Episode 166

full
Published on:

14th Oct 2025

A new play in defensive assets

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




This podcast uses the following third-party services for analysis:

OP3 - https://op3.dev/privacy
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The Greener Way
Conversations about people, planet and profit-for-purpose in a complex world, brought to you by the publishers of FS Sustainability.
The Greener Way is your podcast for exploring the big environmental, social and governance questions. Each week, The Greener Way will focus on deep conversations with investment and corporate experts who are deeply engaged in managing the sustainability challenges facing our planet.

From climate change to biodiversity, human rights and modern slavery to corporate purpose and governance, we tackle head-on the nuances and trade-offs of our complicated world.

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