Insights

Rising geopolitical tensions involving the U.S. and Iran have drawn market attention, but the more significant force shaping portfolios may be the accelerating AI transformation of the economy. In this piece, Mark Ting examines how markets historically absorb geopolitical shocks, explores the debate around AI-driven capital spending and strategic incentives, and outlines recent portfolio adjustments made in response. Rather than reacting to short-term headlines, the analysis focuses on structural change, sector implications, and disciplined risk management in an evolving investment landscape.

AI is rapidly reshaping the economy and the stock market, even as the Nasdaq pulls back. In this video, Mark Ting breaks down why the recent tech selloff is less about AI failing and more about markets moving from hype to reality. He'll explain how AI is changing productivity, which sectors are likely to benefit, and where the most interesting investment opportunities may emerge as this next phase of the AI cycle unfolds.

Fundata Canada Inc. has recognized the Foundation Wealth Income Pool with a FundGrade A+® Award for the second consecutive year, highlighting its consistent, risk-adjusted performance. The award underscores Foundation Wealth Partners’ disciplined investment approach, active income strategy, and commitment to delivering strong, client-focused outcomes in a competitive Canadian fund landscape.

President Trump’s nomination of Kevin Warsh as the next Chair of the U.S. Federal Reserve has triggered sharp market reactions—but headlines may be missing the deeper implications. In this piece, Mark Ting examines Warsh’s background, his evolving views on monetary policy, and why markets may be misinterpreting what his leadership could signal for interest rates, liquidity, and financial conditions. Rather than focusing on labels like “hawk” or “dove,” the analysis explores how credibility, policy framework, and market perception intersect at a critical moment for the global economy.

Markets are navigating rapidly shifting geopolitical headlines, but the underlying forces shaping the global economy are more durable. A multi-year race to build technological and industrial capacity—particularly in AI, energy, and infrastructure—is influencing capital allocation, inflation dynamics, and asset performance. Mark Ting explores how these structural trends are affecting markets, precious metals, and portfolio positioning amid ongoing uncertainty.

In this update, Mark shares his perspective on recent market developments, including central bank policy, liquidity conditions, and the broader investment backdrop. He discusses how these themes may influence market sentiment and volatility in 2026, and provides context around the uncertainty investors continue to face. The piece also includes a link to Mark’s recent CBC interview, where he outlines his current market outlook and key themes he is watching.

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.

Mark Ting reviews major market developments in 2025, revisiting earlier expectations related to tariffs, inflation, currencies, and equity markets. The piece examines how markets unfolded after a period of heightened volatility and discusses the role of diversification and risk management in navigating uncertainty.

A brief review of the recent market pullback, the factors behind it, and why maintaining a disciplined, long-term approach remains important.

Wondering if the AI boom has peaked? Join portfolio managers Mark Ting and Matthew Mantle as they dive into recent market volatility, debate whether AI stocks are overhyped, and share insights on what long-term investors should watch—and why a patient approach can be valuable for long-term investors.