The first half of 2025 proved volatile for investors, marked by geopolitical tensions, tariff-related uncertainty, and other underlying risks. Despite the uncertainty, the S&P 500 managed a gain of approximately 5.7% in the first six months.
Sentiment shifted sharply in early April after President Trump paused reciprocal tariffs, sparking a bullish rally that sent the S&P 500 up approximately 25% by the end of the first half. Many economists expect the U.S. market bulls to continue with their momentum going into the second half of 2025.
Here, we take a look at sectors that are expected to continue with their momentum into the second half of the year.
This post originally appeared at Zacks.