Why Glenn August Says Oak Hill Can Make 15% Returns

The video discusses the current state of the market, highlighting the impact of COVID-19 and the opportunities available in various asset classes. It emphasizes the importance of asset allocation and explores potential returns in credit markets, including private credit and distressed sectors. The discussion also touches on the effects of election outcomes and vaccine progress on market conditions.

What factors have contributed to the current state of the new issue market?

• Rising inflation rates

• Decreased investor interest

• Lifted election uncertainty and vaccine progress

• Increased distressed sellers

How has COVID-19 affected travel-related sectors according to the transcript?

• Travel has completely stopped

• Travel remains unaffected

• Travel has decreased by 50-80%

• Travel has increased by 50-80%

What is the potential return range for below investment grade credit markets?

• 8-10%

• 4-7%

• 1-2%

• 3-4%

In which market segment can investors potentially earn 15% or more returns?

• Distressed debt converted to equity

• Real estate

• Government bonds

• High yield bonds

Why is there an explosion in the private equity market?

• Investors are seeking double-digit returns

• Decreased market regulations

• Increased public sector investments

• Government incentives