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Even after the strong six-year run in stocks, the U.S. remains the best bet from every angle, the CIO of private wealth management at Goldman Sachs told CNBC.
"The gap between the United States and key countries, whether we're talking about developed countries or emerging markets, has actually widened," Sharmin Mossavar-Rahmani said in a "Squawk Box " interview Thursday.
In fact, she says the American economy is firing on all cylinders and much of that strength may not be fully priced into the markets yet.
"Odds are in favor of being fully invested in U.S. equities," she said. "The U.S. was pre-eminent before the crisis and is even better positioned after the crisis. Deleveraging headwinds are pretty much over and growth has been incredible."
Rahmani is one of the lead co-authors of Goldman's 2015 investment outlook report, which was released Friday.
On Wednesday, Goldman Sachs Chairman and CEO Lloyd Blankfein similarly told "Squawk Box" the macro picture still looks favorable for U.S. stocks.
He also said the Federal Reserve should keep interest rates low because pushing an expanding U.S. economy forward is easier than getting it moving again after a pullback.
Even with valuations being where they are, the firm still expects modest equity returns in the mid-single-digits.
Specifically, Rahmani said banks, high-yield bonds, and bank loans could offer interesting incremental returns this year that would beat out equities at the margin.
On a global scale, Goldman favors Spain, but has concerns about France and thinks Japan has upside potential in the face of big policy moves.
Meanwhile, the energy space is still an attractive long-run play.
"Oil will be in these [current] ranges for the next six months but will eventually stabilize at higher levels," Rahmani said. "So we'd advise our clients to position themselves conservatively to take advantage of that."
But after a banner year for the stock market in 2014, Goldman said a few potential red flags to watch for include short-term disruptions from the Federal Reserve's expected interest rate increases, geopolitical turmoil overseas in Russia and the Middle East, and heightened populism in Europe.