Healthy Diagnosis: Providers Well-positioned for the Year Ahead
January 2, 2025 By Wylie Butler, Capstone Healthcare Analyst Download the Report Capstone believes 2025 will feature a broadly positive policy backdrop for healthcare providers, with three major themes dominating. We expect a reversal of labor union alignment rules...
Spectrum of Change: FCC to Back Satellite Growth With America-First Policies
January 2, 2025 By Matt Wiederrecht, Head of Capstone’s Special Situations Team Capstone believes a Republican-led Federal Communications Commission (FCC) will take an “America first” stance in the satellite race against China by boosting new, large US-based...
Firewall Frenzy: Cyber Vendors Benefit Amid Rising Global Tensions
January 2, 2025 By T.J. Pyzyk, Capstone Tech, Media, and Telecommunications Analyst We believe the Trump administration will take a more aggressive cyber-security posture and gut the Cybersecurity and Infrastructure Security Agency (CISA)—moves that will escalate...
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...
