U.S. 30-Year Treasuries Favored, Aviva Investors Says

The video discusses the US market's defensive nature amid uncertainties like trade wars and impeachment risks. It emphasizes the need for balanced portfolios, favoring 30-year Treasurys and equities. The S&P 500's high valuation is seen as vulnerable, with potential global market impacts. The discussion shifts to Brexit, noting reduced no-deal risks and the pound's uncertainty. The video advises caution in currency positions due to potential sharp recoveries.

What does the speaker suggest about investing in Treasurys versus equities?

What potential outcomes does the speaker consider regarding the Brexit situation?