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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Trump’s Coming Global Infrastructure Play

Trump’s Coming Global Infrastructure Play

February 24, 2025 By Daniel Silverberg, Co-Head of Capstone's National Security Team, and Alexander Slater, Managing Director in Capstone’s Corporate Practice President Trump’s skeptical approach to foreign assistance suggests his administration is likely to require...

The Growing Healthcare Provider Shortage Problem

The Growing Healthcare Provider Shortage Problem

February 10, 2025 By Wylie Butler, Capstone Healthcare Analyst Every great healthcare analyst starts their origin journey as pre-med student. Based on the latest healthcare workforce projections, it might have been better if a few of us had stuck to the path. More and...