Abstract
The optimal defence hypothesis (ODH) predicts that tissues that contribute most to a plant's fitness and have the highest probability of being attacked will be the parts best defended against biotic threats, including herbivores. In general, young sink tissues and reproductive structures show stronger induced defence responses after attack from pathogens and herbivores and contain higher basal levels of specialized defensive metabolites than other plant parts. However, the underlying physiological mechanisms responsible for these developmentally regulated defence patterns remain unknown.
This review summarizes current knowledge about optimal defence patterns in above- and below-ground plant tissues, including information on basal and induced defence metabolite accumulation, defensive structures and their regulation by jasmonic acid (JA). Physiological regulations underlying developmental differences of tissues with contrasting defence patterns are highlighted, with a special focus on the role of classical plant growth hormones, including auxins, cytokinins, gibberellins and brassinosteroids, and their interactions with the JA pathway. By synthesizing recent findings about the dual roles of these growth hormones in plant development and defence responses, this review aims to provide a framework for new discoveries on the molecular basis of patterns predicted by the ODH.
Almost four decades after its formulation, we are just beginning to understand the underlying molecular mechanisms responsible for the patterns of defence allocation predicted by the ODH. A requirement for future advances will be to understand how developmental and defence processes are integrated.
INTRODUCTION
Plants have evolved sophisticated defence systems to cope with the multitude of harmful environmental conditions they face. Resistance strategies of plants against biotic threats such as those posed by herbivores and pathogens are very diverse, and include constitutive defences, which are already present in the absence of attack, as well as induced responses, which are activated only when cues that indicate the presence of an attacker are detected. Interestingly, most types of defence responses are not uniformly expressed across different tissues. Instead, the quality and quantity of various defence strategies are continuously adjusted by developmental and environmental cues. Such plasticity requires appropriate regulatory signalling systems.
Several hypotheses that invoke developmental, ecological and evolutionary constraints have been posed to describe the observed qualitative and quantitative differences in plant defences. One of the earliest and most influential is the optimal defence hypothesis (ODH). In 1974, McKey analysed the within-plant distribution of alkaloids, from which he concluded that ‘the plant's limited supply of defensive compounds should be concentrated in those regions in which their presence would most increase the fitness of the plant’. Several assumptions underlie this statement: (a) plants use limited resources to produce defensive metabolites, hence defence metabolites are costly; (b) some parts of plants are more valuable than others and need to be better defended because (c) these tissues are comparably more attractive to biotic threats (Fig. 1). The main idea behind the ODH is therefore that tissue value and the probability of attack are the factors that determine the investments in defensive metabolites (Fig. 1). Although ODH has received considerable experimental support, we do not yet understand the mechanisms that mediate these within-plant distributions.
Assumptions of the optimal defence hypothesis (ODH). The defensive status (represented as defence level, red area) of various plant tissues is not uniform (indicated as colour intensity gradient).Generally, young leaves are more strongly defended because they contribute more to a plant's future fitness than do old tissues. Stems are vital structures and are often protected through lignified cell walls and other structural barriers. Reproductive organs have a high value for the plant, but due to their unique ecological interaction with pollinators and seed dispersers, their defensive patterns change with the changing function of these tissues. Roots also interact specifically with their environment, including beneficial microbes, pathogens and root herbivores, and therefore possess a distinct chemical arsenal of secondary metabolites. Overall, it is predicted that the value of roots and, consequently, their defensive investment, should increase from the bottom to the top (van Dam, 2009). However, few studies have been conducted to test this hypothesis.
Assumptions of the optimal defence hypothesis (ODH). The defensive status (represented as defence level, red area) of various plant tissues is not uniform (indicated as colour intensity gradient).Generally, young leaves are more strongly defended because they contribute more to a plant's future fitness than do old tissues. Stems are vital structures and are often protected through lignified cell walls and other structural barriers. Reproductive organs have a high value for the plant, but due to their unique ecological interaction with pollinators and seed dispersers, their defensive patterns change with the changing function of these tissues. Roots also interact specifically with their environment, including beneficial microbes, pathogens and root herbivores, and therefore possess a distinct chemical arsenal of secondary metabolites. Overall, it is predicted that the value of roots and, consequently, their defensive investment, should increase from the bottom to the top (van Dam, 2009). However, few studies have been conducted to test this hypothesis.
Direct defences (e.g. toxins or anti-digestive compounds; reviewed in Pichersky and Lewinsohn, 2011), indirect defences (e.g. volatiles, extrafloral nectars; reviewed in Dicke and Baldwin, 2010) or defensive structures (trichomes, thorns, resin ducts) were reported to display within-plant distributions consistent with the predictions of the ODH. The high degree of conservation of ODH patterns among diverse defence-related traits indicates that the regulatory mechanisms driving tissue-specific ‘defence-on-demand’ are likely to be adaptive for the plant. But how do plants mediate tissue-specific defence patterns predicted by the ODH? The simplest explanation is that developmental identity, which determines tissue value, and defence allocations share regulatory elements. In this way, the factors that modulate identity of a tissue would directly regulate the relative defensive investment. Plant signalling pathways mediating resistance against biotic stress, including phytohormonal regulation through jasmonic acid (JA) and salicylic acid, have been studied intensively (reviewed in Howe and Jander, 2008; Walling, 2009). The role of classical growth hormones, such as auxins, cytokinins (CKs), brassinosteroids (BRs) and gibberellins (GAs) in regulating tissue differentiation and identity, organ development and source-sink strengths is also well described (reviewed in Durbak et al., 2012). An emerging theme in plant defence research is the interaction or cross-talk among hormonal signalling pathways controlling plant development with the signalling units that regulate defence responses to pathogens and herbivores (reviewed in Erb et al., 2012; Robert-Seilaniantz et al., 2011). These new findings allow us now to evaluate the possible co-regulation of tissue value and within-plant distributions of defences through integration of developmental and defence-related signalling. In this review, we summarize literature about plant defence phenotypes that follow the patterns predicted by the ODH. We highlight recent advances in our understanding of the interaction among pathways regulating developmental processes with pathways that regulate defence responses. We then synthesize this knowledge and provide a set of new hypotheses about the regulation of developmentally driven defence responses.
