating risks that a portfolio’s geographic and sector breakdown may not reveal.

More in the Press