Henderson

ON BONDS

THE BIQ QUESTION

Henderson's Richard Pease has predicted a ‘stampede' into European equities as soon as the government bond bubble bursts and investors begin demanding better real returns.

Threadneedle vice chairman Sarah Arkle has stepped down from the role and is set to take up a non-executive director position at Henderson.

Henderson has reported net outflows of £2.1bn in the first half of 2012 as second quarter retail outflows hit AUM amid difficult markets.

Henderson is to close its Japan Absolute Return fund and merge away two other vehicles in the latest phase of its fund rationalisation process.

ASIA

Investors' ongoing fears over the state of the global economy will continue to support bond fund demand in the short term, overshadowing concerns from the regulator they could exit en masse, managers have said.

Industry veterans Richard Buxton and Alastair Mundy, alongside rising stars including Stuart Rhodes, have been shortlisted for this year's Morningstar OBSR Honours awards.

Charlie Awdry, manager of Henderson's China Opportunities fund, looks at why a bottoming out of power output in China could be a sign the economy is set to turn.