Markets in 2025: asleep at the wheel or in the driving seat?

Fixed 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.

Securitized credit has been resilient this year, with stable fundamentals and compelling spreads supporting demand. What's the outlook from here?

Fixed Income Portfolio Manager Kyra Fecteau joins Paul Skinner to discuss the health of the consumer, growing dispersion across credit markets, and the risks that could matter most for the rest of the year.