Arjun Mittal | Abbey Road IG

Arjun Mittal

Opportunities Will Come Along

The flow of money from the Middle East to Asia had slowed a little although it is only a matter of time before it picks up again....

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...

Arjun Mittal

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

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

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

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

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

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...

Arjun Mittal

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

Abbey Road Investment Views, Apr. 2022

Abbey Road Monthly Investment Views

Arjun Mittal

Abbey Road UCITS Fund Fact Sheet, Jan. 2022

Abbey Road Fund January 2022 fact sheet is now ready for download.