Rethinking the 60/40 portfolio
In this episode, Aaron Mulvihill, Global Alternatives Strategist, is joined by Ashmi Mehrotra, Global Co-Head of J.P. Morgan Asset Management’s Private Equity Group, and Jeremy Beal, Head of Products and Advisory Solutions at Morgan Stanley Wealth Management. The discussion covers how access to alternative investments is expanding to more investors, current developments in private equity and the role these assets can play in today’s investment portfolios. Timestamps (00:00) Introduction (1:04)Alternatives industry evolution (4:45) Private equity evolution (8:00) Democratization of alternatives (11:25) Private equity in portfolios (19:35) Client conversations (21:40) Investment vehicle structures (24:00) Rethinking the 60/40 portfolio
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Taking stock of today’s markets
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Saving smarter for college
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Investing in national security
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The Death of the 60/40 Portfolio? | The Informed Investor 30
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A Conversation with Nvidia CEO Jensen Huang | Global Conference 2025
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Why is asset allocation so important?
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Making sense of geopolitical risk
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How will portfolios evolve with inflation, credit and innovation?
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Christine Lagarde - President of the European Central Bank | Podcast | In Good Company
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The fundamentals of alternatives
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Leading in the Age of AI: A Conversation with NVIDIA CEO Jensen Huang | Global Conference 2026
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The 60/40 Portfolio is Alive and Well | Here's Why
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Stan Druckenmiller | Podcast | In Good Company | Norges Bank Investment Management
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Practical Alternatives to the 60-40 Portfolio | Building Robust Multi-Asset Class Strategies
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Absolute return strategies & trouble in private credit?
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Choosing an Asset Allocation (How Much in Stocks vs. Bonds?)
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Exclusive Interview With Nvidia CEO Jensen Huang (Full Special)
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Demystifying Managed Futures: The Power of Trend Following ETFs
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Watts, Wafers, and the Future of AI Infra | Gavin Baker
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