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Beyond 60/40 Ep. 35: Q4 data, Blackstone, Portfolio Construction

In this episode of Beyond 60/40, Anastasia Amoroso, Chief Investment Strategist, analyzes iCapital's Q4 flow of funds data, highlighting the rising demand for private equity (PE) and private credit (PC), and discuss shifting preferences in real assets. We also welcome David Stubbs from Blackstone to share their optimistic 2025 outlook and investment strategies. Finally, Anthony Polemis shares the role of iCapital's goals-based portfolio allocator and new tools on Architect in revolutionizing alternative allocations, helping advisors build, analyze, and communicate the right portfolios for their clients.

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