Canoe Perspectives

Canoe Financial
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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.

Afleveringen

  1. 16 jun

    Beyond AI: Finding opportunity in the market's blind spots

    When market attention is focused on just a few massive names, exceptional businesses quietly get left behind. In the latest episode of Canoe Perspectives, Portfolio Manager Fabian Renauer joins host Darren Cabral to discuss the high-potential areas the market is overlooking. They explore why today’s narrow market narrative has created rare entry points for high-quality, cash-generating franchises that are thriving but neglected.

    12 min.

  2. 7 mei

    The quiet renaissance in small- and mid-cap stocks

    For years, markets have been dominated by megacap growth, while small- and mid-cap stocks faded into the background. But since late last year, leadership has started to broaden, with small-cap stocks significantly outperforming their large-cap counterparts. In this episode, Sajan Bedi, Vice President and Portfolio Manager, explores the opportunities in these overlooked areas of the market.

    12 min.

  3. 14 apr

    Three key pivots for a market in flux

    Rob Taylor, Senior Vice President & CIO, sits down with Darren Cabral to outline three essential pivots for navigating the current market environment: expanding the opportunity set beyond narrow tech leaders, recognizing the structural shift in commodity markets, and finding asymmetry in areas where expectations have reset. Tune in to learn why the era of effortless indexing is evolving into a true stock picker’s market.

    10 min.

  4. 24 mrt

    Private credit under stress

    Private credit is under stress. Investors are asking tougher questions about liquidity, valuations, underwriting standards, and credit and refinancing risk. There is more pressure from redemptions than many vehicles can meet, greater scrutiny on loan quality, and growing concern that defaults could rise from the unusually low levels investors have grown accustomed to over the past decade. Rohan Thiru, Vice President and Portfolio Manager at Canoe Financial, sits down with Darren Cabral to explore the real risks in private credit and what investors should be paying attention to now.

    16 min.

  5. 4 mrt

    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.

  6. 25 feb

    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.

  7. 6 feb

    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.
  • 7 afleveringen

Info

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.

Informatie

  • Maker
    Canoe Financial
  • Jaren actief
    2K
  • Afleveringen
    7
  • Beoordeling
    Veilig
  • Copyright
    © Copyright 2026 All rights reserved.
  • Website van aflevering
    Canoe Perspectives

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