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Stocks Experience Strong First Half

Listen to a quick, 3-minute summary featuring the market and economic news over the first six months of the year .

Highlights include:

  • In the first six months of 2024, the S&P 500 Index of the largest U.S. companies increased 15%, the Nasdaq rose 17%, and the MSCI World Index climbed nearly 12%.1
  • There was a wide disparity between the top and bottom sector performers. The S&P 500 Information Technology and Communication Services sectors increased 28% and 26%, respectively, while the Real Estate sector fell 2%.
  • This significant disparity was also present in small versus large companies, and growth versus value stocks.
  • Only a few companies—especially those with exposure to generative artificial intelligence—drove the extraordinary growth in the S&P 500; 75% of companies within the S&P 500 underperformed the Index.
  • The U.S. economic picture is largely positive: Inflation appears to be contained, the unemployment rate has remained low, and the Federal Reserve has kept its benchmark interest rate steady.

1 Morningstar

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Katharine E.W. Dudley, AIF®
Vice President, Client Advisor

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You are now leaving the Jemma Investment Advisors, LLC Website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website. Schwab is a registered broker-dealer, and is not affiliated with Jemma Investment Advisors, LLC, or any advisor(s) whose name(s) appears on this Website. Jemma Investment Advisors, LLC is independently owned and operated. Schwab neither endorses nor recommends Jemma Investment Advisors, LLC. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Jemma Investment Advisors, LLC under which Schwab provides Jemma Investment Advisors, LLC with services related to your account. Schwab does not review the Jemma Investment Advisors, LLC Website, and makes no representation regarding the content of the Website. The information contained in the Jemma Investment Advisors, LLC Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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