The FCC’s Closing Window: Why Regulators Will Double Down on Their Agenda
By Matt Wiederrecht Introduction Capstone believes the Democrat-led Federal Communications Commission (FCC) will double down on its aggressive agenda ahead of the 2024 elections, posing a swath of underappreciated risks and opportunities across the telecommunication...
Providers Under Pressure: Why Healthcare Providers Will Feel the Heat, and How Relief May Emerge
By Wylie Butler Introduction Capstone believes most healthcare providers will be pressured by sustained labor inflation in the wake of the pandemic as temporary federal boosts exit the system and a savings-focused Congress shuts the tap off. However, we expect...
Insurance Industry on the Regulatory Spotlight: Why Regulators Will Have a Heavier Hand in the Sector and the Opportunities and Risks it Will Bring
By Makenzy Mohrman Introduction Capstone believes regulatory developments in 2024 will produce challenges for specific subsectors of the US insurance industry while unveiling underappreciated investment opportunities in others. We expect to see meaningful developments...
Caught in the Middle: Why US-China Competition Holds Underappreciated Risks for Microelectronics and Consumer Goods
By Ian Tang Introduction Capstone believes US-China tensions pose notable underappreciated risks in the upcoming election year for microelectronics manufacturers and platforms selling consumer goods made in China, despite a more stable US-China relationship...
