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
When the Dust Settles
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; When in doubt, technical analysis can be used to assess the strength and “health” of a momentum-driven market that is not necessarily supported by valuations.
Summer Charts: The Cost of Living
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; Judging by official inflation readings that are still at very modest levels, rising prices appear to be a distant echo of the past.
Summer Charts: The Debt Burden
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; Trillions of dollars created by policymakers continue to support the “healing process” of the global economy and especially the financial system.
Summer Charts: Cross-Asset Class Volatility
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; The planned minimization of risky outcomes can be a double-edged sword, as “smoothing out” volatility may actually cause a given system to become inherently more risky.
Summer Charts: Purchasing Power
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; Purchasing power is “the value of money when measured by the quality and quantity of products and services it can buy.”
Holding Back the Year?
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; If you are just 'tuning in' now, the question is why someone should read this blog instead of the many other choices out there. Here's the pitch.
Canary in the Coalmine
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; Now is the time for investors to adapt a rigorous financial planning framework, recognize the relationship between risk and reward, and adhere to a standard of global diversification.
Bulltrap Made in China
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; Not unusual (or entirely exclusive to China) since the passing of the recent Global Financial Crisis, stocks continue to portray a significant disconnect between the real and financial economy.
Spirits of a Material World
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; The European showdown is back on and, as much as opinions are divided, we have to recognize that issues related to Greece are symptomatic of the deep-rooted flaws of Europe’s united economy (EU) and especially its monetary union (EMU).
Social Club
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; With so many different management approaches, the most sensible engagement with social investing is to first decide what aspects are most important on an individual basis, and then attempt to express this point of view via given options.
You Spin Me Right Round
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; Full circle: Given our reflections on global debt and leverage, there are tactical and strategic approaches to investing that can be taken.
Old Medicine in New Bottles
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; For now, an investment in Japanese equities offers an attractive relative-value opportunity, especially with other developed markets topping out from a valuation perspective.
APEX 2015: An Unobstructed View
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors;The power of collective wisdom may easily outstrip a “professional house view."
Cheap Dirt
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; There is a notion that I have a “bearish” undertone in my financial writings. Truth be told, I just don’t get excited about most equity markets (at current valuations) or many other available liquid investment choices.
Price Check
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; Investors need to protect their wealth by identifying future stores of value, especially given the lack of attractive options for nearly all assets in the current environment.
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