The 5 -year treasure yield is being stood out in the midst of the troubles renewed on the bond market. Quality companies in the sectors that benefit from the current environment deserve increased attention. Chevron and Lyondellbasell are distinguished as resilient and value -focused investments about to obtain solid yields.
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While bond yields increased in 2025, the note oscillating approximately 4.50%, investors faced a changing market landscape. The increase in yields, often a signal for increasing interest rates and inflationary pressures, tends to question growth -oriented sectors such as technology while creating opportunities in value -oriented cyclic industries.
Source: Investing.com
Two companies that are distinguished as convincing investment opportunities in this environment are Chevron (NYSE 🙂 and Lyondellbasell Industries NYSE :). These companies, rooted in the energy and chemical sectors, are well positioned to surpass when yields increase due to their resilience, attractive dividend yields and exposure to macroeconomic tail winds.
1. Chevron
Current price: $ 135.29
Estimate of fair value: $ 179.45 (+ 32.6% upwards)
Dividends yield: 5.05%
Chevron, one of the largest oil and gas companies integrated in the world, is an exceptional choice when obligations give an increase. Higher yields are often correlated with inflationary pressures, which tend to push prices of raw materials, including oil, upwards. The diverse operations of Chevron, covering exploration upstream, intermediate transport and downstream refining, allow it to capitalize on high energy prices.
Source: Investing.com
The substantial dividend yield of the oil giant – current at 5.05% – invests them a bonus compared to the yield of the treasury at 10 years, creating an attractive income proposal even as rates increase. Above all, Chevron has increased its dividend for 37 consecutive years, demonstrating a commitment to return capital to shareholders throughout the economic cycles.
The advantage of the “fair value” of 32.6% of the company suggests that CVX shares are currently undervalued by InvestingPro models, offering a notable potential for …
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