Firewall Frenzy: Cyber Vendors Benefit Amid Rising Global Tensions
Download the Report 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 global cybersecurity tension. We also expect Congress to push for...
Underwriting Amid Volatility: Health Insurers Will Brace for Policy Shifts and Risks
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 are underappreciating, primarily involving the Affordable Care Act (ACA) subsidy...
Trump’s Tech Wall: Intensifying “Tough on China” Policy Approach to Pose Global Risks
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 technologies. These tensions pose underappreciated risks for domestic and foreign...
Crypto Surge: Trump’s SEC to Boost Industry and Bank Involvement
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 decrease in enforcement actions by the SEC will allow for an expansion of crypto ETFs and...
