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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
Why are Chinese equities doing so well?
30 September 2025 | Julian Howard

Chinese stocks have far outpaced gains in global equities lately. Resilience in exports in the face of US tariffs and rate cuts may not tell the whole story. But a domestic cultural savings shift into stocks might.

Investment-Meinungen
Erneut Probleme mit der Zinskurve: eine Warnung für die globalen Märkte
23. September 2025 | Julian Howard

Steigende Zinskurven könnten für defizitäre Volkswirtschaften Probleme mit sich bringen, möglicherweise eher früher als später. Ausgabenfreudige Regierungen täten gut daran, die Warnung vor steigenden langfristigen Zinsen zu beachten. Für Investoren könnte es entscheidend sein, diese „Value-Falle" zu vermeiden und sich für effektivere Diversifikatoren zu entscheiden, argumentiert Julian Howard.

Multi Asset Blog
Pressure mounts on the Fed
15 September 2025 | Julian Howard

With the US labour market softening, a cut of 25 bps looks in the bag this week, but pressure is mounting for more, even with inflation holding far above target.

Multi Asset Blog
So much for summer doldrums
02 September 2025 | Julian Howard

With a summer sizzle, stock markets have defied the usual seasonal doldrums, with the S&P setting record highs amid rate cut hopes. But with the Fed's independence under pressure, could inflation risks and consumer jitters bring a pre-winter chill for markets?

Unser Denkansatz

Meine Videos

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Julian Howard Multi-Asset Views
30 September 2025

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Julian Howard Multi-Asset Views
25 June 2025

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Julian Howard Multi-Asset Views
16 June 2025

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Julian Howard Multi-Asset Views
04 June 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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