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TAM Portfolio PDF's 2012 

Commentary for investment professionals from TOWER Investments.
January
TOWER Portfolio January 2012
Key theme: Credit rating agency calls time on eurozone dithering
February
TOWER Portfolio February 2012
Key theme: Why Trade Me represents good value
March
TOWER Portfolio March 2012
Key theme: Monetary policy magic works both ways in asset markets.
April
TOWER Portfolio April 2012
Key theme: Getting ready for when the party stops