In the third part of a short series, managers tell Investment Week which value plays still look attractive after a strong run this year.
The White House will have power to appoint governors
Fearful of trade war
Threat of trade wars
Lack of faith in US President
Taking global approach to small cap
The US is in the midst of regime change. We are still waiting to see how much of his 100-day plan US President Donald Trump will - or can - put into effect, but fiscal stimulus and spending plans on the scale proposed could be transformative.
Rapid improvement on 2016
Does not want to 'wait to long' on rates
Market trends for 2017 unpredictable
Managed by Tim Butler, Mike Clulow and Joel Rubenstein
Rising wages and inflation
Proposed lower taxes and cash repatriation
Inflows of $61.2bn in January
Creates 'favourable tailwinds' for Asia
Fed expected to raise rates twice
Managed by Priya Kodeeswaran
Worries over cyber security
Valentine's Day special
What will be Trump impact?
Affected by dollar moves
Particularly small cap and domestic companies
It is likely that the value rally in equity markets has largely played out and how the current 'value-versus-growth' dynamic continues in 2017 depends on a confluence of factors.