Insurance Industry on the Regulatory Spotlight: Why Regulators Will Have a Heavier Hand in the Sector and the Opportunities and Risks it Will Bring

Insurance Industry on the Regulatory Spotlight: Why Regulators Will Have a Heavier Hand in the Sector and the Opportunities and Risks it Will Bring

By Makenzy Mohrman Introduction Capstone believes regulatory developments in 2024 will produce challenges for specific subsectors of the US insurance industry while unveiling underappreciated investment opportunities in others. We expect to see meaningful developments...
Replaying the Trump Card: Exploring Implications of a Trump Second Act

Replaying the Trump Card: Exploring Implications of a Trump Second Act

October 9, 2023 By Thomas Dee, Capstone Head of Research and Strategy It’s time to consider the possibility that Donald Trump will be reelected to a second term in the White House.  In many respects, such a scenario sounds implausible: only one other president...