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 Coming Tech Policy Escalation and Questions for the Balance of 2024
July 8, 2024 By JB Ferguson, Global Head of Tech, Media, and Telecom Policy *As we reach the year's midpoint, Capstone is revisiting our sector 2024...
Likely NY Passage of Extended Producer Responsibility Program Poses Challenges, Opportunities
July 3, 2024 By Gianna Kinsman, Capstone Energy Analyst The Bottom Line: We believe New York will pass its Extended Producer Responsibility (EPR)...
Racing the Clock: Why Financial Services Policy Pressure Will Ramp Up
July 1, 2024 By John Donnelly, Head of US Financial Services *As we reach the year’s midpoint, Capstone is revisiting our sector 2024...
The French Election’s European Energy Risks
June 28, 2024 By Charlotte Bucchioni The Bottom Line: Capstone believes the most likely outcome of the snap French legislative elections - a victory...
The Regulatory Double-down on Telecom, and Questions for the Balance of 2024
June 24, 2024 By Matt Wiederrecht, Head of Capstone's Special Situations Team *As we reach the year's midpoint, Capstone is revisiting our sector...
Healthcare Pressure Points, Opportunities, and Questions for the Balance of 2024
As we reach the year's midpoint, Capstone is revisiting our sector 2024 predictions and looking ahead to the second half of 2024. As Capstone...
Progress Towards Artificial General Intelligence Will Scramble Tech Regulation
June 10, 2024 By JB Ferguson, head of Capstone’s Technology Policy Practice The likelihood of OpenAI, Anthropic, or one of their competitors...
The Modern-Day Price Fixing Problem and the Emerging Crackdown on It
By Makenzy Mohrman, Capstone Financial Services analyst Alleged price-fixing schemes have evolved over the last several decades, and so has the...
Shifting Battlefronts: Why State Policy is Increasingly the Key to the Data Center Boom
By Josh Price, Capstone Energy Analyst May 26, 2024 — The artificial intelligence-driven demand boom for data centers—and the requisite energy...
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