On January 27, Sherry Paul, a senior portfolio manager at Morgan Stanley, appeared on CNBC’s ‘Closing Bell’ to discuss whether more volatility is ahead, following a volatile week in the market. Paul clarified that volatility is a standard part of investing that signifies something emergent rather than something inherently bad. She believes that the market is moving away from the ‘Magnificent Seven’ and toward what she calls ‘magnificent thematics.’ These themes include the new world order, AI automation, in ...

Group 1 - The U.S.-led "rules-based international order" established post-World War II is coming to an end, leading to a more transactional and anarchic global political landscape [2] - The transition towards a new world order is likely to be less favorable for the U.S., indicating a significant shift in global dynamics [2] - In this context of global disorder, financial tools and assets that are not controlled by any single state, such as Bitcoin, may become more attractive [3][5] Group 2 - The politicization of international payments and capital flows suggests that countries will seek alternatives to reduce dependence on rivals, with Bitcoin potentially serving as one such alternative [5] - The proposal by India's central bank to link the central bank digital currencies (CBDCs) of BRICS nations indicates a trend towards a more fragmented global financial system [6] - This fragmentation may hinder U.S.-based investors' access to various international investments due to geopolitical factors [6]

Core Viewpoint - The article discusses the challenges investors face in adapting to a potentially new world order, suggesting that many may overlook significant changes in the global landscape [1] Group 1 - Investors may find it difficult to envision a new world order, leading to a tendency to ignore its implications [1] - The evolving geopolitical landscape could create both opportunities and risks for various sectors and companies [1] - The article implies that a lack of awareness regarding these changes may hinder investment strategies and decision-making [1]