Episode notes
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.
Podcast
Canoe Perspectives
Canoe Financial · Business · English
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
More from Canoe Perspectives All episodes →
-
E9 · 29 Jul 2026 · 11 min
Stampede brunch highlights: Rohan Thiru on inflation, the economy and fixed income
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 in Calgary, including what these forces could mean for inflation, interest rates, and opportunities in fixed income.
-
E8 · 29 Jul 2026 · 16 min
Stampede brunch highlights: Robert Taylor on what's ahead for equity markets
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 brunch in Calgary, including his views on where market leadership could rotate next, why passive investing may face a tougher road ahead, and why active, fundamentals-driven stock selection may matter more in the years to come.
-
E7 · 16 Jun 2026 · 12 min
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.
-
E6 · 7 May 2026 · 12 min
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.
-
E5 · 14 Apr 2026 · 10 min
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.
-
E3 · 4 Mar 2026 · 15 min
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.
-
E2 · 25 Feb 2026 · 18 min
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…
-
E1 · 6 Feb 2026 · 21 min
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.
Take it with you
The Melo app keeps playing with the screen off, works in the car and on your watch, wakes you to your station, and browses the whole catalogue offline. Free, no ads, no account.
