Norwegian Cruise Line says 2021 bookings are ‘on track,’ despite the coronavirus pandemic taking a major toll on the industry overall. Kevin McCarthy, Neuberger Berman Senior Research Analyst. Yahoo Finance’s Alexis Christoforous and Brian Sozzi discuss.
Which markets or industries do you see perform best in the next decades (geographic vs. industry focus vs. cap size)? How do you build this into a strategy and portfolio to maximize expected risk-adjusted future returns?