U.S. Emily Roland, chief investment strategist at John Hancock Investment Management, says stocks are the most suitable for investors when compared with their international counterparts. Roland, who noted that global economic growth was slowing and other countries were struggling, told CNBC’s Bob Pisani during the Future Proof wealth fest that the U.S. showed signs of stabilization. She said that the U.S. equity market is the “place to go” for investors. Roland stated in an interview at the Huntington Beach conference that the U.S. was simply holding up better than the rest. “I’d call it the most clean shirt in today’s dirty laundry.” Roland explained that her reasoning is based on her belief that quality stocks would perform better in an environment of late cycle. She said that there are many of these companies in the U.S. and advised investors to focus on sectors such as health care and tech. She said that U.S. Bonds offer a “unique” opportunity for investors. She said that arguments that the 60/40 strategy — which involves investing about 60% in stocks and 40% in bonds — is dead are exaggerated. Roland warned investors to move quickly as bond yields are likely to “come down significantly” during the next recession. She said that bonds now have income, something they hadn’t seen in the last 15 years. “And that’s what we like. “
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