Grim outlook spurs firm to cut Patrimoine fund’s equity holding to 7%.
Liontrust co-manager says concerns with capacity will not stymie his £1.5bn portfolio.
Artemis manager increases his exposure to US banks at expense of China.
Government also plans exit Lloyds Banking Group position early next year.
Portfolio will seek to deliver income above the market average for pan-European stocks.
Fund buyers swap passive funds as worries mount over US headwinds.
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