Simon Callow has opened five new positions in the CF Miton Diversified Growth fund which he thinks will perform strongly as the UK equity market breaks out into a higher trading range.
London's leading share index is flat in early trading as investors keep their powder dry ahead of a number of key economic data points being released later this week.
Mining stocks have driven the FTSE 100 to a four year high, boosted by better than expected Chinese growth figures.
After a strong run in equity markets, with the FTSE soaring through 6,100 in the first month of 2013, could history repeat itself via a pullback or even a full-blown correction in the spring months?
The FTSE 100 has had the best start to a year since 1999 as investors pour billions back into global equities.
The FTSE 100 closed at its highest level since May 2008 yesterday as investors continued to snap up cyclical names, including the UK's semi state-owned banks.
2012 was a mixed year for markets, with developed market equities recovering from a summer sell-off to make marginal gains, while some segments of the property and bond markets outperformed.
Querns' Stephen Whittaker is backing consumer and financial stocks to outperform in 2013, following an overhaul of his income portfolio last year and the departure of co-manager Phil Roantree.