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August 31, 2016

Investing in the Millennial Effect

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We believe a critical driver of equity alpha generation in the years ahead will come from finding companies that can attract dollars spent by the Millennial generation – those born between 1980 and 2000.

Millennials are the biggest demographic wave in history – and as they become the global economy’s main source of wealth and spending, we believe their distinct characteristics and preferences will provide sustainable investment themes.

We believe this “Millennial effect” will be a secular growth tailwind and differentiator for specific sectors and companies, particularly in the current environment of slow overall growth and low prospective broader market returns. Three areas where we identify compelling investment opportunities as a result of the Millennial effect are:

  1. Technology ecosystems: While the smartphone hardware market itself is starting to show signs of saturation, the ecosystem tied to smartphones is thriving. This includes Millennial-targeted advertising and marketing, storage and data services, mobile technology and big data.
  2. Changing consumption patterns: Millennials have consumption preferences that favor specific areas such as e-commerce, fast fashion and sharing-economy tourism.
  3. Health and wellness: Millennials are focused on fitness, which benefits athletic apparel, wearables/digital fitness and organic food and products.

CONTRIBUTORS

GSAM Fundamental Equity Team

The broad team of over 100 investment professionals brings a global reach and perspective to the investment process across nine offices worldwide. 

CONTACT US

For More Information
Shareholder Services Team
ess@gs.com
+971 4376 34444