Canada Life Investments' Eugene O'Neill also explores which UK stocks are paying above index yields
Anthony Cross and Julian Fosh have made rare additions to their Liontrust portfolios, and Standard Life Investments' Ed Legget has bought a raft of new stocks as the shape of the UK market begins to change.
The bull run in UK mid caps could be coming to an end, with multi-managers starting to sell down top-performing funds in the sector and growth fears threatening consumer facing names.