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.
