LSEG：投资于绿色经济2024：绿色经济投资如何助力投资组合多元化研究报告（英文版）（33页）.pdf

1、Investing in the green economy 2024AUTHORS Lily Dai Senior Research Lead,Sustainable Investment ResearchLee Clements Head of Applied Sustainable Investment,Global Investment ResearchAlan Meng Research Lead,Sustainable Investment ResearchBeth Schuck Research Analyst,Sustainable Investment ResearchJaa

2、kko Kooroshy Global Head of Sustainable Investment ResearchGrowing in a fractured landscapeContents3 Introduction4 Executive summary6 Section 1.State of the green economy9 Section 2.Green investment trends15 Section 3.Green economy in fixed income18 Section 4.A spotlight on Tech23 Section 5.Composit

3、ion of the green economy Investing in the green economy 2024|2Transitioning to a more sustainable economic system that balances economic development with maintaining healthy global ecosystems requires significant investment,with estimates ranging from US$109 trillion to US$275 trillion by 2050 to ad

4、dress climate change alone.1 These investments flow to products and services that help to reduce emissions and address other global environmental challenges,from renewables and clean water to green transport and waste management,benefitting a broad range of companies and value chains which make up t

5、he global green economy.SECTION 1 Update on the state of the green economy,including its size and growth over the short and long term SECTION 2 Investment characteristics of the green economy,such as performance,valuation and fund flowsSECTION 3 Green economy in fixed income,with insights on green b

6、ond issuance and allocation of proceeds SECTION 4 Spotlight on the Tech sector with its increasing demand for electricity,and interactions with the green economySECTION 5 Granular assessment of the composition of the green economy across industries and global value chains Introduction 1 FTSE Russell