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Julian Howard

Julian Howard - Chief Multi-Asset Investment Strategist


Julian Howard is Chief Multi-Asset Investment Strategist.

He previously managed c. $2bn of investments across equities, bonds and alternatives for a diverse client base including institutions, charities, private clients and retail investors. He is responsible for strategic and tactical asset allocation as well as fund selection. Prior to joining GAM in 2007, he held roles at Henderson Global Investors, Insight Investment, Invesco Perpetual and JP Morgan Investment Management. Julian Howard holds a BA in History from Bristol University, the CISI Diploma, the CISI Investment Advice Diploma and the CISI Diploma in Investment Compliance. He is a CISI Chartered Wealth Manager and is based in London.

Julian Howard

Mis reflexiones

Multi Asset Blog
Fed fractures deepen, despite Powell's "Three and See" cut
11 December 2025 | Julian Howard

The Fed’s latest rate cut was widely expected and pleased markets. But with inflation running a full 1% above target and policymaker dissent growing ahead of Chair Powell’s departure, fiscal strains and stubborn long-term rates are clouding the outlook.

Multi Asset Blog
What's in store for the Federal Reserve?
01 December 2025 | Julian Howard

The US central bank is facing growing political pressure amid speculation over Chair Powell’s successor. With faster rate cuts potentially on the table, markets have been basking in the dovish glow. But, in time, consumers may thank those policymakers who tried to keep smouldering inflationary fires under control.

Outlook 2026
Fine-tuning portfolio resilience as markets diconnect from underlying fundamentals.
December 2025 | Julian Howard

Multi-Asset Solutions: “We remain firm believers in the case for structural engagement in equities over time.”

Multi Asset Blog
Autumn Budget aftermath: What next for UK markets?
28 November 2025 | Julian Howard

The UK Budget has finally passed with predictable grimness. It is unlikely to solve Britain’s multi-decade stagnation. UK-based investors can, however, capitalise on decline.

My Videos

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Julian Howard Multi-Asset Views
11 December 2025

Julian Howard Multi-Asset Views
Video

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Julian Howard Multi-Asset Views
01 December 2025

Julian Howard Multi-Asset Views
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Julian Howard Multi-Asset Views
17 November 2025

Julian Howard Multi-Asset Views
Video

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Julian Howard Multi-Asset Views
03 November 2025

Julian Howard Multi-Asset Views

My Awards

Citywire
Another Double win for GAM at the 2024 Citywire Investment Performance Awards
October 2024

GAM won awards in two categories: Best Large Firm – GAM Investments and Cautious Portfolio Award – Flexible Global Strategy.  Congratulations to Andrea Quapp, Julian Howard and the GAM Investment Solutions (GIS) group.

The annual wealth investment performance awards showcase the firms and strategies which delivered top risk-adjusted returns over a three-year period.

Full details of these awards and the independent methodology used are available here.

Capabilities
Double awards for GAM’s Multi Asset Class Solutions (MACS) strategies in Austria
November 2023

GAMs Multi Asset Class Solutions (MACS) strategies have been honoured by the Austrian GELD magazine, in two categories: Equity Fund of Funds (1st place) and Mixed fund of funds - flexible – conservative (3rd place). These awards recognise the best funds of funds in Austria.

Congratulations to Julian Howard and his team for their excellent performance and achievements.

Read more (in German) here.

Citywire
Double win for GAM at the 2023 Citywire Investment Performance Awards
October 2023

GAM won awards in two categories: Best Large Firm – GAM Investments and Cautious Portfolio Award – Flexible Global Portfolio.  Congratulations to Julian Howard, Phil Alexakis, Anisa Shek and Manveer Badesha from the London MACS investment team.

The annual wealth investment performance awards showcase the firms and strategies which delivered top risk-adjusted returns over a three-year period.

Full details of these awards and the independent methodology used are available here.

People
Two managers chosen for Citywire Wealth Manager 100
October 2022

Julian Howard and James McDaid have each been selected for Citywire Wealth Manager’s annual list of the 100 leading fund selectors across the UK and Channel Islands.

Click here to see the full list.