Markets Care About Trade Spat, Not Trump's Legal Woes, RiverFront Says

The video discusses how the market is more concerned with trade tensions than political events, particularly focusing on the US-China trade relations. It highlights the importance of certainty for market stability and outlines a strategy to maintain a neutral portfolio stance. The strategy involves being nimble and ready to invest if trade tensions resolve, while also being prepared to take defensive measures if a prolonged trade war occurs.

What does it mean to neutralize a portfolio in the context of market risks?

In what ways can a trade war impact US equities?