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

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 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 stock market suffered its first 10% correction in years, the opposite happened. Large-cap companies ac