Canoe Perspectives
Where it charts
Today’s combined position on our country charts.
Ranking history
About the show
Latest episodes
-
Canoe Perspectives: in conversation with Jeff Currie
October 8, 2026 · 59 minIn 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 minFrom 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 minMarkets 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 minWhen 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 minFor 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…
-
Three key pivots for a market in flux
April 14, 2026 · 10 minRob 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 minPrivate 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 minIn 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…