Moving Markets

As part of a special two-week series featuring highlights from Julius Baer’s recent Beyond Markets podcasts, today's show features a clip from a conversation where Carsten Menke, Head of Next Generation Research at Julius Baer, talks to host Emily Rookwood about the surprising fact that buildings surpass sectors like aviation and transportation in terms of global carbon emissions. Carsten highlights investment opportunities in insulation materials, heating and cooling systems, and smart building technologies, while addressing the challenges of retrofitting existing buildings and the cyclical nature of the real estate market.

00:00 Introduction by Helen Freer (Investment Writing)
00:45 How can we make buildings better? Carsten Menke (Head of Next Generation Research) and Emily Rookwood (Head of Publications)
10:29 Closing remarks by Helen Freer (Investment Writing)

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What is Moving Markets?

Moving Markets is the home of podcasts at Julius Baer. Here, our expert teams share concise daily market updates in ‘Moving Markets Daily’ which is complemented by ‘Moving Markets: The View Beyond’, a weekly show dedicated to discussing the context, thematic angles, and investment implications behind key topics shaping the news cycle and conversations among our relationship managers and clients.

The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.