OPTIMAL DEFENCE PATTERNS
Secondary metabolite concentrations are highest in young tissues
An overwhelming number of studies have found that constitutive levels of secondary compounds are higher in younger, developing leaves than older tissues. The growing list of secondary metabolites that exhibit this particular behaviour includes iridoid glycosides (Bowers et al., 1992), phenolic compounds (Brunt et al., 2006), glucosinolates (Brown et al., 2003; Traw and Feeny, 2008), alkaloids (van Dam et al., 1994), cyanide (Gleadow and Woodrow, 2000), furanocoumarins (Zangerl and Nitao, 1998) and volatile organic compounds (Radhika et al., 2008). A recent study found a similar distribution in below ground tissues as well (Robert et al., 2012). During our literature search, we found remarkably few studies that deviated from this general pattern (e.g. activities of defensive proteins in A. thaliana; Barto and Cipollini, 2005). As younger leaves and roots have also been found to be more important for plant fitness (Barto and Cipollini, 2005; Ohnmeiss and Baldwin, 2000), the higher defensive investment has been interpreted as being consistent with the predictions of the ODH (McCall and Fordyce, 2010). However, a careful assessment of the physiological basis behind the differences is necessary to understand whether this pattern involves active regulation. It has, for example, been argued that secondary metabolites may be diluted as leaves expand and cells elongate, which may be sufficient to reduce the concentration of secondary compounds without any change in biosynthesis. Accounting for such effects during sample preparation and chemical analysis is complicated by the fact that older tissues have more rigid cell walls that are enriched in cellulose and lignin, which may shift the mass balance from soluble to non-soluble metabolites in total tissue extracts. However, some studies report concentration differences that are very unlikely to stem from dilution effects or structural artefacts, as they are simply too large: van Dam and colleagues for instance found that young Cynoglossum officinale leaves contained 190 times more pyrrolizidine alkaloids than old leaves (van Dam et al., 1994), and young leaves of Brugmansia suaveolens were shown to have 5 times higher concentrations of the toxic scopolamine at the fruit ripening stage (Alves et al., 2007). Furthermore, a meta-analysis concluded that younger leaves were generally better defended independently of their state of expansion (McCall and Fordyce, 2010), and extracellular defensive traits like trichomes (Traw and Feeny, 2008), extrafloral nectar and VOCs (Radhika et al., 2008) are most strongly expressed in young leaves as well, lending additional support to the hypothesis that plants actively invest more energy into defences of younger tissues. Arguably the most convincing evidence for the above idea would be to measure the activity of the biosynthetic pathways in the different tissues rather than the final concentrations of defensive molecules. Unfortunately, this has rarely been attempted.
Young tissues are more responsive to herbivory
Young tissues not only contain the highest levels of constitutive secondary compounds, but are also more inducible than their older counterparts. Volatile organic compounds in Phaseolus lunatus are more strongly induced by JA in young than in old leaves (Radhika et al., 2008). The same is true for extrafloral nectar in Ricinus communis, P. lunatus (Radhika et al., 2008) and Macaranga tanarius. In maize, the expression of proteinase inhibitor genes in crown roots was shown to be more strongly inducible by JA than in the older primary roots (Robert et al., 2012). Equally, nicotine is more strongly inducible by simulated herbivory in young tissues of Nicotiana sylvestris (Ohnmeiss and Baldwin, 2000). Remarkably, our literature search did not reveal any studies that go against this trend.
It should be noted that, while the ODH predicts more valuable tissues to be more strongly defended, its predictions regarding inducibility are less clear. Huijser and Schmid (2011), for instance, argue that the evolution of induced defences depends on the likelihood of attack: tissues that are frequently attacked should be constitutively defended, while tissues that only occasionally experience herbivory should be more likely to evolve induced defence mechanisms as a cost-saving strategy. As mentioned before, this adds a second dimension to the ‘value’ of a given tissue for the plant in the context of the ODH, as it becomes inversely proportional to the probability of attack multiplied by the fitness reduction the plant would experience from its loss. However, it can be argued that the evolution of inducibility may be favoured even if the likelihood of attack is high, as long as the realized fitness benefit in years of low herbivore pressure outweighs the fitness loss caused by the delayed onset of defence. Given that herbivore attack patterns are heterogeneous in space and time, it is unlikely for annuals to have a likelihood of attack close to one, and costly defences may therefore be inducible regardless of the tissue value.
Reproductive organs as a special case of defence allocation
Due to its very general assumptions, the ODH cannot only be used to predict ontogenetic patterns of defence within the same tissue type, but can also be used to explain defensive allocation from a whole-plant perspective. Reproductive organs such as flowers and developing seeds are unarguably the most valuable tissues of annual plants, and several studies have attempted to compare defence investment of vegetative and generative parts. Flowers of B. suaveolens, for example, were found to have scopolamine concentrations similar to young leaves, while the unripe fruits contained twice as much of the toxic alkaloid (Alves et al., 2007). Similarly, aristolochic acids were found in 4-fold higher concentrations in the flowers of Aristolochia californica compared with stems and leaves (Fordyce, 2000). On the other hand, flowers and seeds of the creosotebush Larrea tridentata were found to contain significantly fewer phenolic compounds and less nordihydroguaiaretic acid than leaves (Hyder et al., 2002). Although the last example can be interpreted as being consistent with the predictions of the ODH, as L. tridentata is a perennial bush that can flower several times while the other plants are annuals, it shows that flowers do not in all cases contain higher levels of secondary metabolites. A recent meta-analysis concluded that, overall, flowers have indeed higher concentrations of defensive chemicals than leaves (McCall and Fordyce, 2010). However, as the authors point out, this result should be interpreted with care, as the considered studies did only report total concentrations in flowers without separating petals and nectar, for example (McCall and Fordyce, 2010). Given the high degree of specialization of the different floral tissues (Barrett, 2010), their distinct genetic and metabolic programme (Wellmer and Riechmann, 2010) and their unique ecological interactions with pollinators and seed dispersers (Kessler and Baldwin, 2011), quantitative phytochemical comparisons may not necessarily yield meaningful results. For example, the interaction of flowers with pollinators involves a fine balance between toxicity and nutritional rewards of the floral nectar to maximize outcrossing success and deter nectar robbers (Kessler et al., 2008, 2012), resulting in defensive patterns that are shaped by forces that are not directly related to the relative value of flowers compared with vegetative tissues.
