Rowan forecasts hybrid business will grow 2.5 to 3 times from $30 billion in five years.
“That's a $30,000,000,000 business. I think that business will be two and a half to three times its size in the next five years.”
Rowan believes hybrid strategies offer the best risk-reward with downside protection and equity upside in uncertain times.
“You're getting downside protection because the world is uncertain from a geopolitical and an economic point of view. You have enough equity upside that you should have pretty good returns.”