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...
The Growing Housing Regulatory Reckoning
November 13, 2023 By Makenzy Mohrman, Capstone Financial Services Analyst Against the backdrop of the global pandemic, the US housing market saw one of the steepest increases in both home price and rental rate growth in history. Home prices climbed over 40% between...
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...
Basel III and the Looming Threat to Tax Equity Market and Clean Energy Industry
October 2, 2023 By Thomas Dee, CFA, head of Financial Services, and Eric Scheriff, head of Global Energy The US bank regulators’ recent “Basel III endgame” proposal has drawn rebuke from nearly every corner of the financial services sector – a natural response to a...
