Global Multi-Asset Investment Strategist, True Insights

Jeroen Blokland

All-round Multi-Asset investor. Former head of a EUR 5 billion multi-asset fund range. Speaker. Charts & Frameworks. Founder of True Insights, a provider of independent investment research, trade ideas & well-diversified portfolios.
https://true-insights.net/

Global Multi-Asset Investment Strategist

The Great Game – Who’s Calling the Shots at Opec?

When Inflation Peaks, Favor Nominal over Real Assets: The Multi-Asset Evidence

Changes in Portfolio Weights: Calibrating the Weight of Nominal and Real Assets.

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Cross Asset Strategy

China & United states / Cross Asset Strategy

<ul>
<li>Since 1990, OPEC has announced a production cut on 26 occasions.</li>
<li>Historically, oil prices have done well after OPEC announced a production cut, especially between three and 12 months after the announcement.</li>
<li>Expanding the analysis to commodity returns reveals that even though the prices of oil futures tend to fare well after oil production cut announcements, this is less so for Commodities. </li>
</ul>


Since 1990, OPEC has announced a production cut on 26 occasions.
Historically, oil prices have done well after OPEC announced a production cut, especially between three and 12 months after the announcement.
Expanding the analysis to commodity returns reveals that even though the prices of oil futures tend to fare well after oil production cut announcements, this is less so for Commodities. 


Oil Prices Soar when OPEC Cuts Production