‘There’s a lot of value in emerging markets’ - Paul Niven of F&C

The F&C Investment Trust (FCIT) is as close to a household name as a fund can be. Founded in the 19th century, its global stocks “one-stop shop” nature has made it a favourite for investors for decades, and despite changing managers and fund houses, it’s remained true to its aim. Val Cipriani sits down with current manager Paul Niven , who discusses the trust’s approach to using other fund managers , where he sees value in stock markets, the pros and cons of a concentrated portfolio and why, despite cutting back on US companies , he believes there’s still value to be found. Timestamps 00:00 Intro 00:21 What is F&C 01:45 How the trust is structured 05:01 Use of 3rd party managers 7:31 Trying to beat the benchmark 10:02 Why F&C is so diversified 14:21 Reacting to the war in Iran 20:32 Is the market too optimistic? 22:46 Emerging markets 25:17 Trends away from the US 28:05 Magnificent seven 32:05 Nvidia 35:11 Private equity 42:15 Software exposure and AI disruption Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times . Hosted on Acast. See acast.com/privacy for more information.

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‘There’s a lot of value in emerging markets’ - Paul Niven of F&C is an episode from Investors Chronicle by Investors' Chronicle.

This episode is 45:33 long.

This episode was published on May 5, 2026.

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