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 ⬇
RockCreek
Financial Services
Washington, DC 7,579 followers
A global investment firm that applies innovation to decision making to help shape a more sustainable tomorrow.
About us
RockCreek is a global investment firm that applies innovation, data, and technology to generate long-term value. With more than $16 billion in assets, RockCreek partners with university endowments, foundations, pension plans, corporates, sovereign funds, and family offices. RockCreek generates long-term value through its $11.3 billion investment in sustainable companies and the energy transition, as well as its $8.4 billion investment in diverse firms, including $2.7 billion in woman-owned firms, $1.7 billion in Latino-owned firms, and more than $1 billion in Black-owned firms. RockCreek’s Futures team provides strategic growth capital to companies and includes the Smart Futures fund that makes growth equity investments in companies catalyzing the energy transition.
- Website
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https://therockcreekgroup.com
External link for RockCreek
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Washington, DC
- Type
- Privately Held
- Founded
- 2003
Locations
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Primary
1133 Connecticut Ave NW
Washington, DC 20036, US
Employees at RockCreek
Updates
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We are only half way through July. But already much has changed. On the economy, there is now more clarity. Rate cuts are coming in the US, most likely in September. Data on inflation and jobs over the last week have confirmed that the balance of risks has shifted. Politically, the world is also at a pivot point. But here, recent events have just deepened uncertainty... All this, and more, in RockCreek's newsletter ⬇ https://lnkd.in/eet9wruK
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Afsaneh Beschloss, RockCreek founder and CEO, joined CNBC Overtime to discuss the impact of global elections on markets. Watch the full interview below.
More than 80 countries- about half the global population- will go to the polls to cast their votes this year. This weekend's election in France offered some surprising results as the far Right's rise suffered an unexpected blow as the Left surged. So what does that mean for risk in the global markets? RockCreek founder and CEO Afsaneh Beschloss thinks Europe remains investable. "Europe has become more investable... the UK has done really quite well on the expectation that this Labour government would be winning and would be changing economic policy so if you look at equity markets in the UK, they've done quite well."
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RockCreek is excited to share more about our investments in Nexamp, Crosstown Fiber, and Renewance. Each of these companies has a strong presence in Illinois and represents both an attractive economic opportunity, as well as long-term societal benefits and having a positive impact on communities by creating jobs and enabling the energy transition. Read more at the link below. Justin Heyman Maria Woodman Anahita Smeets
Investing in the Illinois of the future | RockCreek
https://therockcreekgroup.com
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The mantra “higher for longer” has been everywhere this month in discussions of US interest rates. Economic strength and higher than hoped for inflation have both contributed. This week, good news was bad... Read all about it in RockCreek's newsletter ⬇ https://lnkd.in/eAywsJVg
5.24.24-Higher for how much longer?
therockcreekgroup.com
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RockCreek was honored to host a luncheon for fellows from the Atlantic Council’s WIn Fellowship, a program for women in the Middle East and North Africa region aimed at enhancing women’s economic participation. As part of the luncheon, Alifia Doriwala moderated a panel discussion with Emily Zhen, Principal at Zeal Capital Partners, Hannah Granade, Founder and CEO of BossTax, and Erin Harkless Moore, CFA, Managing Director at Pivotal Ventures, on entrepreneurship and raising capital to grow early-stage businesses.
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Alifia Doriwala, RockCreek Co-Chief Investment Officer for OCIO Services, joined the Bloomberg Surveillance team in Washington, DC during a busy week of Spring Meetings of the IMF and World Bank Group to discuss global opportunities. Watch the segment here: https://lnkd.in/eMVfgdgb
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Today, we are excited to share that we have invested in Renewance Inc, a leading company that is helping EV fleets and renewable energy project owners maintain, repair, and optimally manage their batteries. The business is both enabling and benefitting from the energy transition. We are sharing more about our investment, and our Smart Futures approach on RockCreek's website: https://lnkd.in/ebA4sP5C. Maria Woodman, Anahita Smeets, and our whole Smart Futures team is looking forward to partnering with Jamal Burki, Tom Newhall, and Sander Jacobs, as well as IMM Investment Hong Kong and Evergreen Climate Innovations!
Our Investment in Renewance | RockCreek
https://therockcreekgroup.com
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Our Smart Futures team announced a growth equity investment today in Renewance Inc, a rapidly growing company that is optimizing industrial batteries to enable tremendous growth in the EV and renewable energy industries. Want to learn more about their thinking, how we found the deal, and why we think opportunities like this are so compelling? The team discusses this and more over on our website
Our Investment in Renewance | RockCreek
https://therockcreekgroup.com
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RockCreek Managing Director Siddarth Sudhir, CPA, CFA and Director Kevin Kelly shared insights at the With Intelligence - Pension Bridge US Private Credit Conference this week. Siddarth spoke on “Widening Your Exposure: Allocating Beyond Direct Lending,” sharing insights on emerging themes such as the rise of Credit Tenant Leases and the synergy they bring to portfolios alongside direct lending investments, and Kevin joined for a discussion on “Real Estate Credit: Diamonds in the Rough,” where he highlighted the potential of real estate co-investment opportunities and the diversification benefits that they offer within the CRE landscape.
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