'Sell everything'? Managers reveal coping strategies for turbulent markets

In the second part of this special Big Question feature, investors and managers explain their portfolio positioning during a tough start to the year.

Click here for part one Julian Chillingworth, chief investment officer, Rathbones Fear driving markets This has been the worst first-half of January since 1928, but we think fear is the primary driver of markets right now. A prolonged bear market has not occurred without the US falling into recession, and by no measure is the world's largest economy approaching one. Instead, the US boasts strong employment growth, rising consumer confidence and robust PMIs. We think it is more important than ever to carefully consider stocks with an eye on security of earnings. Companies that h...