Insights and Updates: Archives

The latest from McMorgan


Topical, proprietary research in an ever-changing market environment

Perspectives Summer 2015

Tactical Portfolio Management
Using Multiple Risk Factors

Perspectives March 2014

Capital Markets Q&A:  2013 Recap and 2014 Outlook

Perspectives August 2013

A Deeper Look at Infrastructure



McMorgan Insights and Updates

Directions February 2017

Manager Spotlight:  TOBAM

Directions Spring 2015

Solutions for an Uncertain Market Environment

Directions Spring 2014

Staying Responsive to the Needs of Taft-Hartley Plans

From our investment partners

Capital Markets

AB | August 2017
What Could a New-Look Fed Mean for Markets?

Speculation is building about a looming shake-up in the leadership of the US Federal Reserve.

AB | June 2017
Can Companies Deliver on Earnings Expectations?

AB reexamines their positioning in the context of slower US growth and a potential pause in Fed hikes this year.

McMorgan & Company | March 2014

Q&A 2013 Recap and 2014 Outlook

A brief summary of what transpired in the capital markets in 2013 and what may lie ahead in 2014 from both McMorgan’s CIO and from our network of third-party, strategic investment partners.


Fixed Income

AB | December 2014
Playing with Fire: The Bond Liquidity Crunch

AB explores liquidity concerns afflicting the global fixed income market as well as what investors are able to do to protect themselves.

Bradford & Marzec | December 2014
The Oil Supply Shock of 2014

Bradford & Marzec’s analysis of the impact that lower oil prices could have on the economy, the consumer, and fixed income markets.

AB | November 2014

Deflation in the Euro Area: Are we there yet?

Darren Williams, Senior European Economist at AB, discusses the current challenges facing the Eurozone and the European Central Bank.


TOBAM | September 2016
Why Diversify? The Maximum Diversification® Approach

TOBAM introduces their patented Diversification Ratio® and illustrates the benefits available through maximizing diversification within an investment portfolio.

Cornerstone Capital | July 2014
The Cornerstone Capital Mid-Cap Earns PSN Top Guns Award

The Cornerstone Capital Mid-Cap Strategy has been awarded: PSN “Top Guns: Bull & Bear Master” for the 3 year period ending 3/31/2014.



McMorgan & Company | August 2013
Digging Deeper into Real Assets with Infrastructure

Carmen Racy-Choy, CIO, expands on the topic of real assets with an overview of infrastructure investing.

McMorgan & Company | February 2013
Exploring Real Assets

Carmen Racy-Choy, our Chief Investment Officer, discusses the investment rationale for real assets and where she sees some of the most promising opportunities.