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.
Our Biggest Trade Policy Calls: What We Got Right and Wrong and What We Learned
October 6, 2025 By Andrew Gier, CFA, Head of Capstone’s Trade & Tariffs Practice Taking the stage after being inaugurated as the...
How State Scrutiny Is Impacting Healthcare Private Equity Ownership
Created by Grace Totman, Co-Head of Capstone's Healthcare Practice Regulatory scrutiny around healthcare consolidation – specifically private equity...
Growing Regulatory Risks for AI-Driven Human Capital Management Platforms
September 18, 2025 By T.J. Pyzyk and Rohit Mishra, Capstone TMT Analysts Capstone believes that AI-based human capital management (HCM) platforms...
Google Search Remedy: Data-Sharing Creates Opportunities for Rivals
September 16, 2025 By Ian Tang and Kate Lardner, TMT Analysts Capstone believes a federal court’s decision requiring Alphabet Inc.’s Google to...
From Nvidia to Naval Drones: How China Competition Could Impact the Campaign Trail
September 2, 2025 By Daniel Silverberg and Elena McGovern, Co-Heads of Capstone’s National Security Practice While media attention remains focused...
The Rule That Could Put Unconventional Driverless Cars on the Road and Shake Up Industry
August 25, 2025 A little-known federal rule, AV STEP, could transform the economics of autonomous vehicles by allowing cars without steering wheels...
From Siloed to Seamless: The New Policy Backdrop of Health Tech Winners and Losers
August 18, 2025 By Eric Schiavone and Grace Totman, Capstone Healthcare Analysts It seems like every few years, there is a burst of excitement about...
US-India Relations Hit a Roadblock (Again)
August 6, 2025 By Alexander Slater, Managing Director American investors and companies that are looking at India as their next big opportunity or an...
The 340B Dilemma: The Power of Vague Law
July 21, 2025 By Angela Lamari, Capstone Healthcare analyst At only eight and a half pages of statute, the federal 340B drug pricing program is a...
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