The Minutes of Marc Rowan on fixed income https://minutesof.com/marc-rowan/on/fixed-income/ Everything Marc Rowan has said on fixed income: 2 verbatim quotes between April 2022 and May 2023, each with a timestamp and a link to the recording it… en Mon, 31 Aug 2026 13:10:40 +0000 Twenty years ago, there was alpha left in publicly traded fixed income markets. Firms like ours offered you a https://minutesof.com/q/36815de4-5af4-406d-ba97-bc86a88bb10d/ https://minutesof.com/q/36815de4-5af4-406d-ba97-bc86a88bb10d/ “Twenty years ago, there was alpha left in publicly traded fixed income markets. Firms like ours offered you a high yield bond account, a levered loan account.” — Barron's Thu, 11 May 2023 15:16:29 +0000 fixed income Rowan explains Athene cannot buy fixed income in public markets because there is no excess return, only beta. https://minutesof.com/q/fce83d29-8aa9-4727-b2a9-73b7f556e278/ https://minutesof.com/q/fce83d29-8aa9-4727-b2a9-73b7f556e278/ “Athene as a retirement services company wants 95% fixed income and 5% alternatives. But that 95% fixed income they can't buy in the market because the market is now completely beta.” — David Rubenstein Wed, 20 Apr 2022 11:09:09 +0000 fixed income