Covid-19: Where We Go From Here – Goldman Sachs Exchanges

Bullish:

$MFG - Manufacturing sector expected to rebound strongly despite ongoing virus concerns, with above-consensus economic recovery projections.
$CONSTRUCT - Construction sector expected to recover well despite ongoing pandemic challenges, with above-consensus economic recovery projections.
$FACEMASK - Face mask mandates significantly increase usage, potentially benefiting related industries.
$VACCINE - Vaccine development on track for availability in the first half of 2021, suggesting potential growth in vaccine-related investments.
$PHARMVIG - Increased emphasis on pharmacovigilance in vaccine rollout suggests potential growth in this sector.

Bearish:

$CONSVC - Consumer services sector faces challenges due to virus sensitivity, though some mitigating measures are possible.