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Rohan Thiru

Rohan Thiru

Vice President & Portfolio Manager at Canoe Financial, specializing in fixed income with CPA, CA, CFA credentials

Jul 23, 2026

Canoe Perspectives

Canoe Perspectives

Stampede brunch highlights: Rohan Thiru on fixed income

Jul 23 · 10m

Darren Cabral
Darren CabralHOST
1:04
and the stock market.
Rohan Thiru
Rohan ThiruGUEST
1:06
Why do I think inflation is going to be sticky and higher? For three big reasons.
Rohan Thiru
Rohan ThiruGUEST
1:11
Deglobalization, monetary expansion, and geopolitical instability.
Rohan Thiru
Rohan ThiruGUEST
1:18
Deglobalization.
Rohan Thiru
Rohan ThiruGUEST
1:20
1990s, China came into WTO, and they started exporting deflation because of cheap labor.
Rohan Thiru
Rohan ThiruGUEST
1:27
And I truly believe deglobalization is happening.
Rohan Thiru
Rohan ThiruGUEST
1:30
China is going to decouple from the US.
Darren Cabral
Darren CabralHOST
4:47
What do you see here? Starting in the 1960s,

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