Everything is going exactly right for one group of stocks poised to smash record highs

Business Insider

Published Mar 14, 2018 06:04AM ET

Updated Mar 14, 2018 09:57AM ET

  • As volatility has picked up in equities, it has become increasingly important to identify specific areas of the stock market poised for strength.
  • Bank of America Merrill Lynch (NYSE:BAC) is highly constructive in the near term on one group that has everything going for it at the moment.

When market sell-offs hit, it's usually the smaller, less liquid stocks that get hurt the most.

But last month, when the Goldman highlighted small-caps as one of the two best stock market bets, on an investment-factor basis.

"We maintain our tactically bullish stance on small-caps over large-caps given the accelerating economic and corporate profit outlook," Suzuki wrote in a client note. "The near-term risks appear firmly to the upside."

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