MB Fund Podcast: Extraordinary Index Investment Opportunities

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There are a LOT of investment opportunities in the world of share markets but directly proportional to it are the risks. With little to no knowledge on hand, many opportunities just come and go. We know this, and that’s why we, at Nucleus wealth, want you to get a fair assessment of the situation and analyze your own POV.

In this investment podcast Nucleus Wealth Chief Investment Officer, Damien Klassen, and Senior Financial Adviser, Samuel Kerr, discussed the vast array of index investment opportunities.

Agenda:

  • What are indexes
  • How indexes are calculated
  • Are there really more indexes than stocks
  • How do smart beta indexes work
  • What is direct indexing
  • What is custom indexing
  • Outlook
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Samuel Kerr is a Senior Financial Adviser at the MacroBusiness Fund, which is powered by Nucleus Wealth.

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The information on this blog contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Samuel Kerr is an Authorised Representative of Nucleus Advice Pty Limited, Australian Financial Services Licensee 515796. And Nucleus Wealth is a Corporate Authorised Representative of Nucleus Advice Pty Ltd.