Possible scenario
Discipline Is Contained
40% Chance
McKinsey treats the action against Chris Bradley as an internal governance matter rather than the start of a broader leadership rupture. Bob Sternfels and the Shareholders Council use the 2025 election-rule overhaul and 2026 board reshuffle to frame the sanction as enforcement of partnership norms.
Portfolio impact
S&P 5000.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.