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

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