Every party has to end sometime. That’s the troubling thought that’s been nagging at many investors this year, even as they’ve continued to profit from one of the longest-running bull markets for stocks in history. Positive economic trends and transformative changes in technology are helping many companies deliver standout returns—but is it time to get choosier about sorting winners from losers?

To answer that question as we roll into 2018, Fortune convened its annual roundtable of investment experts, which included Epoch’s Kera Van Valen, Managing Director and PM of the Grant Samuel Epoch Global Equity Shareholder Yield Funds.

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