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Canoe Perspectives

by Canoe Financial

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Latest episodes

Canoe Perspectives: in conversation with Jeff Currie

October 8, 2026 · 59 min

In this special edition of Canoe Perspectives, Canoe’s energy Portfolio Manager, David Szybunka, sat down with renowned commodity strategist Jeff Currie at Canoe Financial's annual CEO Series in Banff, Alberta, which brings together…
Stampede brunch highlights: Rohan Thiru on inflation, the economy and fixed income

July 29, 2026 · 11 min

From demographics and labour markets to government spending and AI-driven investment, several powerful forces are reshaping the economic outlook. Host Darren Cabral shares highlights from Rohan Thiru's presentation at Canoe's annual…
Stampede brunch highlights: Robert Taylor on what's ahead for equity markets

July 29, 2026 · 16 min

Markets have rewarded investors with strong returns, but Robert Taylor sees signs that the current secular bull market may be entering a later stage. Host Darren Cabral shares highlights from Rob's presentation at Canoe's annual Stampede…
Beyond AI: Finding opportunity in the market's blind spots

June 16, 2026 · 12 min

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…
The quiet renaissance in small- and mid-cap stocks

May 7, 2026 · 12 min

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…

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Three key pivots for a market in flux

April 14, 2026 · 10 min

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…
Private credit under stress

March 24, 2026 · 16 min

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…
Beyond the benchmark: the case for unconstrained fixed income investing

March 4, 2026 · 15 min

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

February 25, 2026 · 18 min

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…
Is the long-awaited rotation finally underway?

February 6, 2026 · 21 min

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…

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About the show

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.