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Defence

  • Dow Jones slides as FTSE 100 extends losses amid Iran strikes

    Markets

    Wall Street joined Europe as markets opened on Monday with losses spread across the board as tensions escalated across the Middle East. The Dow Jones dropped nearly one per cent on open to 48,534.58 whilst the S&P 500 shed around 0.7 per cent to 6,828.47. The tech-heavy Nasdaq tumbled 0.7 per cent to 22,505.32. In [...]

    US markets surged on Wednesday
  • Defence stocks jump as Iran conflict drives munitions demand

    Markets

    European defence stocks rose at the start of the week as investors anticipated that the widening conflict in the Middle East will push up demand for munitions and military hardware.  Although the European-wide Stoxx 600 was trading 1.3 per cent lower, many of the continent’s largest weapons manufacturers were comfortably in the green.  In the [...]

    UK defence strategy meeting, officials discussing military advancements and security measures in a conference room setting
  • Defence secretary defends UK stance on Iran as Starmer faces backlash

    Politics

    Keir Starmer is facing mounting criticism from senior Conservatives over Britain’s response to the escalating conflict with Iran, as defence secretary John Healey confirmed UK forces are actively intercepting Iranian drones and reinforcing regional defences. Speaking on Sky News, Healey said “few people will mourn the Ayatollah’s death”. He described the Iranian regime as a [...]

    Defence secretary John Healey is leading calls for further investment in the sector.
  • Rolls-Royce shares rally after unveiling bumper buyback plan

    February 26, 2026

    Rolls-Royce has laid out plans to return billions to investors over the next two years after the blue-chip giant’s profit rocketed, leading to an upgrade of targets. The aerospace titan revealed plans for a £7bn to £9bn multi-year share buyback from 2026 to 2028, which comes as the firm wraps up a £1bn buyback from [...]

  • If defence is a priority, government must be honest about who pays

    February 24, 2026

    America has made clear that Europe must stand on its own two feet when it comes to national security. But defence ambitions must be reconciled with balance sheets already stretched to their limits, says Helen Thomas The largest build-up of American military assets in the Middle East for two decades alongside last week’s Munich Security [...]

  • Rolls-Royce: FTSE 100 giant set to splash £1bn on shareholders

    February 23, 2026

    City darling Rolls-Royce is gearing up plans to dish out bumper returns to investors this week as the firm delivers its annual results. The FTSE 100 giant is set to launch a buyback worth as much as £1.5bn, which will come on top of the company’s final dividend as the aircraft engineer looks to reinforce [...]

  • FTSE 100 Live: Retail sales inch up; Segro ups dividend

    February 20, 2026

    Good morning and welcome back to the City AM liveblog. The FTSE 100 took a breather from its blistering record run on Thursday after a major stock tumble at British Gas owner Centrica led the index into the red. Centrica shed over five per cent after telling markets it would hit pause on its share [...]

  • Labour MPs: Britain must help establish a World Bank for defence

    February 20, 2026

    MPs Alex Bailey, Calvin Bailey and Luke Charters make the case for why Britain should help establish an international defence bank.

  • FTSE 100 Live: Centrica profit falls; Stocks dip after record rally

    February 19, 2026

    Good morning and welcome back to the City AM liveblog. It’s been quite the week for the “old and unexciting” FTSE 100. The blue-chip index closed 1.2 per cent higher on Tuesday led by a rally in the mining sector. Antofagasta led the pack up over 10 per cent, which came a day after its [...]

  • Rolls-Royce shares hit new high as FTSE 100 rallies to record

    February 18, 2026

    Rolls-Royce was among a whole host of City heavyweights storming higher on Wednesday helping the FTSE 100 seal another record. The aerospace giant jumped 2.2 per cent to 1,325.50p taking it to a new all-time high ahead of January’s previous peak of 1,305.00p. The move came as defence titan BAE System jumped near four per [...]

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