Our Insights

Insights

Our work focuses on the financial & business services, energy, healthcare, TMT, and special situations sectors. Our analysts conduct regular deep-dive research to uncover differentiated investment ideas, following threads wherever they lead.

The Growing Disaster Resilience and Recovery Economy

By Matt Wiederrecht and Elena McGovern March 28, 2023 - The phrase “atmospheric river” is quickly...
Consumer Finance Monthly Rundown

Consumer Finance Monthly Rundown

Supreme Court Timing Will Hamstring CFPB into 2024; States Likely to Play Larger Regulatory Role By: John Donnelly, Jackie Davey, and Thomas Dee In...

The Deindustrialization of Europe 

The Deindustrialization of Europe 

By David Barrosse, Capstone CEO March 13, 2023 — At the peak of the energy crisis in Europe, scores of industries such as cement, glass, and...

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