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Julian Howard

Chief Multi-Asset Investment Strategist

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Julian Howard Multi-Asset Views
19 March 2025

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Julian Howard Multi-Asset Views
14 March 2025

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Scenario Economico Marzo 2025
10 marzo 2025

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Julian Howard Multi-Asset Views
27 February 2025

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Julian Howard Multi-Asset Views
17 February 2025

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Scenario Economico Febbraio 2025
10 febbraio 2025

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Julian Howard Multi-Asset Views
06 February 2025

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Opportunities in Private Markets: An interview with Kevin Moss - February 2025
February 2025

GAM Investments Steven Williams discusses opportunities in private markets with Kevin Moss of Liberty Street Advisors.

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Opportunities in Private Markets: An interview with Kevin Moss - February 2025
February 2025

GAM Investments Steven Williams discusses opportunities in private markets with Kevin Moss of Liberty Street Advisors.

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Julian Howard on Markets
31 January 2025

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Julian Howard on Markets
16 January 2025

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Julian Howard on Markets
10 January 2025

Multi Asset Blog
Fed delays its tough choice
19 March 2025

President Trump’s ‘shock and awe’ policy approach has created uncertainties for consumers and businesses, in the short term at least, as well leaving the Fed with tricky decisions ahead.

Multi Asset Blog
US equities flirt with correction territory
11 March 2025

Despite selloff amid President Trump’s ‘shock and awe’ policy approach, sound US economic and market fundamentals should provide a valuations floor – eventually.

Multi Asset Blog
Nvidia revenues power ahead
27 February 2025

But with the AI chipmaker’s results leaving investors wanting even more, the case for diversification grows stronger.

Investment Opinions
Diversification in the era of Trump
27 February 2025

The US stock rally and an unnerving start to Trump 2.0 mean it’s time to talk about diversification. Traditional diversifiers - government bonds - may not be the answer this time though. But an array of alternatives is available to investors, some hidden in plain sight.