Capstone's Top Underappreciated Policy Catalysts for 2024
Welcome to Capstone’s annual forecast of unappreciated policy and regulatory themes companies, investors, and industries should expect to play out in 2024. Here we explore unprecedented energy spending, the underappreciated risks of artificial intelligence, shifting US-China Strategy, and a host of risks and opportunities in the healthcare, financial services, and tech industries, and more. See below for our top 14 underappreciated policy catalysts across the industries we cover.
The Unstoppable IRA Wave
Why the Clean Energy Bill Will Withstand Repeal Efforts and other Challenges
AI Wars to Heat up
Why the US and EU Will Escalate Their AI Trade War, and Why it Carries Underappreciated Risks
The Strategic Shift
Why US-China Policy Will Shift to More Subtle Posturing
Crypto’s Regulatory Moment
Why a Confluence of Regulatory Dynamics Will Spark the Asset Class
Waves at The Ballot Box
Why EU Electoral Dynamics Will Have Underappreciated Implications Across Industry
The FCC’s Closing Window
Why Regulators Will Double Down on Their Agenda
Providers Under Pressure
Why Healthcare Providers Will Feel the Heat, and How Relief May Emerge
Trouble on All Sides
Why Insurers Face Underappreciated Pain Ahead
A Rocky Path
Why Pharmaceutical Manufacturers Face a Tougher Road Ahead
The CFPB Unshackled
Why the Temperature Will be Turned Up on the Consumer Finance Industry
Insurance Industry in the Regulatory Spotlight
Why Regulators Will Have a Heavier Hand in the Sector and the Opportunities and Risks it Will Bring
Banks Fight Back
Why Banks Will Push Back Aggressively Across Several Regulatory Fronts and why Regulators Won’t go Down Without a Fight
Caught in the Middle
Why US-China Competition Holds Underappreciated Risks for Microelectronics and Consumer Goods
The Two Faces of Education Policy
Why the Education Industry Will See Elevated Regulatory Activity and the Risks and Opportunities it Will Present
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