The tumultuous market and falling rates are setting up a possible great trade in one group

A contractor views the construction site of a residential building in New York.
Victor J. Blue | Bloomberg | Getty Images

(This story is for CNBC Pro subscribers only.)

Long-maturity bond rates tumbled to record lows amid the monster sell-off triggered by the coronavirus fears. While most stocks have been battered on economic growth concerns, this environment can bode well for one specific group of stocks, Wall Street analysts said.

More In Pro News and Analysis

CNBC Pro‘Don’t be a hero’: Investment pro reveals how to navigate the market, names the tech stocks she’s buying
CNBC ProWhen the bond market flashes a recession warning, these are the stocks to consider, Trivariate says
CNBC ProDeere, Matterport and more: CNBC's 'Halftime Report' traders answer your stock questions