Aberdeen's Athey Favors Longer-Duration Bonds, Dollar

The speaker expresses a cautious and defensive investment stance, highlighting concerns about inflation and sovereign credit. They see value in defensive assets and strategies, particularly in long-term durations. The speaker also discusses currency markets, favoring the dollar over weaker emerging market currencies due to unjustified rapid changes not supported by fundamentals.

What is the speaker's opinion on the value of '10 year Aussie duration'?

How does the speaker view the dollar in comparison to other currencies?