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

9 min read

How inflation might just go away
09 May 2022

Amid loud consensus for ever-higher inflation, Julian Howard puts forward the case for cooling. He argues that the key drivers of inflation all have the potential to fade over the next year and, given the unpredictability of inflation, investors should not obsess with mitigating it.

Investment Opinions

7 min read

Multi asset perspectives: markets face onslaught from all directions
1 April 2022

GAM Investments’ Julian Howard outlines his latest multi asset views, exploring how the onslaught of pandemic, war and inflation leaves central banks with few good options

Investment Opinions

6 min read

Markets and war - an unlikely alliance
10 March 2022

As the Russia-Ukraine conflict continues, GAM Investments’ Julian Howard examines the historical relationship between war and markets and the potential long- and short-term implications of Russia’s invasion of Ukraine for the global economy.

Active Thinking

8 min read

Active Thinking
15 February 2022

At GAM Investments’ latest Active Thinking forum, three of our brightest investment minds discussed a brighter outlook for emerging market credit, the prospect of stagnation and the role of private equity in supporting the M&A market.

My Videos

Quarterly Manager Videos

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.