Julian Howard

Julian Howard - Lead Investment Director of Multi Asset Solutions


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

7 min read

Valuations – is it time to buy yet?
14 November 2022

The sell-off in 2022 has been both profound and near-universal. GAM Investments’ Julian Howard considers whether there is now intrinsic value in key markets.

Investment Opinions

5 min read

Q3 Multi asset perspectives: Storm before the calm
10 October 2022

GAM Investments’ Julian Howard outlines his latest views, exploring how the nightmarish policy trade-offs governments and central banks face today won’t last forever as inflation slowly but surely eases in the coming months.

Investment Opinions

7 min read

There really, really is no alternative
26 September 2022

Year-to-date volatility has been enough to make even seasoned investors question their allocations. Looking at intrinsic return drivers and yield differentials, GAM Investments’ Julian Howard argues the fundamental case for equities remains solid.

Investment Opinions

6 min read

Multi asset perspectives: a pain that we’re used to
21 July 2022

GAM Investments’ Julian Howard outlines his latest multi asset views, exploring how central banks’ clumsy attempts to deal with supply-driven inflation are battering growth and could set the world back on the path of secular stagnation

My Videos

Active Thinking

10:51 min watch

Multi Asset Solutions – Julian Howard
03 November 2022

Julian Howard highlights the diversification benefits offered by multi-asset porfolios and outlines the rationale behind his equities allocation despite the rising risk free rate.

Active Thinking

8:10 min watch

Multi Asset Solutions – Julian Howard
21 July 2022

Julian Howard discusses the importance of diversification and why he believes the consumer is likely to become more cautious in the third quarter.