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Our work focuses on the financial & business services, energy, healthcare, TMT, and special situations sectors. Our analysts conduct regular deep-dive research to uncover differentiated investment ideas, following threads wherever they lead.
Capstone In the News
Politico’s E&E News: Consumer and business spending on clean tech soar under Biden
Stat News: Medicare scrambles to keep prescription drug plan premiums stable ahead of elections
New York Times: Maui Wildfire Plaintiffs Reach $4 Billion Settlement as Anniversary Nears
Politico Pro: GOP pegs energy to inflation
Top Industry Insider on Key Healthcare Challenges and Opportunities with Grace Totman
WSJ: Biden’s Tough-on-China Stance Threatens Green America Push
WSJ: NATO Gets Serious in the Face of Russia’s Threats
Bloomberg: Hawaii Unlikely to Pass Bill to Help Utility With Fire Costs
Capstone Special Reports
Biden’s Financial Services Push: 2023 Will be a Landmark Year for Regulation
Capstone's US Financial Services 2023 Preview: Regulators Poised for Landmark Year With Changes Impacting Banks, Capital...
Playing Catchup: Why the FCC is Poised to Move Forcefully on Telecom Policy
Capstone's US Telecommunications 2023 Preview: Federal Agencies to Move Forward on Broadband Funding, Net Neutrality, and...
US-China Outlook: Preparing for a Prolonged Cold War
EU Big Tech Policy Rising: Why European Policymakers Will Ramp Up Regional Autonomy
Capstone's European Technology 2023 Preview: EU’s Focus on Bolstering Its Autonomy and Competitiveness Boosts Risks for Big...
EU Energy Crisis Response: Why Renewables, Hydrogen, Recycling Will Play a Bigger Role
Capstone's European Energy 2023 Preview: Electricity Reform to Bolster Renewables; Energy Security Focus to Boost Hydrogen;...
Rise of the Middle Powers: Why Fossil Fuel Supply Chains Will Upend the Global Status Quo
Underinvestment in fossil energy supply chains will embolden new nations, further destabilizing the geopolitical status quo By...
Policy Forecast: Underappreciated Themes Driving a Busy Year Ahead
Welcome to Capstone’s inaugural annual forecast of unappreciated policy and regulatory themes companies, investors, and,...
Energy & Industrials 2022 Policy Preview
Expect an Unprecedented Expansion of Sustainability Policies Download January 31, 2022 Policymakers will pursue aggressive...
Healthcare Insurance 2022 Policy Outlook
The Great Healthcare Insurance Shift Download January 31, 2022 There will be a significant shift in healthcare coverage...
Bipartisan Healthcare Legislation 2022 Outlook
Healthcare Legislation Has Bipartisan Support Download January 31, 2022 Congress will likely pass significant bipartisan...
SEC Agenda 2022 Preview
Looming Reforms to Turn up Heat on Financials Download January 28, 2022 Capstone believes the Securities and Exchange Commission...
Fintech 2022 Regulatory Preview
Regulators Play Catchup with Fintechs Download January 26, 2022 Fintech companies, which have sped their pace of innovation amid...
Capstone Press Releases
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Cordell Eddings
Phone: 202-350-4700
Email: [email protected]
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