Show Notes
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.
More from Canoe Perspectives
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 leading CEOs, investment professionals and industry experts to discuss the forces shaping markets and the economy.
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.
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.
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.
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.