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Campe Goodman
, CFA
- Fixed Income Portfolio Manager
Australia & NZ, Institutional & Wholesale
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closeFixed Income Portfolio Manager Campe Goodman joins Paul Skinner to discuss the state of global credit markets from a Wellington-branded London black cab on the sidelines of our 2026 London Investment Forum.
The unusual location reflects the theme of this year’s conference: the Power of Perspective. London cab drivers are famous for their extensive knowledge of London’s streets, and credit investors need a similarly broad perspective to navigate the unusual backdrop of still tight spreads and surprisingly high dispersion.
Campe explores what this environment means for overall portfolio positioning and sector and asset-class views. He also shares his take on the implications for investors of the US midterm elections.
The views expressed are those of the speakers at the time of filming. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
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