The Minutes of Marc Rowan on investment grade https://minutesof.com/marc-rowan/on/investment-grade/ Everything Marc Rowan has said on investment grade: 10 verbatim quotes between October 2024 and May 2026, each with a timestamp and a link to the… en Sun, 30 Aug 2026 16:22:32 +0000 Rowan says the investment grade private credit market is $38 trillion, making the total private credit opportu https://minutesof.com/q/57b3985f-9d7f-4b4f-8b43-f089e37bb6f8/ https://minutesof.com/q/57b3985f-9d7f-4b4f-8b43-f089e37bb6f8/ “The investment grade private credit market, which is being driven by the global industrial renaissance, is a $38,000,000,000,000 market. Therefore, the total opportunity in private credit is some $40,000,000,000,000” — Castify Earnings Call Mon, 25 May 2026 09:45:14 +0000 investment grade Rowan says Apollo will provide daily pricing for all corporate investment grade assets by June 30. https://minutesof.com/q/cbb1591a-cb88-4fa1-9013-0fa3380b3313/ https://minutesof.com/q/cbb1591a-cb88-4fa1-9013-0fa3380b3313/ “For our platform, which is the largest private credit platform in the world, by sixthirty, our investors will have daily pricing for all corporate investment grade fixed income assets.” — Castify Earnings Call Mon, 25 May 2026 09:45:14 +0000 investment grade Rowan predicts five tech companies will be among ten largest investment-grade issuers within five years. https://minutesof.com/q/d1ad2449-4fcf-4d78-86cf-fcabd5bf2f4e/ https://minutesof.com/q/d1ad2449-4fcf-4d78-86cf-fcabd5bf2f4e/ “The 10 largest issuers of IG five years from now, if everything holds, are gonna be five large tech companies and five large banks.” — CNBC Events Thu, 16 Apr 2026 13:25:25 +0000 investment grade Rowan says Apollo originated over $300 billion in new investments last year, with 80% being investment grade. https://minutesof.com/q/22297caf-9989-43d8-a8c1-4fad0a1075f1/ https://minutesof.com/q/22297caf-9989-43d8-a8c1-4fad0a1075f1/ “So if you think last year, we originated a little over $300,000,000,000 of new investments, mostly credit. 80% of that was investment grade. I assure you no one is complaining about the lack of buccaneering.” — Bloomberg Live Tue, 03 Mar 2026 17:46:05 +0000 investment grade Rowan reports Apollo originated over $300 billion in new investments last year, with 80% being investment grad https://minutesof.com/q/65a618eb-2003-48a9-b384-88be874a6ced/ https://minutesof.com/q/65a618eb-2003-48a9-b384-88be874a6ced/ “So if you think last year, we originated a little over $300,000,000,000 of new investments, mostly credit. 80% of that was investment grade. I assure you, no one is complaining about the lack of buccaneering.” — Bloomberg Podcasts Tue, 03 Mar 2026 16:46:49 +0000 investment grade Rowan challenges the forty-year assumption that private markets are inherently riskier than public markets. https://minutesof.com/q/ce45dcc4-d0f6-445a-bb4c-0eae566d86c4/ https://minutesof.com/q/ce45dcc4-d0f6-445a-bb4c-0eae566d86c4/ “The disconnect in people's minds of private and investment grade is actually funny to watch sometimes, because we've grown up with forty years of thinking that private is risky and public is safe.” — Marsh Fri, 06 Feb 2026 21:54:43 +0000 investment grade Rowan corrects misconception that private credit means levered lending when most is actually investment grade. https://minutesof.com/q/543a8422-0b5d-4ec2-a76d-a0d8cec27e8d/ https://minutesof.com/q/543a8422-0b5d-4ec2-a76d-a0d8cec27e8d/ “And the reality is most private credit is investment grade, And most of the credit in the financial system that is private, banks, insurers, pension funds, is investment grade.” — Yahoo Finance Sun, 21 Dec 2025 16:00:06 +0000 investment grade Rowan says most private credit is investment grade, contrary to financial press focus on levered lending. https://minutesof.com/q/4560b34c-2299-45af-8fce-3d0c425a07b9/ https://minutesof.com/q/4560b34c-2299-45af-8fce-3d0c425a07b9/ “In much of the financial press, private credit means levered lending, a below investment grade deal related activity.” — Yahoo Finance Wed, 10 Dec 2025 23:30:16 +0000 investment grade Rowan notes investment grade bonds take five days to sell, predicting poor trading in risk-off moments. https://minutesof.com/q/5f3b9b3c-78a9-4cb6-a9c3-9f0c03e62ef4/ https://minutesof.com/q/5f3b9b3c-78a9-4cb6-a9c3-9f0c03e62ef4/ “Takes five days today to sell an investment grade corporate bond. We should expect in every risk off moment public credit to trade poorly.” — Bloomberg Podcasts Mon, 05 May 2025 14:48:44 +0000 investment grade Rowan says Apollo has done $100 billion in investment grade private deals since AB InBev. https://minutesof.com/q/393cdf09-24a4-4cf2-89a9-929df8409375/ https://minutesof.com/q/393cdf09-24a4-4cf2-89a9-929df8409375/ “A $100,000,000,000 later we're still doing investment grade private deals. And I I see nothing but a long line of interesting borrowers and interesting situations” — Bloomberg Television Wed, 02 Oct 2024 13:14:05 +0000 investment grade