The Second-Half 2026 Investment Outlook with Paul Jackson | Invesco EMEA

What should investors expect from markets in the second half of 2026?In this episode of the UMushroom Podcast, Luba Schoenig sits down with Paul Jackson of Invesco EMEA to discuss the investment landscape for the months ahead.From the outlook for equities and gold to the growing influence of artificial intelligence, shifting market leadership, valuations, and the macroeconomic forces shaping global markets, Paul shares his perspective on where opportunities and risks may emerge next.They also explore why investors should be cautious about chasing recent winners, how market leadership could evolve, and what long-term investors should consider when positioning their portfolios for the second half of 2026.Whether you're an experienced investor or simply looking to better understand the forces driving today's markets, this conversation offers practical insights into navigating an increasingly complex investment environment.Topics discussed include:• The investment outlook for the second half of 2026• Whether today's market winners can continue outperforming• Artificial intelligence and technology stocks• The outlook for gold and other asset classes• Market valuations and investor expectations• Risks and opportunities investors should watch• Building a long-term investment strategy amid changing marketsGuest: Paul Jackson, Invesco EMEAHost: Luba Schoenig, UMushroomFollow the UMushroom Podcast for more conversations with investors, financial professionals, and industry experts exploring the ideas shaping the future of investing.