With the bears on a rampage, it is increasingly incumbent on those of us who regard ourselves as cautious optimists to get real about what could go wrong, writes David Stevenson.
Mark Robinson, chief investment officer of Bordier (UK), explains why despite the slowdown in China, the backdrop still looks reasonably favourable for many countries.
Allows investors to manage currency volatility
Credit team warns of repeat of Lehman crisis
Increasing signs of stress have been creeping into credit markets says Matthew Dickens, senior research analyst at Ingenious Asset Management.