Possible scenario
Investor Divestment
20% Chance
Large European asset owners and ESG index providers treat the expanded UN list as a due-diligence benchmark. The selloff is concentrated in Israeli banks, telecoms, construction firms and companies with visible consumer-facing settlement links.
Secondary impacts
- Finance -0.5%
- Telecommunications -0.4%
- Industrials -0.3%
- Non-Energy Materials -0.2%
- Business Services -0.1%
Portfolio impact
S&P 500-0.1%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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