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Julian Howard

Chief Multi-Asset Investment Strategist
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Julian Howard Multi-Asset Views
16 June 2025

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Scenario Economico Giugno 2025
5 giugno 2025

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Paul McNamara in conversation with Gramercy
June 2025

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Emerging Market Debt – Introducing Gramercy
June 2025

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Julian Howard Multi-Asset Views
04 June 2025

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Julian Howard Multi-Asset Views
21 May 2025

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Introducing GAM Invesments' European Equities Team
May 2025

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Julian Howard Multi-Asset Views
07 May 2025

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GAM Alternatives launch event - Christian Munafo
April 2025

Providing liquidity to early investors in private, late-stage growth companies—especially those powering AI infrastructure.

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GAM Alternatives launch event - Maximilian Tomei
April 2025

Relative value strategies built on real-time commodity flow insight and global dislocations.

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Scenario Economico Maggio 2025
5 maggio 2025

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Julian Howard Multi-Asset Views
30 April 2025

Multi Asset Blog
Drama and calm, all at once
16 June 2025

Israel’s strike on Iran sparked a predictable immediate reaction, with oil rising and equities falling. But, in a microcosm of the post-Liberation Day market moves, stocks soon recovered. While the US economy appears sound and retail investors relaxed, gold is telling us a very different story, underlining the value of effective diversification.

Investment Opinions
A big, beautiful burden
17 June 2025

Global long-dated bond yields have jumped in recent weeks. This increases the cost of capital for economies and corporations. The main culprit is the US spending bill. Can it be reined in?

Multi Asset Blog
Big, yes, but beauty is in the eye of the beholder
04 June 2025

With President Trump’s tax bill set to add trillions to US government debt and potentially fuel inflation, a bond buyers’ strike could test the ‘TACO’ theory ahead of the 4 July Senate vote.

Multi Asset Blog
Inflation – where are we now?
21 May 2025

With US inflation lingering above target, tariff uncertainty persisting and major retailers warning of looming price hikes, the risk of consumer belt-tightening is real. As uncertainties abound, the case for effective diversification in multi-asset portfolios grows ever stronger.

Our Thinking
On Demand
GAM Alternatives - Beyond Capital Preservation
9 April 2025

GAM has a heritage of pioneering access to best-of-breed investment managers. As part of GAM’s return to our original alternatives DNA, we are excited to present this exclusive launch event, held on 9 April 2025.

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