Investors in 14 global stocks could be in luck over the next six months if history repeats itself. CNBC Pro combed the MSCI World Index for stocks that have consistently risen in the second half of every year over the past decade. Stocks on the list included: AI chip maker Broadcom, New York Stock Exchange owner Intercontinental Exchange, IT services firm CDW Corporation, defense contractor Booz Allen Hamilton, health care company Danaher and Canadian convenience store operator Alimentation Couche-Tard. Shares of global insurance giants WR Berkley, Chubb, Swiss Life, Swiss Re, Munich Re, Assicurazioni Generali and European investor Sofina also rose between July 1 and December 31 of each year between 2013 and 2023. Broadcom AI chip designer Broadcom had the second-biggest upside potential, with Wall Street analysts expecting the stock to rise 18% over the next 12 months. The stock is already up more than 40% this year. Alimentation Couche-Tard Alimentation Couche-Tard is listed in Canada but makes most of its profits in the United States, where it is the second-largest convenience store chain. The stock is also the largest holding in the iShares S&P/TSX Capped Consumer Staples Index ETF, the only exchange-traded fund that has posted annual gains for more than a decade. RBC Capital Markets analysts have previously said the company has a “relatively recession-proof business model.” CNBC Pro’s findings follow a separate analysis of MSCI World Index price data over the past 50 years that showed that when the index rose more than 12% in the first six months of the year, it continued to rise in the second half 83% of the time. Since the late 1980s, when markets rose more than 12% in the first half of the year, they have risen in the second half of the year every time.
