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An eventual Covid-19 vaccine is expected to lead to a sustained economic recovery, and these stocks could have the most to gain, according to Evercore ISI.
With a string of positive developments on the vaccine front, investors continued to favor stocks tied to an economic reopening and rotate away from stay-at-home bets. Evercore polled its fundamental analysts to build a "rebound portfolio" for investors to ride the big vaccine-driven rally.
"We are turning our focus away from the winners from a COVID rebound to the winners during a sustained economic recovery after the COVID rebound," Dennis DeBusschere, macro research analyst at Evercore ISI, said in a note.