01 · Scenario Picker
Pick a worldview. The shortlist follows.
The Mission Grey shortlisting engine anchors to three Taiwan/China escalation levels — minor, medium, major — plus an all-weather baseline for investors who decline to express a view. Every shortlisted entry is a manager/product wrapper, not a single security.
Default
All-Weather Baseline
For investors who decline a scenario view. Maps to the deck's 60/40 layered barbell: 60% structural beneficiaries, 40% shock absorbers. Slightly more conservative than the original slide — appropriate for an advisory default.
Build your own
Custom Scenario
Adjust the three drivers. The engine recomposes the shortlist live.
Kinetic pressure
35
Supply-chain stress
55
Sanctions intensity
50