Slight changes in performance is all that separates the leaders and the laggards in diminutive sector.
Ecclesiastical's Robin Hepworth plans to avoid the UK consumer sector for the next three to five years unless the market falls by 20% this year.
Ecclesiastical's Robin Hepworth has warned Western equity markets could fall as much as 10% when central banks finally act to tackle inflation.
FUND MANAGER FOCUS
Ecclesiastical's Robin Hepworth has been adding Japan exposure to Amity International on the belief stock markets are due to recover from years of underperformance.
Robin Hepworth has warned the UK faces another financial crisis if the major retail banks are not broken up. Hepworth, a senior fund manager at Ecclesiastical, says banks will have no incentive to act more cautiously if they remain at their current size....