She recommends investors start looking at attractive, deep value and high-quality stocks as such cash-rich companies will be able to take advantage of government fiscal and monetary stimulus drives.
(Watch interview at left)
In Asia, she is upbeat on South Korea's KT&G, as well as Singapore Press Holdings. "They have always maintained quite a good track record at maintaining the dividend payout, even during the recession years," Roth said about the two stocks. She is also bullish on Nintendo and China Mobile.
Roth added that her bank sees a lot of value, or bargains, in the high-grade corporate bond space. She said inflation linked-bonds are also starting to look attractive as inflation bottoms out.
But when it comes to commodities, Roth isn't convinced they are safe-haven investments.
"We are still underweight commodities," she said. "We have been so since June of last year. It did not turn out to be...you know, the safe haven as everyone believed."
She warned that as long as the U.S. dollar continues to be stable, it will be very difficult for the commodities space to pick up.
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Catch "Protect Your Wealth" on CNBC's Asia Pacific network every Tuesday on "CNBC's Cash Flow," Wednesday on "Asia Squawk Box" and Thursday on "Capital Connection."