Markets continue to experience new highs, but investors know market ups and downs are regular. Investment Director Tom Stevenson joins host Emily Anonuevo to discuss key asset classes and potential areas of opportunity for investors. Tom shares that there's been a bit of a swing back to the defensive types of companies and the reliable things like utilities and consumer staples companies. Tom notes that investors should be thinking about the long-term rather than the market ups and downs. He also says he is positive about the markets as the economy and corporate earnings have been recovering, and valuations are reasonably high. Tom also shares his thought on Bitcoin and what it means from an ESG perspective. He says there has been a lot of renewed interest in bitcoin in the last few weeks and that Bitcoin mining is a much cleaner production than before.

Recorded on August 18, 2021.