2023 Policy Forecasts
Welcome to Capstone’s annual forecast of unappreciated policy and regulatory themes companies, investors, and, industries should expect to play out over the course of the year.
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Our Latest Insights
The EU Moves Toward A Russian Gas Ban
October 15, 2025 It has been three-and-a-half years since Russia invaded Ukraine, setting off efforts to punish Russia by isolating it from global markets. However, Russia’s importance as a supplier to global energy markets has complicated these efforts, and it has...
New Pentagon Funding Opens up Opportunities for Nontraditional Defense Contractors
By Elena McGovern and Michael Wang, National Security Team Capstone believes the FY26 National Defense Authorization Act (NDAA) will create opportunities for innovative nontraditional defense contractors while increasing the risk to incumbent vendors. The US...
Our Biggest Trade Policy Calls: What We Got Right and Wrong and What We LearnedÂ
October 6, 2025 By Andrew Gier, CFA, Head of Capstone’s Trade & Tariffs Practice Taking the stage after being inaugurated as the 47th President of the United States on January 20th, President Trump reiterated a thought he had shared often during his...
