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
Rise of the Machines
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; It is best to quickly come to terms with the notion that we have entered a new market paradigm with opposing forces at play
The Force Awakens
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; Volatility has been suppressed, and 2016 is likely the year for a new volatility regime to unfold.
Winter Charts: A Season to Remember
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; Starting a new year also means setting the “investment stopwatch” back to zero.
Winter Charts: A Vertical World
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; A now more-domesticated and energy-independent U.S. is looking closer to home in pursuit of its economic needs.
Winter Charts: An Emerging Conundrum
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; With future growth certain to take place in the emerging world, creating an allocation to EM is key to a long-term, diversified, global portfolio approach.
Winter Charts: Cross-Asset Class Volatility
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; The right combination of global diversification, active stock selection (over passive “beta” investing), and thoughtful financial planning can provide a strong basis for every investment process.
A New World Order
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; The world of finance has become nothing short of a centrally planned game, with policymakers driving asset markets as well as currencies.
To Hike or Not to Hike?
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; With an understanding that Fed policy has been a substantial driver of asset markets, there is value in considering the rate environment and stance of our policymakers going forward.
About Prince and the Revolution
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; Investors who are 'all in' for U.S. equities today will likely not receive the results they desire. Now is the time to maintain utmost discipline
The Power of Crowds
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; While there should never be a single method for formulating an investment thesis, our WoX index has been a helpful component for evaluating trends in asset allocation and investor sentiment.
Art and Science
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; When in doubt, if traditional valuation models are not producing reliable results, advisors should look for other measures to guide their decision-making.
Back to the Future (This Time for Real)
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; Even considering that Dr. Emmet Brown, aka “Doc,” insisted that he did not design the time machine for financial gain, we still could not resist publishing our very own “over time” findings.
Don’t Forget Your Shopping List
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; The basis for sound decision-making has never changed, and should be focused on attractive valuations and anticipated future growth.
Life of a Turkey
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; We continue to think that the delta between domestic markets and other financial opportunities (e.g., certain commodities, emerging markets equity, and select fixed income), is hard to justify in the long run.
Money in the Bank
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; It should not come as a surprise that buybacks have been considered Wall Street’s new drug, particularly in an attempt to manage stock prices to higher levels in the absence of QE.
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