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.
The Red Wave, Coming Tax Battles, and Why They May Spur Affordable Housing Crisis Action
November 18, 2024 By Makenzy Mohrman, Capstone Financial Services analyst As the political tides shift in Washington—and with that shift, the likely...
Key Questions After the Election and What They Mean for Trump’s Policy
November 10, 2024 By Thomas Dee, Capstone’s Head of Research and Strategy Capstone believes, as we penned last week, Donald Trump’s second term will...
Bipartisan Global Possibilities: Underappreciated Foreign Policy Developments
November 4, 2024 By Daniel Silverberg, head of Capstone’s National Security Team, and Alexander Slater, a Managing Director in Capstone’s Corporate...
FTC Rule Will Heighten Merger Scrutiny Risks
October 24, 2024 By Matt Wiederrecht, Director of Capstone's Special Situations Team Capstone believes a new Federal Trade Commission (FTC)...
India’s Hydrogen Sector Primed for Foreign Investment
October 21, 2024 By Dhanush Arun and Dhanendra Kumar This note was co-written with Dhanendra Kumar, a member of Capstone’s India Advisory Board....
Chopra’s Risky Basel Endgame Gamble
October 14, 2024 By Keegan Ferguson, Capstone Financial Services Analyst The tortured history of the Basel III Endgame proposal— rules that aim to...
The Inflation Reduction Act’s Costly Healthcare Mistakes
October 7, 2024 By Angela Lamari and Hunter Hammond, healthcare analysts The Inflation Reduction Act made two significant healthcare promises to...
The AI Safety Mirage
September 30, 2024 By JB Ferguson, head of Capstone’s Technology, Media, and Telecommunications practice AI safety regulation may eventually...
Election Risks and Opportunities for Chemical Companies
September 25, 2024 By Walker Livingston, energy & industrials analyst Trump Efforts to Roll Back Risk Rules for Chemicals Would Face Obstacles;...
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