On the latest episode of Beyond 60/40, host Sonali Basak, Chief Investment Strategist of iCapital, is joined by Cameron Dawson, Chief Investment Officer at NewEdge Wealth, to talk about how technology, especially AI, is reshaping alternative investments. Tune in to hear how investors can adapt their strategies in this changing landscape to keep up.
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On the latest episode of Beyond 60/40, host Sonali Basak, Chief Investment Strategist of iCapital, is joined by Cameron Dawson, Chief Investment Officer at NewEdge Wealth, to talk about how technology, especially AI, is reshaping alternative investments. Tune in to hear how investors can adapt their strategies in this changing landscape to keep up.
Beyond 60/40 Ep. 35: Q4 data, Blackstone, Portfolio Construction
iCapital: Beyond 60/40
21 minutes
7 months ago
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 discusses 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 revolutionizin...
iCapital: Beyond 60/40
On the latest episode of Beyond 60/40, host Sonali Basak, Chief Investment Strategist of iCapital, is joined by Cameron Dawson, Chief Investment Officer at NewEdge Wealth, to talk about how technology, especially AI, is reshaping alternative investments. Tune in to hear how investors can adapt their strategies in this changing landscape to keep up.
