PepsiCo’s M&A missteps hurt long-term returns—read why dividend investors should rethink PEP stock despite a 4% yield.

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 ...

Structural alpha investing explained. How corporate structure, spinoffs, capital allocation, and governance create hidden ...

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 ...