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