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 •...
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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 2, 20231 min
Abbey Road Investment Views, Jan. 2023
Changing policy in China • China has surprised by suddenly ditching zero Covid • This points to near-term disruption but recovery later •...
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...
Dr. Philippe Becker
Oct 13, 20221 min
Quant Corner – Issue 1
Intrinsic Valuation of Alphabet (as of October 4, 2022) The aim of our Quant Corner publications is to highlight a company’s valuation...
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
May 7, 20221 min
Abbey Road Investment Views, May. 2022
Inflation – Wages are key • Economic growth is slowing • A recession is not inevitable but the risks are rising • Inflation is peaking:...
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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