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Julian Howard

Julian Howard - Lead Investment Director, Multi-Asset Class Solutions (MACS) London


Julian Howard is the Lead Investment Director of Multi Asset Solutions at GAM.

He manages 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

My Insights

Investment Opinions

10 min read

The Quality Proposition
21 September 2023

With fears of overvaluation pervading stock markets, GAM Investments’ Julian Howard examines the long-term case for equities and the role of quality stocks as a feature in any strategic equity allocation.

Investment Opinions

9 min read

The startling possibility of a Megarally
24 August 2023

AI sentiment has driven US stocks higher despite poor fundamentals. But US economic resilience is now broadening out equity market leadership and softer US inflation could lead to more attractive equity earnings yields.

Investment Opinions

9 min read

Multi asset perspectives: The unique challenge of divided markets
28 July 2023

GAM Investments’ Julian Howard outlines his latest multi asset views, exploring how stock market progress during Q2 was dependent on an excessively optimistic view of the universal benefits of artificial intelligence.

Investment Opinions

10 min read

Where’s the revolution? AI and the long-term portfolio
20 July 2023

Despite the recent hype around artificial intelligence (AI), it is estimated that the technology will only result in a one-off increase in annual GDP of 7%. GAM Investments’ Julian Howard looks back at previous technological revolutions to evaluate how AI might impact a long-term portfolio.

My Videos

Active Thinking

11:58 min watch

Multi Asset Solutions – Julian Howard
28 July 2023

Julian Howard shares his summary of Q2’s events and his outlook for the rest of 2023. He also discusses the investment implications of artificial intelligence (AI) and some factors he’s keeping the closest eye on. Despite this year’s narrow tech-led stock market rally, and some stretched valuations, he also outlines a scenario which could make equities look much better value into the turn of the year.