FOCUS 2025: Concentrated investing in U.S. equities – Stephen DuFour
On October 16 and 17, Fidelity Investments Canada hosted FOCUS 2025, connecting our portfolio managers and experts with advisors. On today's episode, Stephen DuFour takes the stage at FOCUS to share his thoughts on concentrated investing and where he’s finding opportunities in U.S. equities.Â
At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
-------- Â
31:40
--------
31:40
From silicon valley to Canada: What's driving technology? – Evan Zehnal
There’s been a lot of noise around artificial intelligence lately — from headlines about bubbles and breakthroughs to debates on commercialization and regulation. With so much happening, it can be hard to know what truly matters. That’s why Evan Zehnal joins the show today. He is an Assistant Portfolio Manager on the Global Innovators, Special Situations, and Canadian Growth Company Funds, and an equity research analyst based in our San Francisco office, working closely with Portfolio Manager Mark Schmehl. A fun fact: both Evan and Mark are MBA graduates from Columbia Business School — a program known for its value investing roots — yet today, they’re key players on Fidelity’s Growth Team, managing over $50 billion in AUM across three mandates that have beaten 100% of their peers since inception. Evan’s journey started on the credit side at TD, followed by roles at several hedge funds, before making the move to San Francisco to join Mark. Today, he brings a unique blend of quantitative experience and fundamental insight to the team. On this episode, Evan helps cut through the noise and highlight the areas in AI, defense, and innovation that investors should be paying attention to.
Recorded on November 7, 2025.
At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
-------- Â
29:35
--------
29:35
FOCUS 2025: Asset allocation update: a global perspective – David Wolf, David Tulk and Ilan Kolet.
On October 16 and 17, Fidelity Investments Canada hosted FOCUS 2025, connecting our portfolio managers and experts with advisors. On today's episode, David Wolf, David Tulk and Ilan Kolet take the stage at FOCUS to talk about their global asset allocation outlook.
At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
-------- Â
42:42
--------
42:42
The quant opportunity: Fidelity's data-driven capabilities – Gilbert Haddad
What happens when human insights meet advanced analytics? That’s Fidelity’s Quantitative Research and Investments team - or QRI. A team where data scientists, mathematicians, and portfolio managers work side by side - all focused on one goal: finding the next great investment idea. And today's guest is giving you a look into their world. How does he turn data into investment ideas? And what does it mean to have this capability at a private company like Fidelity? Joining this episode to unpack all this and more is QRI’s Head of Advanced Strategies and Research, Gilbert Haddad.
Recorded on November 5, 2025.
At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
-------- Â
29:11
--------
29:11
Jurrien Timmer's global macro view – November 17, 2025
With market concentration and top-heavy-ness a reality, how narrow is the path forward for investors to tread? There is an argument for harvesting beta, but there is also the presence of powerful stimulus in US markets from a loosening Fed and benevolent tax policy - both of which can propel equity markets further into the horizon. This propulsion is evident over-seas as well as in the US, allowing investors the choice to diversify via region. Joining today's episode for his brilliant take at the beginning of a big week for US - and maybe global - earnings is Fidelity’s Head of Global Macros Jurrien Timmer.
Recorded on November 17, 2025.
At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Â
Connecting you to the world of investments to help you stay ahead. Expand your investing horizons with access to experts when you need them. Listen to FidelityConnects podcasts on the go, anytime, anywhere! Also, visit www.fidelity.ca to register for live interactive webcasts.
Canada - english