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.
Sustainability in the Crosshairs: Republicans’ Energy Strategy Targets Renewables
January 6, 2025 By Eric Scheriff, Capstone’s Global Energy Policy Head Capstone believes the Trump administration will lean heavily on executive...
Selective Borders: Immigration Agenda Will Redraw Labor Markets and Talent Pools
January 6, 2025 By JB Ferguson, Head of Capstone's Tech, Media, and Telecom Team Capstone believes Trump will pursue his illegal immigration agenda...
US-China Tensions: Growing Restrictions and Expanding Global Risks
January 3, 2025 By Elena McGovern, Co-Head of Capstone's National Security Team Capstone expects the US-China competition to intensify as the...
The CFPB Pendulum Swings Back: Regulatory Retreat Under Trump
January 3, 2025 By Trace Dodge, Capstone Financial Services Analyst Capstone expects the Consumer Financial Protection Bureau (CFPB) to scale back...
Beyond the Blueprint: How Federal and State Regulators Will Reshape the Housing Industry
January 3, 2025 By Makenzy Mohrman, Capstone Financial Services Director Capstone expects elevated housing and real estate policy action in 2025,...
Insurer Checkup: PE Scrutiny Grows, But Annuities Gain from Deregulation
January 3, 2025 By Makenzy Mohrman, Capstone Financial Services Director Capstone believes insurers will continue to face more scrutiny over...
Challenging the Giants: Big Tech’s Growing Antitrust Battles in Court
January 2, 2025 By Ian Tang, Capstone Tech, Media, and Telecommunications Analyst Capstone believes the executive and judicial branches will step up...
Charting AI’s Course: Identifying the Accelerators and Roadblocks Ahead
January 2, 2025 By JB Ferguson, Head of Capstone's Tech, Media and Telecom Team The AI market will accelerate in 2025 in response to the US...
Tariff Tango: Trump’s Trade Moves to Shake Up Global Markets
January 2, 2025 By Andrew Gier, CFA, Capstone Trade Analyst Download the Report Capstone believes President Trump will use tariffs aggressively,...
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