Show notes
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 portfolios00:44 Meet John Woods from Australian Ethical02:01 Ethical considerations in government bond investments03:17 Challenges with US Treasuries and defensive assets05:40 Diversifying defensive assets08:40 Investment themes and global opportunities10:56 Final thoughts on government bondsThis podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy