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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

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Multi Asset Blog
Have markets become invincible?
12 August 2025 | Julian Howard

Despite everything thrown at them so far in 2025, equities have quickly recovered from setbacks. Beyond the US economic and corporate earnings picture, a new wave of forum-driven and gamified app investors may be fuelling this resilience. But how would these relative newbies react in any real market crisis?

Multi Asset Blog
The earnings burden
05 August 2025 | Julian Howard

The S&P 500 scraped through last week with mixed results. Although the broader market was down by -2.4%, driven in large part by more tariff melodrama and disappointing jobs figures (for which the Commissioner of the Bureau of Labor Statistics ironically lost her job), the Technology sector broadly delivered versus expectations during a crucial week of earnings announcements.

Opinions
Dollar downer – what next for GBP investors?
29 July 2025 | Julian Howard

Global equity returns for GBP investors have been lagging their international counterparts. A rare period of USD weakness, rather than GBP strength, is the culprit. How long will it last, and how should GBP investors structure their portfolios?

Multi Asset Blog
Does it matter who's in charge at the Fed?
22 July 2025 | Julian Howard

President Trump’s short-lived threat to oust Chair Jerome Powell briefly roiled markets. Despite the Big, Beautiful Bill and sticky inflation, markets are already pricing in multiple rate cuts, even with no change to the Fed hot seat. And the bond markets vigilantes will be watching, whether Jay walks or not.

My Videos

Video

Visionner

Julian Howard Multi-Asset Views
25 June 2025

Julian Howard Multi-Asset Views
Video

Visionner

Julian Howard Multi-Asset Views
16 June 2025

Julian Howard Multi-Asset Views
Video

Visionner

Julian Howard Multi-Asset Views
04 June 2025

Julian Howard Multi-Asset Views
Video

Visionner

Julian Howard Multi-Asset Views
21 May 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.