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.
Henderson has reported net outflows of £2.1bn in the first half of 2012 as second quarter retail outflows hit AUM amid difficult markets.
More than two-thirds (69%) of advisers think multi-manager funds will get a boost from the Retail Distribution Review (RDR), an industry poll has found.
Equity markets around the world have struggled to make headway this year, with many major indices giving up gains made early on to leave them standing flat or down for 2012.
Henderson Global Investors is making its institutional share classes available to retail investors, and launching a range of 0.75% share classes, ahead of the Retail Distribution Review (RDR) deadline.
The current crisis in Spain will result in Spanish bank bondholders taking severe haircuts, after a similar scenario in Ireland last year, Henderson Global Investors says.
Funds from 24 asset managers have made it onto S&P Capital IQ's list of the best funds with a decade-long track record.
The worse-than-expected decline in UK GDP is likely to spur the Bank of England into injecting another £50bn into the economy next month, said Henderson's Simon Ward.