By Erik Knutzen
Trade talks are important and may cause volatility, but they should not determine portfolio strategy.
Headlines on the front page of the newspapers have been propelling markets again over the past two weeks.
Earlier in the year, the dovish turn by the major central banks, the willingness of China's authorities to apply stimulus to the economy and positive messaging on trade negotiations from the U.S. administration supported a return to a pro-risk environment. Since the trade talks were abruptly thrown off course two weeks ago, markets have pitched about in response to