John Muth
Macro Strategist
13 years of experience
John Muth, Senior Vice President, is the firm’s Macro Strategist responsible for global economic outlooks and macro research across the firm. Prior to joining Cohen & Steers in 2016, Mr. Muth was an analyst in the global multi-asset group at Oppenheimer Funds, where he performed macro research and asset allocation for a series of multi-asset 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
Expected returns for the next 10 years amid elevated inflation and resilient global growth
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.
