Oak Hill CEO on Opportunities in Europe, Brexit

The transcript discusses the current state of European markets, highlighting distress in certain sectors like shipping and real estate, and the impact of Brexit on market stability. It explores investment opportunities in distressed markets and the potential for market dislocation due to political events. The speaker emphasizes the importance of strategic investment in volatile markets, leveraging distressed funds and capitalizing on market overreactions.

How has the recovery in Europe been characterized in the text?

What factors are contributing to the anxiety in the European market according to the text?

What opportunities are mentioned in relation to the German banks and their debt?

What potential impact could a hard Brexit have on the markets according to the speaker?

What is the significance of overreaction in the market as discussed in the text?