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
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.
Hangin' With the Rich Kids
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; Not only is the gap between the “haves” and others widening materially, but cheap money and credit often serve as a basis for perceived wealth.
Losing Interest
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; Investors need to closely monitor the effects of the unwinding of Fed policy support as a primary risk to financial markets, not only related to their bond positions, but to their entire portfolio mix.
Cybermen
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; Recent events are a testament to the growing complexity and challenges of an ever-expanding cyber world.
Would You Like to Buy an E?
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; With U.S. equity markets already trading at above-average valuations, the assessment of the “right" E is essential to help avoid future pitfalls or even outright losses.
Dry Spell
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; Aside from a thoroughly executed financial plan to inform asset allocation choices, value and trend are key considerations to achieving investment success.
Collective Wisdom Scorecard
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; Presenting a scorecard of blog entries from July 2014 through March 2015, including comparisons of our major forward-looking themes vs. real-world outcomes.
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