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Julian Howard

Chief Multi-Asset Investment Strategist
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Scenario Economico Luglio 2025
7 luglio 2025

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Global Equities and the Evolving World Order
June 2025

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Julian Howard Multi-Asset Views
25 June 2025

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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.

Investment Opinions
Q2 Multi-asset perspectives: Chaos and calm
09 July 2025

Julian Howard, GAM’s Chief Multi-Asset Investment Strategist, outlines his latest multi-asset views, exploring how an almost unprecedented period of turmoil has been greeted by relative calm in global stockmarkets. However, a lack of consensus across asset classes points to opportunities and risks for investors looking for diversification.

Multi Asset Blog
Fed quietly waits and sees for now
25 June 2025

Amid the noise and chaos of tariffs and conflict in the Middle East, it is easy to forget about the humble Federal Reserve (Fed) whose job is to ‘just’ set the benchmark interest rate, which helps to price all assets.

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?

Our Thinking
Upcoming events
Investing in Insurance-Linked Securities (ILS): Why and How to Access
10 & 11 September 2025

Join our webinar series on Insurance Linked Securities (ILS) and explore why and how to access them. ILS offer a compelling opportunity for portfolio diversification, with historically strong, uncorrelated returns, even during periods of market stress. As climate and catastrophe risks evolve, ILS is emerging as a powerful tool for building resilience and accessing new sources of return.

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.

View all events
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