LyondellBasell (LYB) Retraces Amid Shifting Commodity Sentiment

Alluvium Asset Management’s Conventum – Alluvium Global Fund declined during the second quarter of 2026, posting losses across multiple currency denominations. The fund fell 1.4% in EUR terms, 2.2% in USD terms, and 3.9% in AUD terms despite a powerful equity rally dominated by semiconductor companies. While some holdings such as Alphabet benefited from strong cloud growth and Robert Half posted solid gains, cable businesses and several healthcare and consumer holdings dragged on ov