Investors are trained to obsess over earnings. Beats and misses dominate headlines, drive short-term price moves, and anchor most conversations around stocks. That framework worked when liquidity was ...

In an increasingly fragmented and complex global economy, the traditional approach of capital allocation—dividing assets across equities, bonds and alternatives—is no longer sufficient to meet the ...

Capital allocation at LyondellBasell differs materially from that of its major peer. The current dividend yield is now above 10%, a signal the market doesn't believe that it can be sustained. Even ...