全球ESG基金遭遇史诗级“大抛售” “反漂绿”风暴来袭

Group 1 - The global ESG (Environmental, Social, and Governance) fund market is facing unprecedented challenges, with a net outflow of $8.6 billion (approximately 62.7 billion RMB) in the first quarter of 2025, surpassing any historical period [1][3] - U.S. investors have reduced their exposure to sustainable mutual funds and exchange-traded funds for the tenth consecutive quarter, while European investors have become net sellers for the first time, withdrawing $1.2 billion (approximately 8.7 billion RMB) [3] - The outflows are primarily concentrated in traditional funds, indicating a specific reaction to ESG strategies rather than a general market retreat [3] Group 2 - The tightening of "anti-greenwashing" regulations in the EU is increasing pressure on ESG funds, with 335 sustainable fund products changing names in the first quarter, including 116 that removed ESG-related terms [3] - In the U.S., the wave of ESG resistance has impacted asset management companies' global operations, altering their approach to promoting and selling ESG products internationally [3] - Despite the current challenges, the long-term value of ESG investments remains significant, particularly in addressing climate change and sustainable development [4]