DEVELOPMENTAL ASPECTS OF DEFENSIVE PATTERNS
The fitness value of different plant tissues is not only spatially heterogeneous, but has a distinct temporal component. A given tissue may be important for a plant at a specific stage in its development, but may become less important during later growth stages. Many grasses, for example, depend strongly on their primary root systems over the first weeks of development. As soon as adventitious roots start to form, these tissues take over most essential tasks of the root systems, and removal of the primary roots at this developmental stage no longer has negative consequences for plant growth (Robert et al., 2012). The same holds true for older leaves of Arabidopsis thaliana, for example (Barto and Cipollini, 2005). Following the predictions of the ODH, the defensive investment of plants should reflect these changes in relative value. Indeed, an increasing number of studies document that the defensive patterns of plants follow a distinct developmental programme. Young maize plants, for example, contain high levels of the benzoxazinoid DIMBOA-Glc, which is methylated to HDMBOA-Glc upon insect infestation (Glauser et al., 2011). As plants mature, DIMBOA-Glc levels drop and constitutive levels of HDMBOA-Glc increase (Cambier et al., 2000), turning an induced pattern into a basal defence. Volatile organic compounds in maize and soybean are both more inducible in young seedlings than older plants (Köllner et al., 2004; Rostas and Eggert, 2008). In this case, however, the induced defence response ceases without transitioning into constitutive expression. Here, it can be argued that the age-dependent transitions of inducibility reflects the fact that older plants have more mature leaves than young plants and, given the systemic nature of defence responses, that the observed effect may be equivalent to the differences observed between different leaves of the same plant, as discussed above. However, a recent study clearly shows that the inducibility of Nicotiana attenuata is significantly reduced once the plant starts flowering, specifically, when it starts to elongate its corollas, an effect that can be reversed by removing the flowers (Diezel et al., 2011). Therefore, any defensive allocation pattern has to be evaluated in the context of the plant's developmental status.
REGULATION OF DEFENCE METABOLITES: A DOMINANT ROLE FOR JASMONATES
Understanding the nature of signals important for the regulation of defensive metabolites in plants is crucial to elucidate mechanisms behind patterns predicted by the ODH. The biosynthesis of a vast majority of direct and indirect plant defence compounds is regulated by oxylipins, including JA and its isoleucine conjugate JA-Ile (De Geyter et al., 2012). The JA-Ile isomer (+)-7-iso-JA-L-Ile is perceived by the F-box protein COI1 (CORONATINE-INSENSITIVE 1) which is part of a Skp/Cullin/F-box complex SCF(C°I1) that acts as an ubiquitin ligase (Xu et al., 2002; Chini et al., 2007; Paschold et al., 2007). The binding of JA-Ile to SCF(C°I1) triggers the ubiquitination of JAZs (JASMONATE ZIM DOMAIN proteins), which are negative regulators of JA-induced transcriptional responses, and thereafter the degradation of JAZs through a 26S proteasome-mediated proteolytic pathway, and thus finally activates JA-mediated responses (Chini et al., 2007; Thines et al., 2007; Katsir et al., 2008; Oh et al., 2012). The JAZ proteins also interact with the transcriptional co-repressor TOPLESS (TPL), through the Novel Interactor of JAZ (NINJA) (Pauwels et al., 2010). JAZ proteins are known to bind transcription factors, such as MYC2 in A. thaliana (Fig. 2A), which control transcription of a range of JA-inducible genes involved in secondary metabolite biosynthesis (reviewed in De Geyter et al., 2012). JA-induced JAZ degradation releases these transcription factors and thereby activates biosynthetic pathways leading to secondary metabolite biosynthesis (Fig. 2A).
(A) Hormonal cross-talk regulates JA-mediated defences. A conceptual, non-exhaustive overview is presented. The jasmonic acid (JA) pathway (green background) begins with JA biosynthesis in the chloroplast (black arrow with dotted line). The active JA–isoleucine (JA-Ile) conjugates bind to the SCFCOI1 complex, leading to the degradation of JAZ proteins and the release of MYC2-related transcription factors (MYC* = JAZ-free form), which activate JA-dependent gene expression thereby mediating biosynthesis of defensive metabolites. Developmentally controlled hormones [cytokinins (CKs), gibberellins (GAs), auxin and brassinosteroids (BRs)] can modulate the JA pathway, by controlling JA biosynthesis or JA signalling. CKs can positively influence chloroplast function and JA biosynthesis and JA-induced defence metabolites, GAs can inhibit JA levels and GA-induced degradation of DELLA proteins leading to activation of growth-related processes through PIF3/4. GA signalling can positively and negatively regulate JA-inducd defence responses. Auxin leads to degradation of AUX/IAA proteins which interact with TOPLESS to negatively regulate auxin-induced responses through ARFs. Auxin can inhibit JA biosynthesis and positively or negatively influence JA signalling. Brassinosteroids (BRs) are perceived by BRI1 and its co-receptor BAK, which is important for JA biosynthesis. BRs have been shown to negatively influence JA-induced defence responses. Positive control is indicated by unidirectional black arrows, protein–protein interactions by bidirectional grey arrows and negative regulation by white inhibitory arrows. (B) Developmental control of JA-mediated defences. Plant tissue identity and age differentially regulate the levels and signalling of growth-related hormones (such as cytokinins, auxin, gibberellins or brassinosteroids; demonstrated by Hormones A and B). The dynamic interactions between these hormone sectors orchestrate the jasmonic acid (JA)-dependent defence landscape (plotted here in 3-D with low and high defence status as indicated).
