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Our Latest Insights

The Rules of Trump’s Trade War

The Rules of Trump’s Trade War

March 10, 2025 By Andrew Gier, CFA, Head of Capstone’s Global Trade Practice Since President Trump took office, Capstone has received a flood of questions about the direction of US trade policy. One of the most common has been, “How do you predict what this guy is...

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...