Part III: Where next for the value comeback and how are you gaining exposure?

In the third part of a short series, managers tell Investment Week which value plays still look attractive after a strong run this year.

Nicolas Simar, head of equity value, NN Investment Partners Cyclical winners  Valuation dispersions within equity markets hit a multi-year high during summer 2016 in a post-Brexit world. Europe was the place offering the highest intra-sector dispersion, and therefore the greatest opportunity for a value comeback.  Positive macro developments across the globe, combined with recovering profits, triggered a significant rotation towards value in H2 2016, with Donald Trump's election adding more fuel to the reflation theme and accelerating the rotation. The first wave of the value reco...