Goldman Sachs' S&P 500 H1 Chartbook

For investors, the second half of 2015 stands to look quite the same as the first half.

According to Goldman Sachs’ U.S. Quarterly Chartbook, the S&P 500’s flat return in the first six months of the year will likely be repeated it in the second six months.

Analysts at the global investment bank expect that S&P 500 to return 6% over the next 12 months – 4% in price, and 2% in dividends – and forecasts just 1% earnings-per-share growth in 2015 to $114. They recommend overweighting information technology and financials.

Netflix, Cigna, Hospira, Aetna and Skyworks Solutions have been the best-performing S&P 500 stocks of 2015 so far through June 30. Micron Technology, Michael Kors, Chesapeake Energy, Keurig Green Mountain and...