Avsnitt
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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.
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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.
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Saknas det avsnitt?
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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 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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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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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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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.
