Near-term, we believe consumer spending could be set to accelerate relative to business spending, an ideal environment for consumer sector outperformance. Longer-term, we remain optimistic on Millennial consumer spending as the peak of the generation ages into the higher income and spending 35-44 age group. We recommend gaining exposure to Millennial consumer spending by overweighting the iShares US Consumer Focused ETF (IEDI), and target 17% relative upside.
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