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 Rules of Trump’s Trade War
March 10, 2025 By Andrew Gier, CFA, Head of Capstone’s Global Trade Practice Since President Trump took office, Capstone has received a flood of...
Trump’s Coming Global Infrastructure Play
February 24, 2025 By Daniel Silverberg, Co-Head of Capstone's National Security Team, and Alexander Slater, Managing Director in Capstone’s...
Trump, the Endangerment Finding, and the Potential Cascading Chaos for Climate Regulations
By Charlotte Jenkins and Emily Tucker, Capstone Energy Analysts Since taking office, the Trump administration has scrubbed mentions of climate...
The Growing Healthcare Provider Shortage Problem
February 10, 2025 By Wylie Butler, Capstone Healthcare Analyst Every great healthcare analyst starts their origin journey as pre-med student. Based...
Mergers and Maneuvers: Trump’s Return to Realign M&A and Antitrust Focus
January 27, 2025 By Matt Wiederrecht, Head of Capstone’s Special Situations Team SES/Intelsat: Antitrust Regulators Will be More Amenable to...
California Insurance Industry at a Crossroads: The Wildfires and Policymakers’ Tightrope
January 27, 2025 By Makenzy Mohrman and Franck Djoumessi, Capstone Financial Services analysts The Los Angeles wildfires have forced California’s...
Shifting Gears in Environmental Policy: Federal Slowdown, State Action
January 24, 2025 By Walker Livingston, Capstone Energy Analyst Capstone believes that although federal environmental regulations will slow with the...
Power Moves: How Trump’s Agenda Will Shape a Fossil Fuel Revival
January 24, 2025 By Eric Scheriff, Capstone’s Global Energy Policy Head Capstone believes the Trump administration will lean heavily on executive...
Three Factors That Will Drive Trump’s China Policy
January 21, 2025 By Daniel Silverberg and Elena McGovern, Co-Heads of Capstone's National Security Practice We have been extensively analyzing the...
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