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
stock market trader glasses
The Human Condition
The human condition is a peculiar thing, as we like to rely on habits (if not rituals) to make day-to-day life easier.
sailboats
The Thing With the Tide and All Boats
Central bank policies may be sending real estate past the lofty targets set by the equity market.
Summer Charts: A New Capitalism Needed
Americans are becoming far more comfortable with (or reliant upon) higher levels of debt.
stock market chart
Summer Charts: Something’s Gotta Give
There is a sense that the current market environment does not “feel right,” especially given the emotional aftermath of the equity volatility spikes that occurred near the beginning of this year and following the pro-Brexit vote.
yuan dollars
Summer Charts: Of Black Swans and Other Creatures
Given unprecedented equity levels, paired with an only “OK” economy, critical observers of financial markets are looking (if not waiting) for the next proverbial shoe to drop.
job interview
Summer Charts: Incognito Employment
The number of employed workers as a percentage of the pool of "employable" has become mathematically more attractive, but is not entirely reflective of a truly "healthier" economic picture.
Thin Red Line
Brexit is a reminder that it is time to draw the proverbial line and give way to more broad-based social-market capitalism.
Still Water Runs Deep
If we follow acclaimed hedge fund manager Michael Burry’s investment path, the next big opportunity (or crisis, for that matter) will be related to water.
Great Britain UK mohawk beach
Breaking Paper Plates
VIEWPOINTS—Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; Europe, these days, appears to be nothing short of a dysfunctional mess and, at best, good for a relaxing vacation.
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: Eggs, Milk, and the Morning Paper
VIEWPOINTS—Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors: Inflation has found other “outlets,” as reflected in most asset prices, including equities and real estate, while deflation continues to impact growth in the global economy.
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.
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