In the third part of a short series, managers tell Investment Week which value plays still look attractive after a strong run this year.
Launching IPO in mid-February
Trump and production cut creating uncertainty
Moody's downgraded sector outlook to 'negative'
Oil soared to over $50 a barrel
As 2017 approaches, sustainable investment is high on the agenda for many fund managers and experts. Here, they reveal which areas will make headlines and how they will gain exposure to them within their portfolios.
To say that markets have been unkind to alternative energy equities is an understatement. The sector, as represented by the WilderHill Clean Energy index (ECO index), is down 78% since July 2008 and down 61% since 2011.
Herd mentality in markets
Guinness AM's Matthew Page, co-manager of the Global Equity Income & Global Innovators funds, gives his take on the value and limitations of meeting company management.
Commentators see 'natural rebalancing'
Will target EM exploration basins
Five year anniversary
Fund managers reveal telecoms, housebuilders and retail as some of the sectors they believe will be able to continue their strong run in 2016, alongside the trouble spots.
Rising stars of the industry
IT companies have historically preferred to reinvest or acquire rather than distribute profits to shareholders, but this is now changing says Guinness AM's Matthew Page.
Edmund Harriss, manager of the Guinness Asian Equity Income fund, says Asian countries have proved resilient to recent financial and commodity crises by becoming integrated manufacturing hubs that are not dependent on commodities
It has been several weeks since Jason Pidcock announced he is leaving his post as manager of the Newton Asian Income fund, after a decade at the helm, to set up a similar strategy for Jupiter later this year.
Given their recent years of easy credit and higher oil prices, US shale companies may struggle to adapt to the fall in oil prices seen over the past six months, says Jonathan Waghorn, co-manager of the Guinness Global Energy fund
Warren Buffett sold out of two of his energy stocks - including his position in the world's largest energy company ExxonMobil - as the oil price collapse accelerated at the end of last year.
Guinness Asset Management is to close the 'Z" share class on its Global Equity Income fund to new investment as of the end of April.
Guinness founder and CIO Tim Guinness has said the problems in Greece will not spark a fresh banking crisis even if the beleaguered nation is forced to exit the euro.
Guinness Asset Management chief executive Tim Guinness believes the price of Brent crude oil will fall to as low as $40 a barrel - and then rebound sharply.
Has the commodity further to fall yet?
Guinness Global Innovators