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 primarily influences market movements according to the first section?

• Tax cuts

• Infrastructure developments

• Trade tensions between the US and China

• Political events involving the President

Why is market certainty important, as discussed in the second section?

• It helps in making informed decisions

• It reduces the need for international exposure

• It increases political influence on markets

• It eliminates the risk of trade wars

What strategy is suggested to handle political uncertainty in the second section?

• Avoid US equities

• Focus solely on tax cuts

• Neutralize portfolios to benchmarks

• Invest heavily in international markets

What is the recommended approach to international exposure in the final section?

• Completely eliminate international exposure

• Increase international exposure significantly

• Maintain current levels without change

• Reduce international exposure and wait for trade war resolution

How should investors react if a trade war is prolonged, according to the final section?

• Ignore the trade war and focus on politics

• Invest more aggressively in equities

• Increase exposure to international markets

• Take more defensive measures