Possible scenario
Security Cooperation Widens
24% Chance
The landslide vote strengthens policymakers who argue that neutrality does not preclude closer security cooperation with European partners. Switzerland moves cautiously on defense-industrial cooperation, cyber defense, and possible re-export rules without formally joining NATO.
Initial impacts
- Market volatility Down
Secondary impacts
- Industrials +0.7%
- Technology +0.2%
- Business Services +0.1%
Portfolio impact
S&P 500+0.2%
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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