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.
Europe’s Battery Storage Edge
Capstone believes investors will prioritise the contracted and hybrid battery energy storage markets of the UK, Italy, and Poland, delivering our...
Data Centers’ Collision Course with the Ballot Box
Capstone leadership attended the Abu Dhabi International Petroleum Exhibition and Conference (ADIPEC), a...
The Property Tax Squeeze and the Looming Pressure on Public Schools
Once the most reliable pillar of K-12 revenue, local property taxes are now at the center of partisan tax wars. And there are growing signs that the...
Clinical Labs are Likely to Dodge Planned Medicare Payment Cuts As Congress Steps in Again
Download Read more from Hunter:The Inflation Reduction Act’s Costly Healthcare MistakesHealthcare Pressure Points, Opportunities, and Questions for...
Fertility Market Gets Boost From Trump Administration Guidance
Capstone believes the US fertility market is well-positioned amid increased state and federal action on in vitro fertilization (IVF) policy and...
The Consumers Strike Back: Corporate America’s AI-Driven Conundrum
The rapid advancement of AI and its near ubiquity will have underappreciated consequences for consumer-facing regulated...
Healthcare Billing Vendors Will Benefit from New Regulatory Landscape
Capstone believes investors should focus on four key regulatory dynamics that separate signal from noise in the RCM landscape. Amid regulatory flux...
New California Law Signals a Shift Away from PE Healthcare Ownership Laws
Capstone's PE Scrutiny Legislation Tracker Capstone believes California’s recent passage of a corporate practice of medicine (CPOM) law and...
Texas Grid: Renewables Avoid Worst Case as Regulator Considers Battery Storage
Capstone believes that compliance with firming requirements will eventually be more manageable for the renewable energy industry after the Public...
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