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.
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;...
Signals from Harris’ Healthcare Platform
By Grace Totman, co-head of Capstone's Healthcare Practice September 23, 2024 THE BOTTOM LINE We believe the recent release of Vice President Kamala...
The New Front in the Private Equity Healthcare Battle: State AGs
September 9, 2024 By Grace Totman, co-head of Capstone’s healthcare practice There is a war being waged against institutional investment in...
The Energy Transition Wave, the Election, and Why the Details Matter
September 3, 2024 By Eric Scheriff, Capstone’s Global Energy Policy head *As we reach the year’s midpoint, Capstone is revisiting our 2024...
What the Democratic Convention Means for Harris’ National Security Posture
August 26, 2024 By Daniel Silverberg and Elena McGovern, co-heads of Capstone’s National Security Team Capstone’s national security team was on the...
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