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