Nick Rohatyn
12 statements across 1 episodes · 6 bullish · 2 bearish · 1 people on the record · first statement Jan 22, 2026 by Nick Rohatyn · across every show →
On the record as a speaker too: Nick Rohatyn's record, appearances and statements → this page counts the times other people say the name.
Everything said about Nick Rohatyn, oldest first
Jan 22, 2026 positive
Jan 22, 2026 bearish
Monoline mid-sized emerging market managers will inevitably go out of business
“If you are a monoline
Mid-sized emerging market manager, public or private.
It is not a question of, are you going out of business?
It's a question of, when are you going out of business?
Because of the question you asked, the cycles. Unpredictable and violent…”
Jan 22, 2026 positive
Western allocators unfairly denigrate the rule of law in emerging markets
“I think that people inaccurately in holding, let's say, the U.S. As the benchmark for rule of law, for sanctity of contract, for this, for that, unfairly denigrate a lot of these other places because there are rules in all of these places. There are laws in al…”
Jan 22, 2026
Jan 22, 2026 positive
Jan 22, 2026
Jan 22, 2026
Jan 22, 2026 positive
Enduring asset managers must build solution-oriented supermarket platforms
“The other way is to say, look, I have these investment capabilities. How can I create a solution for you out of those investment capabilities? In a way, that's what the large asset managers do. It's a supermarket. You want a diet version, you want a full calor…”
Jan 22, 2026 positive
Jan 22, 2026 positive
Emerging markets investing must be run as a standalone horizontal activity
“One of the things I had known about emerging markets is emerging markets is a horizontal activity. I had built it at JPEEP as a horizontal standalone activity. It was not a fixed income subsidiary, not a subsidiary of equities or of anything else. It was its o…”
Jan 22, 2026
Rohatyn created the first emerging market bond benchmark at J.P. Morgan
“I was responsible for building the first bond benchmark in emerging markets. It was called the Emerging Market Bond Index, MB. I did that at the time at JP in order to help grow the pie because I, of this exact point, people needed a benchmark.”
Jan 22, 2026 negative
Monoline EM private equity investors without currency expertise face major problems
“This is why you put a monoline private equity guy out there in Mexico who just knows how to do private equity that has no clue about currency forwards, currency options, currency swaps. You're gonna have a big problem.”