Volatility, AI, Rates, and Reality: A Year in Review

Mark Ting reviews how Foundation Wealth’s three core mandates—equity, income, and diversifiers—performed over the past year and how they are positioned for the future, with a focus on managing volatility, maintaining diversification, and exercising emotional discipline in the face of market noise. The discussion covers themes such as interest rates, inflation, AI‑related opportunities, and global macro developments, while emphasizing a long‑term, process‑driven approach rather than market timing or reacting to headlines.

Foundation Wealth Partners LP (“FWP”) is registered as a Portfolio Manager and Exempt Market Dealer in all Canadian provinces and the Yukon territory.

This material is distributed for informational purposes only and is not intended to provide personalized legal, accounting, tax, or specific investment advice, nor does it constitute a recommendation or an offer to buy, hold, or sell any financial products. The information is not tailored to any investor’s circumstances. Please speak to a Foundation Wealth Partners advisor regarding your unique situation. Past performance is not indicative of future results; any statements that are predictive in nature are not guarantees of future performance. For more information, please visit Disclaimer & Terms of Use