Summary: Although 2012 has been marked by continued equity volatility, markets have rebounded sharply over the past several months on positive news out of Europe and the potential for additional stimulus. Is this renewed confidence in equity markets here to stay? To find out, chief investment strategist Rohit Sehgal provides his outlook for the global economy and equity markets, discusses some of his key investment themes, and describes how his mutual funds and hedge funds are currently positioned.
