Livewire recently asked Sean Fenton of Tribeca, Vince Pezzullo of Perpetual, and Simon Shields of Monash to share their views as to whether the trend that emerged last year, whereby growth stocks struggled and cyclicals rallied, could continue through 2017. Following on from their enlightening responses, we asked our three contributors how their view is impacting their fund positioning, which areas they are avoiding, and finally, for an example of a stock that demonstrates their investment thesis. Click below to read which three stocks from the telco, chemical, and retail sectors they nominated for Livewire’s first buyside brief of 2017.