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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

8 min read

Land of confusion
23 May 2023

Benign markets are increasingly at odds with the underlying economic picture. GAM Investments’ Julian Howard examines what, if anything, investors should be doing as a result.

Investment Opinions

8 min read

Capital Preservation, ‘Solved’ (for now)
27 April 2023

Most investors require some ‘smoothing’ of volatility to meet future liabilities. The portfolio construction response to this arguably lies in ironing out the downdrafts of a stock-dominant portfolio without excessively holding back upside potential. Julian Howard explores how ever-higher short-dated yields may offer a profound, though temporary, solution to this dilemma.

Investment Opinions

6 min read

Multi Asset Perspectives: The trouble with interest rates
06 April 2023

GAM Investments’ Julian Howard outlines his latest multi asset views, exploring how, undeterred by the transatlantic banking crisis, policymakers’ focus on inflation and rates will hamper short-term market progress.

Investment Opinions

7 min read

Goldilocks and the interest rate bear
23 March 2023

On the surface, the economic backdrop appears to have improved in recent months, with some commentators having seized upon this as evidence of a new ‘goldilocks’ period in the economy. GAM Investments’ Julian Howard examines whether this is a realistic scenario over the short-, medium- and long-term.

Our Thinking

My Videos

Active Thinking

11:28 min watch

Multi Asset Solutions – Julian Howard
14 February 2023

Julian Howard looks back at the events of 2022 and the turning point that occurred in October, highlights the diversification benefits of a multi-asset approach, describes the ‘credibility corridor’ faced by central banks and says that over the very long term he is always likely to be structurally engaged in equities.

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.

Active Thinking

7:16 min watch

Multi Asset Solutions – Julian Howard
09 May 2022

Julian Howard discusses repricing following a rise in yields along with the importance of inflation and the difficulties of a sustained inflationary environment.

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