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Julian Howard

Julian Howard - Chief Multi-Asset Investment Strategist


Julian Howard ist Chief Multi-Asset Investment Strategist.

Zuvor verwaltete er ca. 2 Mrd. USD an Investments in Aktien, Anleihen und alternativen Anlagen für einen vielfältigen Kundenstamm, darunter Institutionen, Wohltätigkeitsorganisationen, Privatkunden und Retail-Anleger. Er ist für die strategische und taktische Asset Allocation sowie die Fondsauswahl verantwortlich. Bevor er 2007 zu GAM kam, war er bei Henderson Global Investors, Insight Investment, Invesco Perpetual und JP Morgan Investment Management tätig. Julian Howard hat einen BA in Geschichte von der Universität Bristol, das CISI-Diplom, das CISI-Diplom in Anlageberatung und das CISI-Diplom in Investment Compliance. Er ist ein CISI Chartered Wealth Manager und lebt in London.

Julian Howard

Meine Insights

Multi Asset Blog
A bit too precious?
02 February 2026 | Julian Howard

Precious metals’ surge was partly driven by the softer dollar, stubborn US inflation and hopes of fresh fiscal support. These factors haven’t gone away, despite the sudden correction over the last few days, suggesting the sell-off from a ‘crowded trade’ may tell us more about market structure and liquidity than the underlying macro story.

Multi Asset Blog
Market stress: Should I be worried?
21 January 2026 | Julian Howard

With unpredictable US government policy making for a volatile investment environment, US equities’ searing post-Liberation Day progress appears to have stalled, while gold market fever could be a symptom of stress in global capital markets. But history suggests that equities tend to reward the patient.

Investment-Meinungen
Venezuela: Wo bleibt der Schock?
21. Januar 2026 | Julian Howard

Früher spielte Öl eine bedeutende Rolle. Hohe Ölpreise konnten Länder fast zum Stillstand bringen, wie es in den USA während des arabischen Ölembargos 1973 und der iranischen Revolution 1979 sowie in Grossbritannien während der Tankstreiks im Jahr 2000 und in gewissem Masse auch in den Jahren 2005 und 2007 der Fall war.

Investment-Meinungen
Multi-Asset-Ausblick für das 4. Quartal: Vorsicht ist angesagt
7. Januar 2026 | Julian Howard

Julian Howard, Chief Multi-Asset Investment Strategist bei GAM, skizziert seine jüngsten Multi-Asset-Prognosen und untersucht, wie die Unbesiegbarkeit des Marktes angesichts der Unsicherheit und der Verlangsamung des Wachstums dank starker langfristiger Trends einen Höhenflug erlebt. Die fortgesetzte Partizipation an Marktfortschritten im Jahr 2026 erfordert einen strukturell disziplinierten Ansatz zur begleitenden Diversifizierung, unabhängig davon, was das neue Jahr bringt.

Unser Denkansatz

Meine Videos

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Julian Howard Multi-Asset Views
02 February 2026

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Julian Howard Multi-Asset Views
21 January 2026

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Q1 Multi-asset perspectives: Proceeding with Care
06 January 2026

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Julian Howard Multi-Asset Views
11 December 2025

My Awards

Citywire
Another Double win for GAM at the 2024 Citywire Investment Performance Awards
October 2024

GAM won awards in two categories: Best Large Firm – GAM Investments and Cautious Portfolio Award – Flexible Global Strategy.  Congratulations to Andrea Quapp, Julian Howard and the GAM Investment Solutions (GIS) group.

The annual wealth investment performance awards showcase the firms and strategies which delivered top risk-adjusted returns over a three-year period.

Full details of these awards and the independent methodology used are available here.

Capabilities
Double awards for GAM’s Multi Asset Class Solutions (MACS) strategies in Austria
November 2023

GAMs Multi Asset Class Solutions (MACS) strategies have been honoured by the Austrian GELD magazine, in two categories: Equity Fund of Funds (1st place) and Mixed fund of funds - flexible – conservative (3rd place). These awards recognise the best funds of funds in Austria.

Congratulations to Julian Howard and his team for their excellent performance and achievements.

Read more (in German) here.

Citywire
Double win for GAM at the 2023 Citywire Investment Performance Awards
October 2023

GAM won awards in two categories: Best Large Firm – GAM Investments and Cautious Portfolio Award – Flexible Global Portfolio.  Congratulations to Julian Howard, Phil Alexakis, Anisa Shek and Manveer Badesha from the London MACS investment team.

The annual wealth investment performance awards showcase the firms and strategies which delivered top risk-adjusted returns over a three-year period.

Full details of these awards and the independent methodology used are available here.

People
Two managers chosen for Citywire Wealth Manager 100
October 2022

Julian Howard and James McDaid have each been selected for Citywire Wealth Manager’s annual list of the 100 leading fund selectors across the UK and Channel Islands.

Click here to see the full list.

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