(A) Hormonal cross-talk regulates JA-mediated defences. A conceptual, non-exhaustive overview is presented. The jasmonic acid (JA) pathway (green background) begins with JA biosynthesis in the chloroplast (black arrow with dotted line). The active JA–isoleucine (JA-Ile) conjugates bind to the SCFCOI1 complex, leading to the degradation of JAZ proteins and the release of MYC2-related transcription factors (MYC* = JAZ-free form), which activate JA-dependent gene expression thereby mediating biosynthesis of defensive metabolites. Developmentally controlled hormones [cytokinins (CKs), gibberellins (GAs), auxin and brassinosteroids (BRs)] can modulate the JA pathway, by controlling JA biosynthesis or JA signalling. CKs can positively influence chloroplast function and JA biosynthesis and JA-induced defence metabolites, GAs can inhibit JA levels and GA-induced degradation of DELLA proteins leading to activation of growth-related processes through PIF3/4. GA signalling can positively and negatively regulate JA-inducd defence responses. Auxin leads to degradation of AUX/IAA proteins which interact with TOPLESS to negatively regulate auxin-induced responses through ARFs. Auxin can inhibit JA biosynthesis and positively or negatively influence JA signalling. Brassinosteroids (BRs) are perceived by BRI1 and its co-receptor BAK, which is important for JA biosynthesis. BRs have been shown to negatively influence JA-induced defence responses. Positive control is indicated by unidirectional black arrows, protein–protein interactions by bidirectional grey arrows and negative regulation by white inhibitory arrows. (B) Developmental control of JA-mediated defences. Plant tissue identity and age differentially regulate the levels and signalling of growth-related hormones (such as cytokinins, auxin, gibberellins or brassinosteroids; demonstrated by Hormones A and B). The dynamic interactions between these hormone sectors orchestrate the jasmonic acid (JA)-dependent defence landscape (plotted here in 3-D with low and high defence status as indicated).
Given that the JA-signalling cascade was established early in the evolution of higher plants, it is likely that the regulation of the biosynthesis of a vast majority of secondary metabolites is controlled by JA and the increasing number of reports demonstrating this relationship is consistent with this assumption. The importance of JA and JA-Ile in the regulation of defensive metabolites is commonly demonstrated by either applying these hormones to plants or by using genetic approaches that impair JA/JA-Ile biosynthesis and perception. Comparing defence metabolite accumulation of plants with a genetically impaired JA pathway with those of wild-type plants makes it possible to identify basal and herbivory-induced metabolites. Since transformation techniques have not been established for many plant model systems, we can only report on a few examples of JA and COI1-dependent defence metabolites whose accumulation follows ODH-predicted patterns. In N. attenuata, JA- and COI1-regulated secondary metabolites that follow patterns predicted by the ODH include nicotine (Halitschke and Baldwin, 2003; Paschold et al., 2007), hydroxygeranyllinalool diterpene glycosides (Jassbi et al., 2008; Heiling et al., 2010), TPI activity (Van Dam et al., 2001; Zavala et al., 2004) and an array of different phenolamides such as caffeoylputrescine (Kaur et al., 2010; Onkokesung et al., 2012). In flowering N. attenuata plants basal and JA-induced levels of hydroxygeranyllinalool diterpene glycosides, TPI activity and caffeoylputrescine show a gradient between young and old leavs with highest concentrations in young leaves (C. Brütting, unpubl. res.). Nicotine levels are more stable throughout the foliage of rosette and flowering-staged plants, their basal and induced levels increase over time (Baldwin and Ohnmeiss, 1993; Baldwin, 1999; C. Brütting, MPI Chemical Ecology, Germany, unpubl. res.) and unripe seed capsules accumulate the highest concentrations of nicotine in above-ground tissues of N. attenuata plants (Baldwin and Karb, 1995). Glucosinolates are abundant defensive metabolites in brassicaceous plants whose levels were reported to depend on JA signalling, tissue identity and plant ontogeny in several plant species including A. thaliana (Reichelt et al., 2002; Mewis et al., 2006) and Brassica rapa. Trichome density is also regulated by JA-signalling and positively correlated with tissue value in the Brassicaeae (Traw and Feeny, 2008; Yoshida et al., 2009). Another model plant for which JA mutants are available is tomato (Solanum lycopersicum). Genetic analysis indicates that cultivated tomato possesses a plethora of inducible, JA-regulated defence metabolites that are involved in resistance to herbivores (Howe et al., 1996; Thaler, 1999; Li et al., 2002a). Some of these metabolites can be found in high concentrations in different types of glandular trichomes, including mono- and sesquiterpenes, glycoalkaloids, acyl sugars and polyphenolic compounds (Kang et al., 2010). Similar to arabidopsis, the density of glandular trichomes in tomato is also regulated by JA (Boughton et al., 2005; van Schie et al., 2007). JA also regulates defence responses induced by herbivore attack in maize (Yan et al., 2012), including benzoxazinoids and volatile organic compounds, both of which are under developmental control (Cambier et al., 2000; Köllner et al., 2004). Taken together, these data demonstrate that the levels of inducible metabolites, which follow ODH patterns, are also regulated by the JA pathway.
