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Global Asset Allocation: Crude Calculations
Warnock, Francis E.; Hergenroeder, Leo Case F-1647 / Published March 14, 2011 / 22 pages.
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Product Overview

Fully updated through end-2017, this case examines the oil market. The protagonist's task was to decide whether her pension fund should allocate some funds to oil, and if so, how much. The decision requires an assessment of oil's features as a strategic component in any portfolio as well as whether the time is right for an opportunistic tactical allocation. Factors that must be considered include how supply and demand for oil will be affected by global economic policy, geopolitical concerns, the availability of alternatives such as natural gas, and rising demand from emerging markets, among other factors.


Learning Objectives

To use the tools of international macroeconomics, combined with an understanding of supply and demand in the oil market, to form a view on the likely path of oil prices.

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  • Overview

    Fully updated through end-2017, this case examines the oil market. The protagonist's task was to decide whether her pension fund should allocate some funds to oil, and if so, how much. The decision requires an assessment of oil's features as a strategic component in any portfolio as well as whether the time is right for an opportunistic tactical allocation. Factors that must be considered include how supply and demand for oil will be affected by global economic policy, geopolitical concerns, the availability of alternatives such as natural gas, and rising demand from emerging markets, among other factors.

  • Learning Objectives

    Learning Objectives

    To use the tools of international macroeconomics, combined with an understanding of supply and demand in the oil market, to form a view on the likely path of oil prices.