Paul Jackson from Invesco on Investment Strategy & Career Lessons

Financial Planner Life Podcast

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.

Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.

With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs

Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development.

Chapters

1. Paul Jackson from Invesco on Investment Strategy & Career Lessons (00:00:00)

2. Don't Time the Market: Individual Investor Advice (00:00:12)

3. Working-Class Roots to Elite Education (00:01:23)

4. Career Path: Morgan Stanley to Mini-Retirement (00:06:42)

5. Finding Meaningful Work and Balance (00:12:24)

6. Mentors and Influential Figures (00:17:35)

7. Happiness Through Appreciation, Not Striving (00:22:12)

8. Active vs. Passive Investment Strategies (00:31:25)

9. Market Concentration and Future Outlook (00:41:35)

10. Global Investment Preferences and China's Value (00:51:10)