134. What hedge fund allocators want in 2026: Inside AIMCo’s investment playbook

134. What hedge fund allocators want in 2026: Inside AIMCo’s investment playbook

May 27, 2026 · 51 min · Episode 134

About this episode

The episode discusses how institutional investors are adapting their strategies in response to changing market conditions.

After a decade of relative stability, the investment landscape is changing fast. Higher interest rates, geopolitical fragmentation and persistent market volatility are forcing institutional investors to rethink how they allocate capital, construct portfolios and manage risk. In this episode of The Long-Short , we speak with Brandon Gill-New, Managing Director and Head of External Partnerships at the Alberta Investment Management Corporation (AIMCo), one of Canada’s leading institutional investors. Gill-New sits at the centre of AIMCo’s relationships with external managers across public and private markets, giving her a rare perspective on how large asset owners are adapting to a far more uncertain investment environment. Hosted on Acast. See acast.com/privacy for more information.

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