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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

Investment Blog
US PCE inflation cools as expected
28 June 2024

But firm spending on goods like software and autos raises doubts that the inflation battle has yet been won.

Investment Blog
UK interest rates left unchanged at 5.25%
20 June 2024

Path set for August easing but market concerns over Labour government spending may pressure sterling and ‘import’ inflation

Opinioni d'investimento
Don’t overthink the US election
19 June 2024

Five months ahead of the US election, the socio-political discourse has rarely been more fraught. For investors, the connection between politics and markets is natural, but evidence points to markets continuing to be largely agnostic.

Investment Blog
Fed leaves interest rates unchanged, as expected
12 June 2024

Amid inflation outlook uncertainty, official guidance now points to only one cut in 2024.

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.