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Julian Howard

Julian Howard - Chief Multi-Asset Investment Strategist


Julian Howard is Chief Multi-Asset Investment Strategist.

He previously managed c. $2bn of investments across equities, bonds and alternatives for a diverse client base including institutions, charities, private clients and retail investors. He is responsible for strategic and tactical asset allocation as well as fund selection. Prior to joining GAM in 2007, he held roles at Henderson Global Investors, Insight Investment, Invesco Perpetual and JP Morgan Investment Management. Julian Howard holds a BA in History from Bristol University, the CISI Diploma, the CISI Investment Advice Diploma and the CISI Diploma in Investment Compliance. He is a CISI Chartered Wealth Manager and is based in London.

Julian Howard

Mis reflexiones

Multi Asset Blog
The Triple Inflation Threat
20 October 2025 | Julian Howard

Tariffs, political pressure on the Fed and policy-driven labour shortages threaten to drive above-target US inflation even higher. For investors, real assets like gold can feel like inflation ‘safe havens’. But a more effective hedge could be hidden in plain sight.

Opiniones de inversión
Ready for a Trump Fed?
17 October 2025 | Julian Howard

Recent pressure on the Fed threatens a longstanding central banking consensus. The logic behind this pressure is flawed given the role and nature of long-term rates. The risk is inflation, but portfolios may already be better protected than many think.

Multi Asset Blog
Stateside shutdown shenanigans
07 October 2025 | Julian Howard

Yet another US government shutdown really should be bad for growth. But with short-term rates pricing in multiple Fed cuts, the 'bad news = good news' narrative lives on, but for how long? With results from financials and IT behemoths looming, investors want reassurance that hefty AI spend is on track to deliver returns.

Opiniones de inversión
Q3 Multi-Asset perspectives: The new invincibility?
06 October 2025 | Julian Howard

Julian Howard, GAM’s Chief Multi-Asset Investment Strategist, outlines his latest multi-asset views, exploring how US equity markets went on a tear in the third quarter, despite elevated uncertainty and signs of slowdown in the US economy. For investors, predicting the next correction will be challenging but ensuring portfolio diversification less so.

My Videos

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Julian Howard Multi-Asset Views
21 October 2025

Julian Howard Multi-Asset Views
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Julian Howard Multi-Asset Views
07 October 2025

Julian Howard Multi-Asset Views
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Julian Howard Multi-Asset Views
30 September 2025

Julian Howard Multi-Asset Views
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Julian Howard Multi-Asset Views
25 June 2025

Julian Howard Multi-Asset Views

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.