New York
Our New York office, located near the heart of Wall Street, enables us to offer deep insights into policy and regulatory dynamics to help clients navigate the complex intersection of policy and investment.
420 Lexington Ave, Ste 940
New York, NY 10170
202-449-9862
Our Latest Insights
The Coming SLG Boom
May 27, 2025 By Matt Wiederrecht, Head of Capstone's Special Situations Team Capstone believes companies and investors are underappreciating opportunities associated with state and local governments (SLGs) spending—particularly in construction, govtech, and outsourced...
Trump’s Movie Tariff Effort Faces Key Obstacles
May 21, 2025 By Andrew Gier, CFA, Head of Capstone's Trade Practice Capstone believes material obstacles will prevent the Trump administration from imposing tariffs on foreign films, shielding producers and streamers such as Netflix Inc. (NFLX), Walt Disney Co. (DIS),...
Section 232 Could Sink US Port Revenues
May 20, 2025 By Andrew Gier, CFA, Head of Capstone's Trade Practice Capstone believes that tariffs on China and Section 232 tariffs on heavy industrial products and vehicles will lead to significant long-term import slowdowns across US ports due to the magnitude of...
