Global equities staged a sharp rebound yesterday after reports of a potential de‑escalation in the Middle East conflict. Brent crude saw one of its biggest intraday swings on record, and short‑dated US Treasury yields dropped sharply. Asian markets also retraced some of their steep losses from the previous session. In today’s episode, we’re joined by Carsten Menke, Head of Next Generation Research, who shares why he remains constructive on the Buildings & Infrastructure theme in Germany.

(00:00) - Introduction: Bernadette Anderko, Product & Investment Content
(00:35) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
(06:02) - Germany’s infrastructure spending: Carsten Menke, Head of Next Generation Research
(09:48) - Closing remarks: Bernadette Anderko, Product & Investment Content

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

(00:00) - Introduction: Bernadette Anderko, Product & Investment Content
(00:35) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
(06:02) - Germany’s infrastructure spending: Carsten Menke, Head of Next Generation Research
(09:48) - Closing remarks: Bernadette Anderko, Product & Investment Content

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

From turmoil to turnaround – markets shi...