I like to read the following paragraph more carefully later on.
Don’t try to trade around trade news!
One of the lessons that should come from observing what’s above is that trying to trade around these trade headlines is a potentially-treacherous exercise. With so much daily noise, we continue to recommend a disciplined strategy around diversification and rebalancing. Tied to that has been our sector strategy; which has been fairly “neutral” over the past year—having only one outperform rating (health care) and only one underperform rating (communications services). The remaining nine sectors have market perform ratings. That said, we have been generally emphasizing a somewhat-defensive positioning, with a bias toward sectors like health care; and utilities, REITs and consumer staples within the market perform-rated sectors.
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