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