Homing in on stocks at the heart of Europe’s electrification push has helped a Jupiter Asset Management fund team outperform 92% of its peers this year.

Retail investors’ share of US equity trading is poised to rebound after falling to a four-year low by the end of the first quarter, according to JPMorgan Chase & Co. strategists, potentially providing a fresh tailwind for stocks.

Strategists at Goldman Sachs Group Inc. joined peers at Morgan Stanley and Deutsche Bank AG in seeing a 17% return for the S&P 500 Index this year.