Matthias Paul Kuhlmey

Matthias
Paul Kuhlmey

Matthias Paul Kuhlmey is a Partner and Head of Global Investment Solutions (GIS) at HighTower Advisors. He serves as wealth manager to High Net Worth and Ultra-High Net Worth Individuals, Family Offices, and Institutions.

Articles
The End of Oil… and Other Things
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; Unlike other goods, the price formation of oil will be determined not only by supply and demand, but also in part by geopolitical considerations, and, more importantly, active price management.
Emerge
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; Emerging markets (EM) have fallen out of favor; long forgotten is the exciting heyday of BRIC investing, and tales of who would be the world's next superpower.
Sugar Rush Intermission
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; Just as a piece of candy can bring a comforting sugar rush to a tired child, immediate benefits will soon turn sour.
Stressed Out
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; Current conditions in Europe are a harsh reminder of 2011, and may lead the world's financial system to its very own stress test - not only limited to the European banking sector.
What Color is Your Gold?
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; Like it or not, “shunned” gold bugs may actually have interesting points to contribute to a value investment discussion.
Pump Up the Vol
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; Last week’s sharp increase in “vol” (or volatility, for the casual observer) of U.S. equities was a subtle reminder that financial markets cannot go up in perpetuity.
Glass Half Full
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; Critical observers need to understand that water is not only a vital commodity, but also a universal human right.
From Mayfair to Boardwalk
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; In guiding investors, we can draw parallels between the U.K. and U.S., and may even offer a careful outlook into future developments.
The Bear of 2015
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; Financial conditions that come with labels such as overoptimistic, overbought, and overconfident are not usually associated with producing attractive long-term results.
Why We Like Inflation - Or Do We?
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; As long as price increases are not a material reality, the Fed will 'like' some inflation and 'not like' it, a tough balancing act to be sure.
Notoriously Big
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; What has become known as “too big to fail”, U.S. financial institutions continue to grow even bigger, especially with respect to their derivatives business.
Kraftwerk Germany
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; The German economy, now in its best condition in more than 50 years, continues to power the success of most of the European Union (EU).
X-Factor Japan
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; Like Japan, the entire western world continues to suffer from the lasting effects of a balance-sheet recession—not those of an ordinary “textbook” recession.
Beloved Unloved
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; Until we embrace new methods to make more reliable asset allocation choices, this equity market will keep its label as “the most unloved bull of all time.”
The Smell of Money 3
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; Investors cannot underemphasize the importance of global investing, particularly when “sniffing-out” opportunities in an attempt to preserve their global purchasing power.
Industry Newsletters
Careers Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×