Possible scenario
Procurement Shift Hardens
23% Chance
The Met halt could become a procurement precedent across sensitive public-sector software. The Cabinet Office, Home Office and Crown Commercial Service may tighten supplier due-diligence rules around beneficial ownership, code provenance and hostile-state exposure.
Secondary impacts
- Business Services +0.2%
- Technology +0.2%
Tickers
- CLBT+5.4%
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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