Veteran Fixed Income Portfolio Manager Campe Goodman offers his views on what investors can expect from credit markets in 2024.
1:50 Professional background
2:50 Research and investment approach
4:15 Genesis of credit-sector rotation
7:45 Collaborating with other fixed income investors
11:25 Historical analogues to today's markets
14:30 Current credit market opportunities and risks
18:20 Effects of climate change and geopolitics
22:30 Biggest career lessons
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