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Julian Howard

Chief Multi-Asset Investment Strategist

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Global themes and experienced teams: An interview with Paul Markham - April 2025
15 April 2025

Steven Williams, Head of UK Distribution, talks to Paul Markham, Investment Director, Global Equities, about the themes driving global equity markets, the benefit of experience and the importance of maintaining longer-term conviction ahead of ‘tinkering’.

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Julian Howard Multi-Asset Views
15 April 2025

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9 April 2025

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GAM Alternatives launch event - Marc Lasry
April 2025

Sports investing is emerging as a scalable, uncorrelated asset class — from minority stakes in global clubs to women’s leagues with asymmetric upside.

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Scenario Economico Aprile 2025
7 Aprile 2025

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Q1 Multi-asset perspectives: Exceptionalism interrupted
04 April 2025

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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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Why we are positive on growth in China
11 March 2025

Steven Williams, Head of UK Distribution, talks to Jian Shi Cortesi, Investment Director, Asia/China Growth Equities, on the opportunities she sees in Chinese companies.

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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

Multi Asset Blog
Market relief, but for how long?
23 April 2025

Equities’ post-Easter rally partly reflects moderating rhetoric from the US administration. But with tariff policy up in the air and hopes of a U-turn looking optimistic, investors should keep their discipline to help achieve long-term goals.

Multi Asset Blog
The Trump Sentiment Slump
15 April 2025

Trumpenomics 2.0 is off to a bumpy start for US consumers, with inflation concerns, fears of layoffs and the stock market downturn impacting on both Wall Street and Main Street.

Investment Opinions
Q1 Multi-asset perspectives: Exceptionalism interrupted
04 April 2025

Julian Howard, GAM’s Chief Multi-Asset Investment Strategist, outlines his latest multi-asset views, exploring how high hopes for a strong start to America’s new golden age have been dashed amid a chaotic and unpredictable start to the new Trump administration. Attention is turning to other stock markets but American dominance can’t easily be replaced.

Investment Opinions
Make Europe (slightly) Great Again
27 March 2025

Europe-bashing has become fashionable for commentators in the last few years, but the economy may be showing signs of potential amid the Trump onslaught. Preconceptions about Europe’s stock market could also be changing.

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.