On the leading edge

McMorgan is focused on providing Taft-Hartley investors with the latest thinking on topics that are important to you. We share our intellectual capital, and the intellectual capital of our investment partners, through a series of newsletters and research publications.


Directions February 2017
Directions Spring 2015
Directions Spring 2014


Perspectives Summer 2015


Capital Markets

March 2014 | Q&A: 2013 Recap and 2014 Outlook — McMorgan & Company

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

September 2015 | Playing with Fire: The Bond Liquidity Crunch — AB

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

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

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

November 2014 | Deflation in the Euro Area: Are we there yet? — AB

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


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

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

October 2014 | Third Quarter Investment Review & Outlook — Institutional Capital

Institutional Capital’s thoughts on the economic backdrop, the outlook for the financial markets, and portfolio strategy.

July 2014 | 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.

September 2012 | The Wall Street Transcript — Institutional Capital

Jerrold K. Senser, CFA, CEO and CIO of Institutional Capital discusses seeking stock-specific and thematic catalysts in large-cap value investing.


January 2014 | Private Equity & Job Creation — Private Advisors

Private Advisors shares their thoughts from the lower middle market.

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

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

February 2013 | Exploring Real Assets — McMorgan & Company

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