The Minutes of Marc Rowan on derisking https://minutesof.com/marc-rowan/on/derisking/ Everything Marc Rowan has said on derisking: 3 verbatim quotes between December 2025 and April 2026, each with a timestamp and a link to the recording it… en Mon, 31 Aug 2026 13:10:36 +0000 Rowan says investors sold equities, not bonds, to buy private credit, thereby de-risking their portfolios. https://minutesof.com/q/f4db4559-bc2d-4215-a98f-f69b177f5d00/ https://minutesof.com/q/f4db4559-bc2d-4215-a98f-f69b177f5d00/ “no one sold their treasuries or their investment grade bonds to buy private credit. Investors sold their equities.” — CNBC Television Wed, 15 Apr 2026 15:43:40 +0000 derisking Rowan argues private credit formation derisk economy by moving credit off bank balance sheets and democratizin https://minutesof.com/q/e3bb4091-d16e-46a2-bba6-a99f2c9ccacc/ https://minutesof.com/q/e3bb4091-d16e-46a2-bba6-a99f2c9ccacc/ “It's derisking because it moved it off bank balance sheets and essentially democratized it throughout our economy.” — Bloomberg Live Tue, 03 Mar 2026 17:46:05 +0000 derisking Rowan says investors move from equity and high yield to levered lending for same returns with less volatility. https://minutesof.com/q/d922ff49-9767-4c2b-b830-5b7ceca1dccb/ https://minutesof.com/q/d922ff49-9767-4c2b-b830-5b7ceca1dccb/ “Generally, what investors are doing is they're taking money out of equity or out of high yield bonds and moving into levered lending. It's roughly the same return, and it is less volatile.” — Yahoo Finance Wed, 10 Dec 2025 23:30:16 +0000 derisking