Key Developments Since the Global Financial Crisis by Cambridge Associates

In this report, the global investment strategists at Cambridge Associates briefly highlight five key post–global financial crisis (GFC) developments. Our Chief Investment Strategist Celia Dallas then offers her thoughts on how investors might adapt their portfolios to these changes. The six sections are as follows:

• Monetary Policy: From Quantitative Easing to Quantitative Tightening
• A Muted Recovery for Banks Following the GFC
• Tech Is Driving Portfolio Returns
• Populism Rises in Popularity
• Active Equity Management Is Down, But Is It Out?
• Portfolio Implications of Five Key Post-GFC Developments