How to play the "sell U.S." trade

Group 1 - The trend of moving investments away from US assets is gaining momentum, with firms like BlackRock and PIMCO indicating a shift towards emerging markets due to unpredictable US policies [3][4] - The Israel ETF has seen a significant increase of 43%, while other markets like Brazil and emerging markets have also performed well, suggesting a broader global investment interest [2] - Institutional investors in various countries are increasingly investing in their own markets rather than sending capital to the US, indicating a shift in investment strategies [9] Group 2 - The US dollar has weakened by 9% over the past year, which is influencing investment decisions and contributing to the diversification away from US assets [11] - The global investment landscape is evolving, with many countries implementing market reforms to strengthen their capital markets, making them more attractive to investors [8] - The discussion around potential interest rate cuts in the US contrasts with the situation overseas, highlighting differing economic conditions that may affect investment flows [10]