Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .In recent months, I have increasingly discussed the new world order. Note that I’m not capitalizing it, as I am not referring to the conspiracy theory that there’s one big shadow government ruling the world, but the phenomenonLeo Nelissen is a long-term investor and macro-focuse ...

分组1 - Sherry Paul from Morgan Stanley discusses market volatility, emphasizing it as a normal part of investing and indicating a shift from the 'Magnificent Seven' to 'magnificent thematics' such as AI automation and innovation [1][2] - The MAG7 companies are evolving into diversified holding companies, with traditional sector labels becoming distorted as tech firms venture into new industries [2] - Paul recommends an equal-weight approach for ETF investors to avoid over-concentration in mega-cap stocks and suggests focusing on the remaining 473 stocks in the S&P 500 for investment opportunities [2] 分组2 - Apellis Pharmaceuticals Inc. (NASDAQ:APLS) has an average upside potential of 47.33%, with Bank of America upgrading its rating to Buy, citing undervalued prospects for its drug Empaveli in treating rare kidney diseases [7][8] - Wells Fargo has reduced its price target for Apellis to $26 from $29, reflecting a slower-than-expected commercial ramp for Empaveli, while cutting revenue estimates for 2026-2030 by 20% to 50% [9][10] - Vera Therapeutics Inc. (NASDAQ:VERA) shows an average upside potential of 55.09%, with Bank of America raising its price target from $48 to $66 due to increased revenue forecasts for its lead drug [11][12] - Goldman Sachs and JPMorgan have also raised their price targets for Vera Therapeutics, reflecting a broader market potential and positive developments in its drug pipeline [12][13]

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]