DEVELOPMENTAL REGULATION OF JA BIOSYNTHESIS AND PERCEPTION
If the JA pathway plays a major role in the co-ordination of defence metabolite accumulation, then the developmental control of the oxylipin pathway may enable plants to regulate patterns predicted by ODH. Some results from different plant species indicate such a relationship. For example, Ohnmeiss and Baldwin (2000) have shown a decrease in wound-induced JA in N. sylvestris during its ontogeny, which correlates with the levels of wound-induced nicotine accumulation. In N. attenuata, herbivory by the specialist lepidopteran herbivore Manduca sexta quickly amplifies the wound-induced JA levels 3- to 5-fold (Halitschke et al., 2001). This response is mediated by the plants' perception of fatty acid–amino acid conjugates derived from M. sexta oral secretions (Halitschke and Baldwin, 2003). When flowering is initiated, this fatty acid–amino acid conjugate-induced JA burst declines rapidly, but can be recovered within 1 d by simply removing the plant's inflorescence (Diezel et al., 2011), indicating that the transition from juvenile to reproductive growth tightly regulates herbivory-elicited JA-biosynthesis and JA-mediated defence responses in N. attenuata (van Dam et al., 2001). The precise timing of the reduction in the JA burst with flower initiation, and its rapid recovery with flower removal, indicates that signalling rather than resource allocation processes orchestrate this response (Diezel et al, 2011). JA sensitivity, measured as JA-induced indirect defence accumulation, in Phaseolus lunatus (lima bean) and Ricinus communis (castor oil plant) is highly correlated with leaf position in 4-week-old plants; JA-induced extrafloral nectars and volatile emissions increase up to 10 times in the apical leaves, when compared with the basal stem leaves (Radhika et al., 2008). These examples demonstrate that alterations in the defensive states of tissues can be correlated with their ability to mount JA levels in response to attack or with the tissue-specific regulation of JA sensitivity.
TO SERVE AND PROTECT: GROWTH HORMONES AND DEFENCE REGULATION
Our understanding of the underlying mechanisms mediating ontogenic regulation of JA biosynthesis and signalling is still very fragmentary. However, the recently discovered interactions between growth-related hormones and JA signalling provide hypotheses for ontogeny-driven defence pathway regulation. Several plant growth-related hormones including GAs, CKs, BAs and auxin have been shown to regulate JA biosynthesis or signalling. The complex interactions between these hormones and plant defence pathways were summarized in recent reviews (Robert-Seilaniantz et al., 2011; Erb et al., 2012). In the following section, we discuss whether the roles of CKs, auxin, GAs and BAs in plant growth and their interaction with the JA pathway can explain some aspects of the developmental regulation of defence processes. Other hormonal pathways, including ethylene, ABA and SA also play important regulatory roles in defence and development. We will not discuss further the role of these hormones in this review, but refer the interested reader to other excellent reviews about their role in plant growth and defence (Shinshi, 2008; Ton et al., 2009; An and Mou, 2011; Robert-Seilaniantz et al., 2011).
CKs
These play fundamental roles in plant growth, development and stress responses (Argueso et al., 2009). CK levels are regulated by plant ontogeny: young developing tissues accumulate higher levels of CKs, whereas reduced CK levels promote leaf senescence (Ori et al., 1999). Regulation of CK levels is critical for shoot apical meristem establishment and maintenance. Decreasing CK sensitivity conferred by the histidine kinase CK receptor mutant wooden leg (wol) impairs meristem development (Jasinski et al., 2005) and triple mutants of three histidine kinase CK receptors have significantly smaller meristems (Higuchi et al., 2004; Nishimura et al., 2004). In line with these data, increased CK levels, either through external application or via expression of a bacterial CK biosynthesis gene, an isopentenyltransferase from Agrobacterium tumefaciens, is sufficient to partially rescue the meristem defects of the strong meristem-deficient mutants in arabidopsis (Yanai et al., 2005). The LONELY GUY (LOG) gene, which encodes a phosphoribohydrolase that converts inactive forms of CK to active free-base forms, is expressed specifically in the distal regions of the shoot apical meristem and is required for meristem maintenance (Kurakawa et al., 2007). CKs also play important roles in regulating root growth and development, such as limiting the size of the root apical meristem and the rate of root growth (Werner et al., 2003; Dello Ioio et al., 2007; Zhang et al., 2011). Xylem sap CK levels can serve as a reliable reporter of vital root systems. Their levels rise with increasing soil nutrient supply, which also positively affects shoot branching (Mediene et al., 2002). Several studies, using transgenic approaches, or by external applications of CKs, have showed that JA biosynthesis and JA-related defence metabolite accumulations are positively correlated with CK levels (Smigocki et al., 1993; Sano et al., 1996; Dervinis et al., 2010). CKs enhance defence metabolite accumulation in commercial tobacco, although the role of JA in this process was not further investigated (Grosskinsky et al., 2011). Mechanistically, CK signalling might directly enhance JA signalling, as has been shown for SA-mediated defences against pathogens in arabidopsis (Choi et al., 2010; Argueso et al., 2012; Naseem et al., 2012). CKs may also support the biosynthesis of costly defences by regulating resource availability, as sink strength of valuable tissues can be regulated by CKs through increasing nitrogen and carbon resource allocation (Lara et al., 2004; Ruffel et al., 2011). Since CKs play a pivotal role as regulators of cell division (Haberlandt, 1913; Miller et al., 1955), their contribution to optimal defence processes could be mediated through higher cell densities in rapidly growing tissues. One of the hallmarks of CK-regulated physiological processes is the control of chlorophyll contents, which might be a function of chloroplast density (Hewelt et al., 2000; Jordi et al., 2000; Kobayashi et al., 2012). Changes in CK levels effect plastid gene expression, protein abundance and protein phosphorylation states, indicating that chloroplasts (and their precursors) are major targets of the CK pathway (Zubo et al., 2008; Cortleven et al., 2009; Cerny et al., 2011; Kobayashi et al., 2012). Pathological CK overproduction leads to changes in chloroplast ultrastructure (Polanska et al., 2007). The dominant effect of CKs on plastid function and photosynthesis might be important for the regulation of plastid-mediated defence responses such as the biosynthesis of JA, which is initiated in the chloroplast (reviewed in Wasternack and Kombrink, 2010) and depends on chloroplast function (Mitra and Baldwin, 2008). Indeed, CK treatments in poplar lead to higher transcripts levels of JA-biosynthetic genes and increased JA levels and its precursors upon wounding (Dervinis et al., 2010). Although direct experimental evidence for the role of CKs in ontogeny-driven defence metabolite accumulation is lacking, the literature presented here suggests a link (summarized in Fig. 2A). Using transgenic plants with tissue-specific alterations in CK levels, or signalling, will provide important tools to verify the relationships between CK levels and defence metabolite accumulation.
