John Muth
Macro Strategist
12 years of experience
John Muth, Vice President, is the firm’s Macro Strategist responsible for providing global macro analysis and forecasts to Cohen & Steers’ investment committees. Prior to joining the firm in 2016, Mr. Muth was an analyst in the global multi-asset group at Oppenheimer Funds, where he performed macroeconomic research for a series of top-down asset allocation funds. Previously, he was a research associate at the Federal Reserve Bank of Richmond. Mr. Muth has an MS from University of Oxford, Pembroke College and a BS from Villanova University. He is based in New York.
Insights by John Muth
Capital Market Assumptions: Expectations for the next 10 years amid a generational change for markets
We expect higher fixed income and real asset returns alongside lower U.S. equity returns for the next decade.