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 becoming a household term among Americans this...
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...
UK Politics and the Silicon Valley Bank Fallout
By Mathew Gilbert, Head of Capstone’s European Practice March 19, 2023 - Prudential standards in the UK financial services sector have become an...
Outlook for US Outbound Investment Restrictions
By: Elena McGovern, Daniel Silverberg, and Tom Feddo March 13, 2023 Executive Summary Capstone believes the Biden administration’s much anticipated...
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...
Steeling the Thunder: The Underappreciated Material Critical to Decarbonization
By Adam Cotterill, Capstone Energy Analyst March 6, 2023—The passage of two US energy bills in recent years—the Infrastructure Investment and Jobs...
The Inevitable Decoupling of Medicare Advantage and Medicare
By Grace Totman, Capstone healthcare analyst March 1, 2023 - Nearly half of all seniors are now enrolled in Medicare Advantage (MA), the private...
Views from Oslo: European Energy, China, and the IRA
By: Daniel Silverberg, Capstone Managing Director February 19, 2023 - I traveled to Oslo this past week to speak on a panel with three European...
Removing the Hurdles to Renewables: Why Upcoming Policy Suggests a Bright Future
By: Josh Price, Capstone Energy Analyst February 12, 2023 - Whether developing market-entry strategies for corporate clean energy clients,...
