Invesco Global Opportunities Strategy - Webinar extract

The above segment is an extract from an investment webinar series held in the UK, featuring Andy Hall, lead fund manager of Invesco's Global Opportunities Strategy.
Andy delves into a comprehensive analysis of Nvidia's business model within the context of broader AI themes in markets. In the second part of this webinar extract, Andy addresses balance sheet concerns in banking and investment opportunities in energy. He highlights the pivotal role of net interest income for banks' earnings power and discusses the potential impact of changing interest rates and credit cycles.