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
WoX – The Voice of HighTower
VIEWPOINTS—Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors: According to the WoX index, over recent months, survey participants reduced their allocation to global equities (from nearly 60 percent to 50 percent) way before the “slump” occurred in the second half of 2015 and early 2016.
Spring Charts: Catering to Your ADD
VIEWPOINTS—Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors: While the market and the economy have reached, and even surpassed, pre-crisis levels, wage growth remains muted in comparison.
Cross-Mojonation
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors: Whereas emerging economies without the commodity emphasis continue to outperform broad EM, the tactical approach to “play” a commodity recovery has also produced positive results.
The Last One Standing
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors: Comparing current conditions to the previous 2007 peak, the historically low cost of capital truly is different.
An E-ntervention
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; We remain firm in our view that the risk/reward for investing in most U.S. equities remains largely unfavorable.
Defining the Ugly
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; Current times mark an environment for the level-headed to embrace opportunities presenting themselves in the ugly face of volatility.
Consumer Affairs
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; Whenever there is noise, investors need to identify a clear decision-making framework.
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.
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