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Millennials are set to leapfrog boomers in asset accumulation. Brace for the impact on markets
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Anu Narula is the head of equities at Mirabaud Asset Management
The consumer discretionary sector is the worst performing sector year-to-date, down more than 20% due to soaring inflation. E-commerce stocks like Amazon have been completely de-rated. However, companies where millennials are making a key contribution to growth make a compelling investment case.
Millennials,...
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