More room for growth from energy

In a world where returns are low across the board, buying heavily into the energy theme is going to be the way to bolster gains. That was one of the major predictions of Dean Cheeseman, head of UK equity analysis for Forsyth Partners. He said: "In the US fund managers continue to veer away from energy. We would suggest if you have a US-orientated portfolio, you should check your energy weighting. We think this is a theme that has far longer to run. "Advisers should check their clients' portfolios and look at the constituents of the funds they hold. See what the underlying exposure to ener...