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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The AI Safety Mirage

The AI Safety Mirage

September 30, 2024 By JB Ferguson, head of Capstone’s Technology, Media, and Telecommunications practice AI safety regulation may eventually diminish the risks of catastrophic outcomes, but nearly any headline risk you can imagine is enabled now, by current AI models....

Election Risks and Opportunities for Chemical Companies

Election Risks and Opportunities for Chemical Companies

September 25, 2024 By Walker Livingston, energy & industrials analyst Trump Efforts to Roll Back Risk Rules for Chemicals Would Face Obstacles; Harris Would Increase Focus on Environmental Justice  Capstone believes that former President Trump would try to...

Signals from Harris’ Healthcare Platform

Signals from Harris’ Healthcare Platform

By Grace Totman, co-head of Capstone's Healthcare Practice September 23, 2024 THE BOTTOM LINE We believe the recent release of Vice President Kamala Harris' Platform indicates that a win would benefit the women's health industry and healthcare unions. Her platform...