The dollar is 'going out of fashion' for investors: what would be the new world economic order

TL;DR

Investors are reducing exposure to the dollar and US stocks.
Capital is increasing in international assets, particularly in Europe and Japan.
US trade policies have raised doubts about the relative strength of US assets.
European and Japanese stock funds have attracted significantly more capital than US funds this year.
The S&P 500 has underperformed international indices.
A dollar indicator has fallen significantly since the end of 2024.
Emerging market commodity producers may benefit from increased demand linked to AI.
Investors are showing less exposure to China and India.
Recent movements indicate a transition in international capital flows, favoring diversification outside the US.

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