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 EU Moves Toward A Russian Gas Ban
October 15, 2025 It has been three-and-a-half years since Russia invaded Ukraine, setting off efforts to punish Russia by isolating it from global...
New Pentagon Funding Opens up Opportunities for Nontraditional Defense Contractors
By Elena McGovern and Michael Wang, National Security Team Capstone believes the FY26 National Defense Authorization Act (NDAA) will create...
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
Elena McGovern and Daniel Silverberg | September 2, 2025 While media attention remains focused on the Israel-Gaza conflict and stalled...
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...
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