Episode Details
Back to EpisodesPaul Jackson from Invesco on Investment Strategy & Career Lessons
Description
In this episode of the Financial Planner Life podcast, Chris Ball sits down with Paul Jackson, Global Head of Asset Allocation Research at Invesco, to explore the career pivots, market cycles, and investment principles that shaped his journey from working-class beginnings to global leadership.
Paul shares his honest reflections on a non-linear career across firms like Morgan Stanley, Société Générale and Invesco, including the bold decisions that worked and the ones that didn’t. They discuss mini-retirements, the danger of chasing performance, and why “time in the market” still beats timing it.
You’ll hear Paul’s views on:
• Long-term investing and market concentration
• Why he avoids world indices in his personal allocation
• Where he sees long-term value including China, Europe and bank loans
• How asset allocators should think about dispersion, not just volatility
If you’re in financial services, wealth management or portfolio strategy, this is a masterclass in career resilience and investment clarity.
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