Corebridge Financial: This Leader Remains Cheap, I See Upside Ahead

Core Insights - The market cycle has revealed distinct winners and losers, particularly highlighting the peak of speculative stocks in March 2021, which included microcaps and small tech firms [1] Group 1: Market Trends - The peak of speculative stocks occurred four years ago, with significant highs in March 2021 [1] - Areas such as microcaps and small tech firms, often associated with Cathie Wood's investment strategies, were notably affected during this peak [1] Group 2: Investment Strategies - The article emphasizes the importance of thematic investing and understanding macro drivers of various asset classes, including stocks, bonds, commodities, currencies, and crypto [1]