Underwriting Amid Volatility: Health Insurers Will Brace for Policy Shifts and Risks
January 2, 2025 By Grace Totman, Co-Head of Capstone’s Healthcare Practice Download the Report Capstone believes the incoming Trump administration will usher in a volatile 2025 for health insurance payors. There are several themes within payors that investors...
Trump’s Tech Wall: Intensifying “Tough on China” Policy Approach to Pose Global Risks
January 2, 2025 By Ian Tang, Capstone Tech, Media, and Telecommunications Analyst Download the Report Capstone believes that a second Trump administration will intensify the US’s “tough on China” technology policy approach and expand the scope of controlled...
Crypto Surge: Trump’s SEC to Boost Industry and Bank Involvement
January 2, 2025 By T.J. Pyzyk, Capstone Tech, Media, and Telecommunications Analyst We believe the crypto industry will benefit from regulatory clarity and increased investment established by a pro-crypto Securities and Exchange Commission (SEC). We anticipate a...
How the Dept. of Government Efficiency Will Use Its Platform
November 25, 2024 By Elena McGovern, co-head of Capstone’s National Security Team, Michael Wang, National Security analyst, and Hunter Hammond, Macro Policy analyst Capstone believes that the greatest near-term impact of the Department of Government Efficiency (DOGE)...
