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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

China, now

21 January 2021

After suppressing Covid-19, China’s economy has avoided the hit that its regional and global rivals have taken. Looking ahead, GAM Investments’ Julian Howard says the intrinsic case for Chinese equities rests on the growth of China's economy and the relative under-representation of its capital markets in world indices.

7 min read
Multi Asset Perspectives 7 min read

Multi asset perspectives: Recovery versus stagnation

05 January 2020

GAM Investments’ Julian Howard outlines his latest multi-asset views, discussing the equity market’s counter-intuitive positive performance in the pandemic year of 2020 and the navigating investors will have to do around near-term recovery and long-term stagnation.

7 min read
Investment Opinions 6 min read

Multi asset perspectives: Drama and volatility

01 October 2020

GAM Investments’ Julian Howard outlines his latest multi-asset views, discussing the latter stages of the equity market rebound in Q3, the style rotation away from growth to value and why a Covid-19 vaccine is now critical for further progress in the near term.

6 min read
Investment Opinions 8 min read

Dollar demise or just a blip?

16 September 2020

GAM Investments’ Julian Howard discusses the recent weakening of the US dollar and why he believes the decline can be explained by near-term market forces, specifically interest rate differentials.

8 min read