Canoe Perspectives

Canoe Financial
  • 5.0 (4)
  • INVESTING
  • UPDATED DAILY

Canoe Perspectives is a podcast that goes inside the thinking of Canoe Financial’s investment professionals. Each episode features candid conversations with our portfolio managers on what they are seeing across markets, how they are positioning their portfolios, and where opportunity may be emerging next.

Episodes

  1. 6D AGO

    Beyond the benchmark: the case for unconstrained fixed income investing

    In this episode, we sit down with Dimitri Silva, Managing Director and Head of Global Rates and Currencies at Reams Asset Management, to unpack why an unconstrained approach is essential for fixed income portfolios. The conversation highlights Reams’ disciplined, total-return philosophy designed to navigate the complexities of today's market.

    15 min

  2. FEB 25

    Energy re-rated: how capital rotation and AI are rewriting the narrative

    In this episode, Darren Cabral sits down with David Szybunka, Senior Portfolio Manager and Managing Director, and Nicholas Sokul, Vice President and Trader, to explore why energy’s recent strength is about far more than oil and gas prices. While commodities have been soft, energy equities have broken out, driven by more capital discipline, lower earnings volatility, and a powerful shift in fund flows. The team discusses how AI-driven power demand is reshaping the narrative, why a smaller sector in a much larger market creates outsized impact when capital rotates, and why valuations may go higher than many expect.

    18 min

  3. FEB 6

    Is the long-awaited rotation finally underway?

    In episode one of Canoe Perspectives, Robert Taylor, Senior Vice President and Chief Investment Officer, sits down with Darren Cabral, Senior Vice President, Head of Marketing, Strategy and Innovation, to unpack the market rotation and whether it has staying power.

    21 min
  • 3 Episodes

Ratings & Reviews

5
out of 5
4 Ratings

About

Canoe Perspectives is a podcast that goes inside the thinking of Canoe Financial’s investment professionals. Each episode features candid conversations with our portfolio managers on what they are seeing across markets, how they are positioning their portfolios, and where opportunity may be emerging next.

Information

  • Creator
    Canoe Financial
  • Years Active
    2K
  • Episodes
    3
  • Rating
    Clean
  • Copyright
    © Copyright 2026 All rights reserved.
  • Show Website
    Canoe Perspectives

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