In this episode, Australian Ethical deputy CIO and head of multi-asset, John Woods, discuss how their allocation into defensive assets, particularly government bonds, are changing.
00:00 Introduction to government bonds in ethical portfolios
00:44 Meet John Woods from Australian Ethical
02:01 Ethical considerations in government bond investments
03:17 Challenges with US Treasuries and defensive assets
05:40 Diversifying defensive assets
08:40 Investment themes and global opportunities
10:56 Final thoughts on government bonds
