Insurer Checkup: PE Scrutiny Grows, But Annuities Gain from Deregulation
January 3, 2025 By Makenzy Mohrman, Capstone Financial Services Director Capstone believes insurers will continue to face more scrutiny over investment strategies, reinsurance practices, and the use of data intelligence tools. Exposure to catastrophe risks and extreme...
Challenging the Giants: Big Tech’s Growing Antitrust Battles in Court
January 2, 2025 By Ian Tang, Capstone Tech, Media, and Telecommunications Analyst Capstone believes the executive and judicial branches will step up scrutiny of Big Tech platforms in 2025, including Alphabet Inc.’s Google, ByteDance Ltd.’s TikTok, and Live Nation...
Charting AI’s Course: Identifying the Accelerators and Roadblocks Ahead
January 2, 2025 By JB Ferguson, Head of Capstone’s Tech, Media and Telecom Team The AI market will accelerate in 2025 in response to the US government’s efforts to build its AI infrastructure and roll back regulation. Amid this momentum, several dynamics will...
Tariff Tango: Trump’s Trade Moves to Shake Up Global Markets
January 2, 2025 By Andrew Gier, CFA, Capstone Trade Analyst Download the Report Capstone believes President Trump will use tariffs aggressively, prioritizing tariffs on products imported from China, and will move forward with a 10%-20% universal tariff. These actions...
