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Fabian Renauer

Fabian Renauer

Portfolio Manager at Canoe Financial; CFA with 10+ years investment experience specializing in global equities

Jun 16, 2026

Canoe Perspectives

Canoe Perspectives

Beyond AI: Finding opportunity in the market's blind spots

Jun 16 · 12m

Darren Cabral
Darren CabralHOST
5:22
Walk us through the opportunities you see in that company.
Fabian Renauer
Fabian RenauerGUEST
5:25
S&P Global is a really good example of what we're describing.
Fabian Renauer
Fabian RenauerGUEST
5:29
The company generates most of its profits from two core franchise businesses.
Fabian Renauer
Fabian RenauerGUEST
5:33
Number one, its credit rating agency.
Fabian Renauer
Fabian RenauerGUEST
5:36
Number two, its family of market indices, including the S&P 500.
Fabian Renauer
Fabian RenauerGUEST
5:40
In our view, these are among the highest quality businesses in the world.
Fabian Renauer
Fabian RenauerGUEST
5:44
They have durable competitive advantages, strong pricing power, and long-term structural growth drivers.
Darren Cabral
Darren CabralHOST
8:52
So you're starting to see that shift happening, but you still view this as a window of opportunity?

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