ABsolute Returns

Hosted by AIMCo

Episodes

Language

EN-CA

About the show

Institutional investors have the power to move markets and the duty to navigate them wisely. ABsolute Returns explores the financial trends, macroeconomic events, and global forces that shape the work of these investors, in a podcast from the Alberta Investment Management Corporation.

Listen to episodes

4 recent

29 min

From FOMO to FOLD (The Fear of Looking Dumb) – Real Estate Investing in 2024

In this episode of ABsolute Returns, we are joined by one of the biggest names in real estate, Jon Love, Founder and Executive Chair of KingSett Capital, and AIMCo’s Paul Mouchakkaa, Executive Managing Director and Global Head of Real Estate, to dive into the nuances behind the ever-dominating real estate headlines, and the unexpected bright spots of this asset class for institutional investors. Then, to understand how downtown buildings are adjusting to the post-COVID hybrid and work-from-home era, AIMCo’s Doug Brunsdon, a Portfolio Manager responsible for AIMCo’s Canadian real estate portfolio, takes us inside Calgary’s most prominent business address: Eighth Avenue Place.

29 min

Moving Markets and Investing in the Newest/Oldest Asset Class

In this episode of ABsolute Returns, Dr. Ashby Monk, Executive and Research Director at the Stanford Research Initiative, explains why he thinks institutional investors have the power to move markets like never before. Then, AIMCo’s Jonathan Braams joins to discuss a relatively new space to invest in a sector that’s as old as civilization – agriculture. Please note, the content on this podcast is provided for general information purposes only. AIMCo is not a financial advisor, and the information provided does not provide legal, accounting, tax, investment, financial or other advice and should not be relied upon for such purposes. Every person’s financial planning needs are different. For advice on how you should prepare financially for retirement, please seek credentialed independent professional advice. Further, external speakers have been invited to provide their own viewpoints and do not reflect the AIMCo views.

37 min

Interest Rates, Artificial Intelligence and a Thousand Days of Transformation

In this inaugural episode, ABsolute Returns dives into three issues affecting the investment world today: interest rates, artificial intelligence and this time of transformation. Host Alex Zabjek sits down with University of Toronto professor and author, Ajay Agrawal, to discuss how a new wave of AI is challenging the status quo - and how you can get on board. Former Chair of the Board for AIMCo, Mark Wiseman, reflects on the transformative changes of the last several years and why they can't be ignored. Finally, two years after the Bank of Canada started a series of rate hikes, AIMCo's Chief Economist, Jean David Tremblay-Frenette, breaks down the numbers behind the central bank's latest decision. Please note, the content on this podcast is provided for general information purposes only. AIMCo is not a financial advisor, and the information provided does not provide legal, accounting, tax, investment, financial or other advice and should not be relied upon for such purposes. Every person’s financial planning needs are different. For advice on how you should prepare financially for retirement, please seek credentialed independent professional advice. Further, external speakers have been invited to provide their own viewpoints and do not reflect AIMCo views.

1 min

Welcome to ABsolute Returns!

ABsolute Returns will help you make sense of the world of institutional investing and Alberta’s place in it. Institutional investors put money to work on the largest scales possible by investing in stocks, bonds, real estate, infrastructure, and private equity – here at home and abroad. It’s a space where macroeconomic and financial forces shape both the risks and rewards of the work. Each episode will bring you insights and analysis from a variety of guests who will help demystify the complexities while adding finance related content and context. Institutional investors have the power to move markets and the duty to navigate them wisely. ABsolute Returns will help listeners better understand that work. From our home base in Alberta, this podcast has been created by the Alberta Investment Management Corporation.