Arjun Mittal
Abbey Road Investment Views, May. 2023
Inflation should fall to 2-3% next year • Near-term core inflation will stay sticky • But next year inflation should fall fast • Bond...
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Arjun Mittal
Apr 4, 20231 min
Abbey Road Investment Views, Apr. 2023
US rates after the banking crisis • Banks will tighten lending standards, (Focus p2) • The Fed’s terminal rate is likely slightly lower •...
Arjun Mittal
Mar 7, 20231 min
Abbey Road Investment Views, Mar. 2023
US rates in the medium term • Where rates settle medium-term is key for investors • A return to near zero looks unlikely • Rising bond...
Arjun Mittal
Feb 10, 20231 min
Abbey Road Investment Views, Feb. 2023
Markets discount central bank hawkishness • Investors expect a cut in US rates by end-year • But a return to 2% inflation will take time...
Arjun Mittal
Jan 18, 20232 min
UK Midcap Stocks and the Pound*
We think UK midcap stocks (FTSE 250) could do well this year, despite looming recession risk. The Bank of England is expected to raise...
Arjun Mittal
Dec 7, 20221 min
Abbey Road Investment Views, Dec. 2022
US GDP resilience is likely temporary • US economic activity has accelerated recently • But leading indicators still point to recession •...
Arjun Mittal
Nov 7, 20221 min
Meeting an Expanding Need
Arjun Mittal, Founder and CIO of Abbey Road Investment Group, provides insight into the role, the benefits of, and the reasons for the...
Dr. Philippe Becker
Oct 29, 20221 min
Quant Corner – Issue 2
Valuation of Alphabet via a variety of methods (as of Oct. 27, 2022) In our previous Quant Corner, we reported the results of an...
Arjun Mittal
Sep 5, 20221 min
Abbey Road Investment Views, Sept. 2022
The Fed talks tough • The Fed is focussed on inflation • It will stay hawkish even as inflation falls, at first • Core inflation and...
Arjun Mittal
Jun 16, 20221 min
Abbey Road Investment Views, Jun. 2022
Central banks: To neutral or beyond? • Central banks are now set on going to ‘neutral’ • This is priced already into bonds and stocks •...
Arjun Mittal
Apr 5, 20221 min
Abbey Road Investment Views, Apr. 2022
Abbey Road Monthly Investment Views
Arjun Mittal
Jan 28, 20221 min
Abbey Road UCITS Fund Fact Sheet, Jan. 2022
Abbey Road Fund January 2022 fact sheet is now ready for download.
Arjun Mittal
Jan 2, 20221 min
Abbey Road Investment Views, Feb. 2022
• Market volatility is making investors nervous • Inflation is key in 2022. See Focus page 2 • China’s slowdown will intensify. See...
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