Auxin
This is one of the best-studied growth regulators of plants. Many aspects of plant development are regulated by auxin, including cell elongation and meristem activity. For example, an auxin gradient is essential for the establishment and maintenance of the stem cell niche and for proliferative cell division (Xu et al., 2006; Petersson et al., 2009). This auxin gradient is regulated by the differential expression and subcellular localizsation of auxin influx and efflux carriers (Swarup et al., 2001; Blilou et al., 2005; Blakeslee et al., 2007; Grieneisen et al., 2007). High auxin levels lead to the proteosome-mediated degradation of AUXIN/INDOLE-3-ACETIC ACID (Aux/IAA) proteins, thereby releasing the AUXIN RESPONSE FACTORS (ARFs) from their Aux/IAA-bound form, leading to transcriptional activation of auxin responses (Del Bianco and Kepinski, 2011). One of the ARFs, ARF5/MONOPTEROS (MP) is required for maintaining the heart of meristematic tissues, the quiescent centre (Vidaurre et al., 2007). Another Aux/IAA protein, BODENLOS (BDL) is also degraded by auxin leading to activation of MP (Hamann et al., 1999, 2002). BDL interacts with TOPLESS (TPL), a transcriptional co-repressor of genes involved in several hormone pathways (Long et al., 2002, 2006; Szemenyei et al., 2008) which is also required for BDL-mediated inhibition of MP activity.
How could auxin contribute to the emergence of JA-mediated optimal defence patterns? Auxin and JA signalling is connected through JAZ1 and MYC2, which are co-regulated by both hormones (Tiryaki and Staswick, 2002; Grunewald et al., 2009). The signalling pathways of both hormones also share other regulatory proteins, including TPL (Szemenyei et al., 2008). The EAR-motif protein Novel Interactor of JAZ (NINJA) connects TPL to the JAZ complex, thereby mediating the repression of genes controlled by JAZ-bound transcription factors, such as MYC2. TPL also interacts with EAR-motif-containing AUX/IAA proteins, which are negative regulators of auxin-induced responses (Pauwels et al., 2010). Positive correlations between auxin signalling and JA levels have been reported for arabidopsis flowers (Nagpal et al., 2005); however, auxin treatments diminished wound induced JA and JA-mediated nicotine accumulations in leaves of N. sylvestris (Baldwin et al., 1997) and JA-mediated lateral root formation in A. thaliana, suggesting that the interplay between auxin and JA is tissue and species specific. Thimann and Skoog had already shown in 1933 that initiation of auxillary shoot branching, induced by removing the inflorescence, could be inhibited by application of auxin to the decapitated apex (Thimann and Skoog, 1933). The shoot apex, and probably young leaves, are major sources of auxin, which is transported basipetally through the plant's polar transport stream and regulates apical dominance by inhibiting auxillary bud activity (Ljung et al., 2001). McSteen and Lyser (2005) have suggested that auxin supply through the shoot apex can be generally considered as a reporter for the integrity of the primary apex and stresses, like herbivory, could strongly influence the provision of auxin. Since auxin affects JA and JA-induced responses in leaves, as described by Baldwin et al. (1997), changes in apical auxin supply could also be involved in the JA biosynthesis switch in leaves during juvenile to reproductive phase transition (Diezel et al., 2011). Analysing auxin levels and responses during ontogenic transitions might provide important clues about the role of this hormone in shaping ODH patterns.
