Our Insights
Insights
Discover the latest insights from Capstone analysts offering perspectives on policy and regulatory issues that we believe investors and businesses underappreciate. Our thought-provoking analyses are designed to empower leaders to navigate complex challenges and drive successful outcomes.
5 key takeaways from Capstone and Holland & Knight’s PE Ownership in Healthcare Breakfast
Capstone and Holland & Knight hosted a breakfast for private equity (PE) investors on December 9th in New York City, recapping state...
How Trump’s National Security Strategy, NDAA Expand Private Investment Opportunities
President Trump’s National Security Strategy and the National Defense Authorization Act of 2026, which passed the Senate on December 17th, codify a...
The Deregulatory Pendulum Swing: Life after a Neutered Consumer Finance Protection Bureau
Capstone believes the Trump administration is intent on dismantling the Consumer Financial Protection Bureau (CFPB), even as the agency—constrained...
The Environmental Services Industry’s Moment: PFAS, Water Utilities, and Other Coming Developments
Capstone believes that despite the Trump administration’s deregulatory agenda, environmental policy development will intensify in 2026. The US...
Continued Pressure: Why the Insurance Industry Will Continue to Face Scrutiny
Capstone believes the National Association of Insurance Commissioners (NAIC) will continue its multi-year effort to tighten its scrutiny of the...
Banking on Ease: How the Regulatory Burden on Banks Will Lessen in 2026
Capstone believes that prudential regulators will continue to lift the regulatory burden for banks of all sizes in 2026, even as they consider new...
Food Fights: SNAP Cuts, Trade Shocks, and the New Agricultural Order
Capstone expects US agriculture to face a difficult 2026 as farmers grapple with weak crop prices, elevated input costs, and persistent trade...
Energy’s Pragmatic Turn: Power, Pipelines, and the Affordability Dilemma
Capstone expects the Trump administration to continue backing investment in conventional energy in 2026, including expanded federal oil and gas...
Too Big to Hide: Why Big Tech Platforms Will Face Continued Scrutiny
Capstone expects regulators to take an increasingly multifaceted approach to curbing harmful activity on platforms operated by Alphabet Inc.’s...
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