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Q3 2025 Outlook Special; 'Alpha in the Aftermath: Moving Beyond the 60/40'
Recorded July 15, 2025.
We're just past the half way mark of one of the most geopolitically and politically volatile years for decades - yet key digital assets are continuing to set new highs.
On the face of it, it's a classic set-up for a significant pullback, maybe exacerbated by simmering inflation and questionable growth, combined with rising skepticism on earnings, amid lofty valuations.
Still, considering Bitcoin's historical asymmetric risk-adjusted return profile, the outlook's almost certainly going to be more nuanced.
That makes the CF Benchmarks Q3 outlook report an essential guide…
The skinny
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