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Julian Howard

Julian Howard - Investment Director, Multi Asset Class Solutions (MACS) London


Julian Howard è Lead Investment Director delle soluzioni Multi Asset di GAM.

Julian gestisce circa 2 miliardi di dollari di investimenti in azioni, obbligazioni e strumenti alternativi per una clientela diversificata che comprende istituzioni, enti di beneficenza, clienti privati e investitori retail. È responsabile dell'asset allocation strategica e tattica e della selezione dei fondi. Prima di entrare in GAM nel 2007, ha ricoperto ruoli presso Henderson Global Investors, Insight Investment, Invesco Perpetual e JP Morgan Investment Management. Julian Howard ha conseguito una Laurea in Storia presso l'Università di Bristol, il CISI Diploma, il CISI Investment Advice Diploma e il CISI Diploma in Investment Compliance. È un CISI Chartered Wealth Manager e risiede a Londra.

Julian Howard

Approfondimenti

Opinioni d'investimento
Big is still beautiful
15 May 2024

Larger US companies continue to dramatically outperform their smaller peers, with the credit environment acting as a tailwind for the biggest US companies. The combination of high interest rates and huge cash reserves is also a fillip for corporate titans.

Opinioni d'investimento
Yes, we really could go on like this
10 April 2024

US stocks have been defying higher interest rates consistently since October 2022, rising by around 40%. At the same time, the US economy has accelerated even as inflation has been cooling. Either something is about to break, or a profound change could propel stocks onwards.

Opinioni d'investimento
Q1 Multi asset perspectives: A new era?
05 April 2024

Julian Howard, GAM’s Lead Investment Director of Multi-Asset Class Solutions (MACS) London, outlines his latest multi-asset views, exploring how the economy is growing without excess inflation and markets are progressing despite high interest rates.

Opinioni d'investimento
Boom and gloom: should we worry about unhappy US consumers?
7 March 2024

The US is experiencing strong economic growth, abundant jobs and positive real wages. But puzzlingly, US consumer surveys reveal a deep and persistent dissatisfaction. Are we on the cusp of a self-fulfilling prophecy, or do further good times lie ahead?

My Videos

Active Thinking

10:54 secondi

Multi Asset Solutions – Julian Howard
19 ottobre 2023

Julian Howard riflette sulla combinazione tra le valutazioni tirate e il premio per il rischio azionario ridotto che hanno reso le azioni meno interessanti nel breve termine. A suo giudizio, l’azionario resta comunque appetibile nel lunghissimo termine. Howard esamina anche i punti di forza strutturali della Cina nel lungo periodo.

Active Thinking

11:58 secondi

Multi Asset Solutions – Julian Howard
28 July 2023

Julian Howard shares his summary of Q2’s events and his outlook for the rest of 2023. He also discusses the investment implications of artificial intelligence (AI) and some factors he’s keeping the closest eye on. Despite this year’s narrow tech-led stock market rally, and some stretched valuations, he also outlines a scenario which could make equities look much better value into the turn of the year.

My Awards

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.

People
Three GAM Investment Solutions managers chosen for Citywire Wealth Manager 100
October 2020

Charles Hepworth, Julian Howard and James McDaid from GAM Investment Solutions have each been selected for Citywire Wealth Manager’s annual list of the 100 leading fund selector across the UK and Channel Islands.