GAs
These are major determinants of plant architecture. Biosynthesis of GAs through the diterpenoid pathway from geranylgeranyl diphosphate is regulated in a complex manner (Yamaguchi, 2008). Perception of GAs is mediated by GIBBERELLIN INSENSITIVE DWARF 1 (GID1) (Ueguchi-Tanaka et al., 2005), which enhances the degradation of DELLA proteins through an F-box protein SLEEPY1 (SLY1)-mediated ubiquitin-26S-proteasome pathway (Griffiths et al., 2006; Ueguchi-Tanaka et al., 2007). DELLA proteins are nuclear proteins acting as suppressors of GA-induced responses and thus control many aspects of development and stress resistance (Sun, 2010). One of the best-studied growth responses mediated by DELLA proteins originated from research on light-dependent growth regulation. PHYTOCHROME-INTERACTING FACTORs (PIFs) are transcription factors, which promote hypocotyl elongation of etiolated arabidopsis seedlings. Inhibition of hypocotyl elongation during de-etiolation is mediated through inhibition of GA accumulation and PIF degradation (Achard et al., 2009). Direct binding of DELLA proteins to different PIF transcription factors leads to inhibition of PIF target gene expression and therefore hypocotyl elongation (Feng et al., 2008; de Lucas et al., 2008; Gallego-Bartolome et al., 2010). DELLA stability is affected through regulation of GA homeostasis in various growth processes (reviewed in Sun, 2010). For example, GA signalling promotes root cell elongation and root apical meristem size by destabilizing DELLA proteins (reviewed in Galinha et al., 2009). Intriguingly, DELLAs also bind to JAZ proteins, thereby bridging JA-mediated defence responses and plant growth. GA perception triggers reduced DELLA levels, which lead to inhibition of JA responses and JA biosynthesis (Navarro et al., 2008; Cheng et al., 2009). JA, in turn, delays GA-mediated DELLA protein degradation and JAZ9 inhibits the interaction of RGA (a DELLA protein) with PIF3; therefore JA signalling controls plant growth by interfering with the GA pathway (Yang et al., 2012). In N. attenuata, transgenic lines, which hyper-accumulate JA and its related defence metabolites, have also reduced levels of GAs and growth (M. Heinrich et al., unpubl. res.). In line with the data presented by Yang et al. (2012), growth rates can be recovered to WT levels by external application of GA3 (M. Heinrich et al., unpubl. res.). Since GAs control both plant growth and defence responses, regulating GA levels and DELLA protein stability could be a mechanism by which plants orchestrate JA-mediated ODH patterns. However, the simple up-regulation of GAs in fitness-relevant tissues would restrict DELLA-mediated growth suppression, but, according to the present model of GA–JA crosstalk, would also reduce JA-mediated defence responses. These data indicate that simple linear relationships between GA and JA signalling are unlikely to explain ODH patterns in plants, although GAs might profoundly contribute to ontogenic defence responses through yet unknown pathways. In a recent report, Hong et al. (2012) demonstrated that DELLAs act in concert with the JA signalling pathway to promote floral emission of volatiles. In light of the paper by Navarro et al. (2008) these data indicate that different sets of JA-induced pathways can show contrasting regulation by GAs, indicating that GA–JA crosstalk is dependent on tissue identity and developmental stage (Hong et al., 2012). Future experiments designed to analyse the effects of GAs on specific branches of the JA-induced defence metabolome throughout a plant's ontogeny might help to develop a coherent model about how these hormones shape plant growth and defence syndromes as predicted by the ODH.
BRs
These regulate a broad spectrum of plant growth and developmental processes, including plant architecture, vascular development, male fertility, flowering, senescence and photomorphogenesis (Gudesblat and Russinova, 2011). For example, BRs mediate leaf growth by positively regulating cell expansion and cell division (Nakaya et al., 2002) and root growth, primarily through regulation of the root meristem size by cell cycle and stem cell niche control (Gonzalez-Garcia et al., 2011; Hacham et al., 2011). BRs are perceived by brassinosteroid insensitive 1 (BRI1), belonging to the family of a plasma membrane localized leucine rich-repeat (LRR)-receptor-like-kinases (reviewed in Kim and Wang, 2010). BAK1 (BRI1 associated kinase 1), another receptor-like kinase, was also reported to be required in the activation of BRI1 (Li et al., 2002b; Nam and Li, 2002). BR-responsive gene expression is directly regulated by plant-specific transcription factors that include BES1, BZR1, and BES1/BZR1 homologues 1–4 in A. thaliana (He et al., 2002; Yin et al., 2002). Several studies indicate that BRs are involved in regulating defence pathways through the JA sector. JA responsiveness, as measured by trichome density, and defence metabolite accumulations in tomato (Campos et al., 2009) as well as JA-induced root growth inhibition in arabidopsis (Ren et al., 2009) are counteracted by BRs. On the other hand, the expression of wounding and JA-responsive genes is enriched in microarray studies performed to identify BR signalling targets in arabidopsis and BRs enhance JA-induced anthocyanins in A. thaliana (Peng et al., 2011). Silencing the co-receptor BAK1 diminished wounding and herbivory-induced JA biosynthesis and JA-induced TPI activity in N. attenuata (Yang et al., 2011), providing a possible link between BR perception and tissue responsiveness to herbivore attack. These examples demonstrate that BR signalling regulates both growth and defence-mediated processes. Analysis of BR levels in tissues with contrasting defence phenotypes, in combination with tissue-specific regulation of BR metabolism and signalling will provide useful tools to gain insight into the role of BRs in regulation of optimal defence patterns. Taken together, these data show that CKs, auxin, GAs and BRs are potent regulators of the JA pathway and might therefore contribute to the developmental regulation of JA-dependent secondary metabolites (Fig. 2A).
PROFESSIONAL NETWORKS
The defence syndromes of different plant tissues are unlikely to be regulated by just a few plant hormones, but rather emerge through complex interactions among various hormonal pathways and other regulatory elements, such as small RNAs, involved in plant growth and defence (Robert-Seilaniantz et al., 2011; Erb et al., 2012). A number of studies have analysed the intricate relationships among different hormonal pathways during plant developmental processes (reviewed in Durbak et al., 2012). Auxin derived from apical tissues, for example, is involved in the regulation of bud-outgrowth (see previous section). However, auxin itself does not enter the auxillary bud, but rather employs another pathway that regulates the activity of bud meristems (Hillman et al., 1977; Morris, 1977; Booker et al., 2003). Such ‘second messengers’ could be root-derived CKs, whose biosynthesis and transport is inhibited by auxin (Bangerth, 1994; Eklof et al., 1997; Nordstrom et al., 2004; McSteen and Leyser, 2005). In the absence of auxin-induced suppression, CKs could enter the buds and directly activate outgrowth (Cline, 1991). Both hormones interact through IAA3/SHY2, which is a negative regulator of auxin signalling that is transcriptionally regulated by CKs through the CK receptor AHK3 and the CK response regulator ARR1,12; a negative regulator of CK signalling (Taniguchi et al., 2007; Dello Ioio et al., 2008). CKs can also modulate auxin gradients through control of PIN protein levels (Stepanova and Alonso, 2011). Similarly, the interaction between developmentally regulated auxin and CK signalling could also mediate basal and induced ontogenic defence responses through their interactions with JA signalling. Although this has not yet been directly demonstrated for the JA pathway, recent modelling approaches combined with experimental analyses demonstrate a critical role for auxin–CK crosstalk in regulating the outcome of defence responses against pathogens in A. thaliana (Naseem et al., 2012). The authors showed that resistance to pathogens is maximized by activation of the CK pathway with concomitant inhibition of auxin signalling. This model also predicts an important role for auxin–CK cross-talk in regulating levels of camalexin, the major phytoalexin metabolite of A. thaliana, which is involved in plant resistance to biotic stress (Naseem et al., 2012). Using similar approaches to model interactions between growth-related hormones and the JA-dependent defence signalling might be able to provide important insights into the regulation of ontogenic-driven defence metabolite accumulations (Fig. 2B).
