Beyond 60/40 Ep. 50: How Advisors Navigate Alts, Tech, & Market Volatility
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Beyond 60/40 Ep. 50: How Advisors Navigate Alts, Tech, & Market Volatility
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概要
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