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Julian Howard

Chief Multi-Asset Investment Strategist

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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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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

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Pilot
Wednesday, December 11, 2024

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Introducing Steven Williams - Head of UK Distribution at GAM Investments
Thursday, December 5, 2024

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Scenario Economico Dicembre 2024
4 dicembre 2024

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Julian Howard on Markets
20 November 2024

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Julian Howard on Markets
06 November 2024

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Scenario Economico Luglio 2024
Tuesday, July 9, 2024

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Scenario Economico Giugno 2024
Thursday, May 30, 2024

Multi Asset Blog
US inflation hits 3%, a full 1% above target
13 February 2025

Sticky inflation could put Fed Chair Powell on collision course with President Trump, testing Fed’s independence.

Multi Asset Blog
Lunar New Year: China’s consumers splash out
05 February 2025

But beyond the Lunar New Year spending flurry there’s still little reason to be ‘over the moon’ about China’s economic outlook.

Investment Opinions
American Moment - can US stocks keep powering on from here?
30 January 2025

US equity returns have been disproportionate by long run standards. Economic fundamentals remain sound but market valuations are stretched. And, for investors, the start of the new Trump administration will matter – to a point.

Multi Asset Blog
Fed holds interest rates, risking ire of President Trump
30 January 2025

Amid a spate of potentially inflationary Trump policies, Fed resists pressure to cut rates, drops reference to inflation steadily coming down.