LSEG：2025年绿色经济投资报告：驾驭波动与变革（英文版）（62页）.pdf

1、Investing in the green economy1Investing in the green economy 2025Navigating volitility and disruptionAuthors Lily Dai Senior Research Lead,Sustainable Investment ResearchLee Clements Director,Applied Sustainable Investment ResearchAlan Meng Research Lead,Sustainable Investment ResearchBeth Schuck R

2、esearch Analyst,Sustainable Investment ResearchKieran Brophy Research Lead,Sustainable Investment ResearchJaakko Kooroshy Global Head of Sustainable Investment ResearchContents Executive summary.3Introduction.4Section 1:State of the green economy.5Section 2:Investment characteristics of the green ec

3、onomy.8Section 3:Climate adaptation solutions An emerging industry?.17Section 4:Investment strategies incorporating the green economy.25Section 5:Composition of the green economy.31Appendix 1:GRCS micro sectors with contribution to climate change adaptation.56Appendix 2:Full assessment of companies

4、providing adaptation solutions .57We used various LSEG proprietary sustainable investment data in our analysis,including Green Revenues data,climate data,green bonds data,Lipper fund flows and holdings,commodities and FTSE Russell indices.Investing in the green economy3Executive summaryLSEG data sho

5、ws that revenues from green products and services across our coverage now exceed US$5 trillion for the first time.The global green economy is valued at US$7.9 trillion as of Q1 2025,or 8.6%of listed equity markets.In fixed income,the US$2.9 trillion green bond market has remained robust with record

6、new issuance of US$572 billion in 2024 a 10%per annum increase.Short-term performance remains turbulent amid geopolitical tensions,shifting trade policies and rapid technological change,including advances in artificial intelligence.As measured by the FTSE Environmental Opportunities All Share Index,