The Fallout: Preparing for the Growing Economic Risk of Natural Disasters
October 16, 2023 By Matt Wiederrecht, Capstone’s Head of Special Situations This year the US has set another grizzly record— a record no one wants, but one we believe companies and investors will have to continue to get used to. In 2023 America experienced 24 enormous...
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...
The Rising Risk of a Government Shutdown, The Timing, and What Happens Next
September 25, 2023 By Hunter Hammond, Capstone lead Congressional analyst With government funding on the verge of expiration next week when the fiscal year closes, a muddy political path forward, and dwindling time for a temporary spending measure to keep federal...
