As you know, I am bullish on the Eurozone and China, feeling the greatest growth and upside is in those geographies.
Over the next few weeks, I will be in the UK and continental Europe, seeing companies and policy makers. My fellow portfolio manager, Angus Wright, will be in mainland China, doing exactly the same.
At AIM we strongly believe you have to “get out to find out”, with real world “tyre kicking” the best research anyone can do. Our job is to predict where earnings and dividend growth is in 6, 12 and 24 months and you don’t work that out sitting in front of screens in the office.