Mid-cap stocks have suffered a harsh and indiscriminate sell-off in recent weeks, and managers have pointed to liquidity concerns as a possible trigger for the falls.
‘I am more cautious on UK growth than the crowded consensus’
UK election countdown: The start of a volatile year?
The FTSE 100 has soared to its highest level since early 2000, as mining and housing stocks boost the blue-chip index at the start of the week.
Sell-off gives Watts 'another bite of the cherry'
Fund managers are backing miners as a key income play this year, predicting the largest names in the sector will ramp up their dividend payouts after a poor first quarter.
The pace of the economic recovery in the UK has taken economists by surprise in the last year, prompting a number of upwards revisions for GDP growth.
M&G's Tom Dobell has been upping his stake in the firm he described as formerly the "worst-run company" in the FTSE 100 in anticipation of a change of fortunes for the business.