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

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 misconcep...