Here's Evercore ISI's 'rebound portfolio' for investors to ride a vaccine-driven rally

The Wall Street Bull (The Charging Bull) is seen during Covid-19 pandemic in Lower Manhattan, New York City, United States on May 26, 2020.
Tayfun Coskun | Anadolu Agency | Getty Images

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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.

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