Beyond 60/40
Beyond 60/40
Podcast Description
Hosted bi-monthly by Chief Investment Strategist, Anastasia Amoroso, each episode of the Beyond 60/40 video series brings financial advisors the latest market news, thought-provoking interviews and insights with alternatives industry leaders. We will be inviting guests from fintech with the latest technology insights in the alternatives landscape. Beyond 60/40 is to take a deep dive into alternative investments. The show is devoted to investment ideas beyond traditional 60/40 stock and bonds, focusing on ideas such as; real estate, private equity tech and structured investments. Alternative investments have lived on the periphery of the global investment landscape, but in the last few years made their way into the mainstream. In just 15 years, alternatives have grown from 6% to 14%, making $13.4 trillion of the global market in 2018, and they're expected to grow between 18-24% by 2025. Because of this, there are often questions and education Beyond 60/40 is uniquely positioned to provide answers and insights.
Podcast Insights
Content Themes
This podcast dives into themes such as alternative investments, market analysis, fintech developments, and investment strategies. Specific episodes include discussions on the booming private credit market in the 2025 Market Outlook, the role of AI in investment management, and insights on commercial real estate in the context of current economic conditions.
Each episode of the Beyond 60/40 video series brings financial advisors the latest market news, thought-provoking interviews and insights with alternatives industry leaders. We will be inviting guests from fintech with the latest technology insights in the alternatives landscape.
Beyond 60/40 is to take a deep dive into alternative investments. The show is devoted to investment ideas beyond traditional 60/40 stock and bonds, focusing on ideas such as; real estate, private equity tech and structured investments. Alternative investments have lived on the periphery of the global investment landscape, but in the last few years made their way into the mainstream. In just 15 years, alternatives have grown from 6% to 14%, making $13.4 trillion of the global market in 2018, and they’re expected to grow between 18-24% by 2025. Because of this, there are often questions and education Beyond 60/40 is uniquely positioned to provide answers and insights.
In Episode 50 of Beyond 60/40, host Sonali Basak, iCapital’s Chief Investment
Strategist, sits down with Anshul Sharma, Chief Investment Officer at Savvy
Wealth, to explore how advisors are navigating today’s market environment.
They discuss the breakdown of the traditional 60/40 portfolio, the
accelerating shift toward alternatives, and how private markets, structured
investments, and defined outcome solutions are reshaping portfolio
construction.
Anshul also breaks down common misconceptions around liquidity, how
semi-liquid structures fit into a modern allocation, and why technology is
becoming essential for advisor efficiency—saving teams 15–20 hours per
week by streamlining compliance, trading, and monitoring.
Finally, they examine the growing role of AI in powering insights and
elevating the client experience.
Watch on YouTube: https://bit.ly/4rJEMGV
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