RockCreek

RockCreek is excited to announce our investment in Infinium’s Series C! Infinium is producing ultra-low carbon eFuels to significantly reduce the carbon footprint of the aviation, transportation, and manufacturing sectors. As part of the Series C raise, RockCreek's Smart Aviation Futures portfolio is joining other leading investors including Brookfield, Advantage Partners/ Japan Hydrogen Fund, Development Bank of Japan Inc., Mitsubishi Corporation, Japan Oil, Gas and Metals National Corporation (JOGMEC), Amazon, AP Ventures, NextEra Energy Resources, Mitsubishi Heavy Industries, Neuman Esser, SK Innovation, and University of Michigan to support the company's continued growth and expansion. Justin Heyman Anahita Smeets Maria Woodman

RockCreek is excited to announce our investment in Metafuels' latest funding round! This investment was made by RockCreek's Smart Aviation Futures portfolio, joining other leading investors in the round, to help Metafuels demonstrate its sustainable e-fuel production process and advance the development of its first industrial scale projects. Justin Heyman Anahita Smeets Maria Woodman

🌟 RockCreek Wrapped 2024 🌟 Unprecedented political events in the US 🏛️, power shifts in the Middle East 🌍, and near-collapse of European governments...and amidst global surprises, the US economy surged ahead 📈 and markets kept rising 🚀. Against this backdrop, RockCreek presents the 2024 Top Ten!

This summer was a time of dramatic change: in politics, geopolitics and – in world’s two largest economies – in economic policy and markets... RockCreek sees three themes to watch as the year ends: 🏛 Rising political tensions in the US and globally. Will conflict – including potentially in the US – spill over to affect the economy and markets? 💵 Inflation subsiding, back to price stability. Interest rates are going down, but will not go back to zero. 🌎 Return of global imbalances? Strong US consumption and growth looks set to continue, lifting the global economy. Read our quarterly commentary letter 👇 https://lnkd.in/epHwqFpr

Alifia Doriwala joined Bloomberg Open Interest to discuss recent economic data, AI as an investment theme, and considerations for diversified portfolios. Watch the segment here:

When the Federal Reserve kicked off monetary easing with a big 50-point cut ✂️ last week, few expected another bonus for markets to be announced by China’s central bank 🏛️ a week later... Read all about it in RockCreek’s newsletter 📰 https://lnkd.in/ePvXGAkP

The Federal Reserve is set to cut interest rates next week, kicking off a long-awaiting easing cycle. ✂ The only question is whether the initial cut will be a cautious 25 basis points or whether the Fed will go big with a 50 bp cut. Read all about it in RockCreek's newsletter ⬇ https://lnkd.in/ebF6Cyam

Two years after raising interest rates at a near-record pace, to more than 5%, the Federal Reserve is finally poised to begin to ease policy. Fed Chair Jerome Powell could not have been clearer in his major speech at Jackson Hole last week. Moving away from the all out fight against inflation that he outlined at the same venue in 2022, Chair Powell declared “the time has come for policy to adjust.” The question for investors is no longer when the Fed will begin to cut policy rates, but by how much and how quickly... All this, and more, in RockCreek's newsletter ⬇ https://lnkd.in/eQ33cm53

Alifia Doriwala, Co-Chief Investment Officer for OCIO Services, joined Bloomberg Open Interest to discuss considerations for investors in equity markets during and beyond earnings season. Watch the segment here.   More market insights can be found in RockCreek’s latest quarterly commentary letter: https://lnkd.in/grzPgTYi

Markets were calm in Q2. The political scene was not. Helped by lower inflation and evidence of a gentle cooling in the labor market, volatility in US financial markets stayed low throughout the quarter. Looking ahead, RockCreek sees three themes for investors to watch in coming months: 🏛 Politics. In an era of disruptive and volatile global politics, the most important election is coming in November, in the US. 💵 Monetary easing: Fed to follow now? In a break with the usual pattern, the Federal Reserve has been lagging the global monetary cycle this year rather than leading. 🌎 Globalization under pressure. The pandemic is over. Supply bottlenecks have unwound. But the move to highlight resilience rather than efficiency is still top of mind for policymakers. Read RockCreek's full quarterly commentary ⬇