CONCLUDING REMARKS
Progress in molecular biology (functional genomics), analytical chemistry (metabolomics) and in silico methods (interactomics) is rapidly advancing our understanding of the mechanisms driving physiological processes behind ecologically motivated hypotheses, such as the ODH. The recently identified interactions among signalling pathways involved in plant growth, with defence signalling networks, provide a good starting point for the formulation of hypotheses on the regulation of ontogenically driven defense responses. Fundamental research on cross-talk among growth hormones and defence responses has mostly been performed with A. thaliana and often employs the measurements of only a few defence marker genes, whose roles in plant protection against biotic threats are not well established. Newly identified metabolites in A. thaliana, with proven defensive properties and whose biosynthesis is regulated by JA, such as the unusual amino acid N-δ-acetylornithine (Adio et al., 2011) might provide useful markers for studying mechanisms behind ODH patterns in this plant. However, the number of plant species with fully annotated genomes is steadily increasing. Using other model plant systems with a diverse set of well-defined JA-mediated defence metabolites, whose genomes are accessible to genetic manipulations, will provide important resources to further analyse the contributions of CKs, auxin, GAs, BRs and other developmental pathways, to the within-plant distribution of defensive metabolites predicted by the ODH. However, single hormone pathways are unlikely to fully explain mechanisms behind ODH. Integrating datasets from multiple experiments with plants altered in specific hormone pathways, and using network analysis tools, will advance our understanding of how plants co-regulate tissue value and defensive strength.
ACKNOWLEDGEMENTS
We thank two anonymous reviewers for helpful comments on the manuscript. The work of S.M. is funded by Advanced Grant no. 293926 of the European Research Council to I.T.B. M.E. is supported by a Marie Curie Intra European Fellowship (grant no. 273107). I.T.B. is funded by the Max-Planck Society.


![(A) Hormonal cross-talk regulates JA-mediated defences. A conceptual, non-exhaustive overview is presented. The jasmonic acid (JA) pathway (green background) begins with JA biosynthesis in the chloroplast (black arrow with dotted line). The active JA–isoleucine (JA-Ile) conjugates bind to the SCFCOI1 complex, leading to the degradation of JAZ proteins and the release of MYC2-related transcription factors (MYC* = JAZ-free form), which activate JA-dependent gene expression thereby mediating biosynthesis of defensive metabolites. Developmentally controlled hormones [cytokinins (CKs), gibberellins (GAs), auxin and brassinosteroids (BRs)] can modulate the JA pathway, by controlling JA biosynthesis or JA signalling. CKs can positively influence chloroplast function and JA biosynthesis and JA-induced defence metabolites, GAs can inhibit JA levels and GA-induced degradation of DELLA proteins leading to activation of growth-related processes through PIF3/4. GA signalling can positively and negatively regulate JA-inducd defence responses. Auxin leads to degradation of AUX/IAA proteins which interact with TOPLESS to negatively regulate auxin-induced responses through ARFs. Auxin can inhibit JA biosynthesis and positively or negatively influence JA signalling. Brassinosteroids (BRs) are perceived by BRI1 and its co-receptor BAK, which is important for JA biosynthesis. BRs have been shown to negatively influence JA-induced defence responses. Positive control is indicated by unidirectional black arrows, protein–protein interactions by bidirectional grey arrows and negative regulation by white inhibitory arrows. (B) Developmental control of JA-mediated defences. Plant tissue identity and age differentially regulate the levels and signalling of growth-related hormones (such as cytokinins, auxin, gibberellins or brassinosteroids; demonstrated by Hormones A and B). The dynamic interactions between these hormone sectors orchestrate the jasmonic acid (JA)-dependent defence landscape (plotted here in 3-D with low and high defence status as indicated).](https://oup.silverchair-cdn.com/oup/backfile/Content_public/Journal/aob/110/8/10.1093_aob_mcs212/1/m_mcs21202.jpeg?Expires=1501461850&Signature=UMdf5g8gJE7VVJizXi~R~ARzl~P8-WibK0eRlDfmgbolgzJrlXs72pKU-S-eUcvFrhwNh5v2KafswYlIBCyOm4sDCy4dZk21CnK9n5NM9Oq0WGxgX1m33Y~CJFotBoVb7JZ1NXGTCqq8sJzGxEvCrEIb0Q8QEMofB6GQA8pOZV-CVU48-45js1LsJ6gD~aKAsXqrrSzq5Hb3HIkO~DEzc3M8jCWvQrbjOL-Phc~ysy369NV~edg1OExB29sBiEUxl5t1tLi0NWCoBJwj5wnzjtCN2ADVvxK8bSiuj1B9uV~o-LE6YL~xTvPpebd0L8RuKhrbONp5rjnNKgIOsj5dVA__&Key-Pair-Id=APKAIUCZBIA4LVPAVW3Q)
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