Canoe Perspectives – Details, episodes & analysis

Podcast details

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Canoe Perspectives

Canoe Financial

Business

Frequency: 1 episode/17d. Total Eps: 5

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.

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Data updated on 14/07/2026

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Score global : 48%

Publication history

Monthly episode publishing history over the past years.

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Three key pivots for a market in flux

Episode 5

Tuesday, April 14, 2026 • Duration 10:23

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.

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Private credit under stress

Episode 4

Tuesday, March 24, 2026 • Duration 16:12

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.

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Beyond the benchmark: the case for unconstrained fixed income investing

Episode 3

Wednesday, March 4, 2026 • Duration 15:05

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.

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

Episode 2

Wednesday, February 25, 2026 • Duration 18:14

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.

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Is the long-awaited rotation finally underway?

Episode 1

Friday, February 6, 2026 • Duration 20:56

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.

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Canoe Perspectives – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Canoe Perspectives – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Apple Podcasts

Spotify