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Semiconductor Industry Secular and Cyclical Factors

Anastasia Amoroso, iCapital Chief Investment Strategist, explores the secular and cyclical factors driving the semiconductor industry forward in the latest Private Market Pulse segment of Beyond 60/40. Since 2023, semiconductor stocks have been on a tear, with the broad semiconductor index (SOX Index) surging +87%, surpassing the S&P 500's gain of +32% by nearly threefold. Downside protection from a structured note investment is one way to break into the space.

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3:45
Beyond 60/40 Ep. 32: Highlights from 2024
Beyond 60/40 Ep. 32: Highlights from 2024
22:32
Monthly Alts Pulse Ep. 14
Monthly Alts Pulse Ep. 14
22:33
Beyond 60/40 Ep. 31: 2025 Market Outlook, Private Credit, and AI tools
Beyond 60/40 Ep. 31: 2025 Market Outlook, Private Credit, and AI tools
23:27
Beyond 60/40 Ep. 30: Alternatives Decoded in LATAM and Diverse Portfolios
Beyond 60/40 Ep. 30: Alternatives Decoded in LATAM and Diverse Portfolios
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Beyond 60/40 Ep. 29: Alternatives Adoption & Structured Product Management
Beyond 60/40 Ep. 29: Alternatives Adoption & Structured Product Management
16:11
Beyond 60/40 Ep. 28: AI & Expansion of Alternatives in Asia
Beyond 60/40 Ep. 28: AI & Expansion of Alternatives in Asia
23:11
Beyond 60/40 Ep. 27: Commercial Real Estate and Defined Outcome Investing
Beyond 60/40 Ep. 27: Commercial Real Estate and Defined Outcome Investing
0:19
Thank You for Trusting iCapital with $200B in Global Platform Assets
Thank You for Trusting iCapital with $200B in Global Platform Assets
4:00
Lawrence Calcano Reflecting on iCapital's $200B Milestone
Lawrence Calcano Reflecting on iCapital's $200B Milestone
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Beyond 60/40 Ep. 26: Global Alternative Investing
Beyond 60/40 Ep. 26: Global Alternative Investing
27:33
Monthly Alts Pulse Ep. 12
Monthly Alts Pulse Ep. 12
21:32
Beyond 60/40 Ep. 24: Private Credit
Beyond 60/40 Ep. 24: Private Credit
32:04
The 19th Hole Beyond the Green: Larry Fink
The 19th Hole Beyond the Green: Larry Fink
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Monthly Alts Pulse EP 11
Monthly Alts Pulse EP 11
25:29
Beyond 60/40 Ep. 23: Value Proposition of Private Equity
Beyond 60/40 Ep. 23: Value Proposition of Private Equity

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