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      Diageo, Burberry rally after Trump tariff ruling

      As well as Guinness, Diageo also owns Johnnie Walker, the world's best-selling Scotch Whisky

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London Stock Exchange

  • Visma hesitation tests London’s IPO revival

    February 5, 2026

    Plans for what would be London’s biggest float in years are being held, as a brutal sell-off in global software stocks forces private equity to rethink. Visma, the €19bn (£16.6bn) software group backed by Hg Capital, may delay a London listing until the second half of the year, after markets turned sharply against the sector. [...]

  • Bank of England Live: Interest rates held in narrow 5-4 call

    February 5, 2026

    Good morning and welcome to the City AM liveblog. The Bank of England’s monetary committee has decided to hold rates in its first meet of the year. Markets – and City AM‘s own Shadow MPC – had placed their bets on a hold as the Bank continues its gradual chop to the base rate. In [...]

  • Nick Train’s Finsbury fund slides further as AI triggers jitters

    February 4, 2026

    Nick Train’s Finsbury Growth and Income Trust (FGIT) has endured another torrid few days after being caught up in the sell-off in data and software stocks. The trust is heavily exposed to London’s leading listed software companies, all of which have faced heavy pressure since the launch of Anthropic’s legal productivity tool on Monday.  At [...]

  • Payments watchdog won’t be abolished ‘any earlier than 2027’

    February 4, 2026

    The boss of the payments watchdog has said he doesn’t expect the regulator to be officially abolished any earlier than the first quarter of 2027 as criticism grows over the slow progress of reforms in the sector. David Geale, managing director at the Payment Systems Regulator (PSR), said he had “not seen the outcome” of [...]

  • Zurich to acquire Beazley in landmark £8bn specialty insurance merger

    February 4, 2026

    Following two previous rejections last month, Lloyd’s of London underwriter Beazley has confirmed in a joint statement on Wednesday morning that it has reached an agreement in principle with Zurich.  The offer proposed by Zurich has a total value of 1,335 pence per share. This is composed of a 1,310p cash payment from Zurich and [...]

  • FTSE 100 Live: Beazley seals $15bn Zurich deal, Santander in $12bn takeover

    February 4, 2026

    Good morning and welcome back to the City AM liveblog. Shares in Europe’s biggest data, publishing and legal software groups slumped on Tuesday after AI giant Anthropic unveiled a new tool aimed directly at in-house lawyers. The move rattled investors who had long viewed the sector as an AI winner. In London, Relx fell close [...]

  • Exclusive: Starling’s top investor withdraws support for London IPO

    February 4, 2026

    Starling’s elusive billionaire backer has gone cold on his ambition for the digital bank to list in London, City AM can reveal, in a move that will heighten fears of the fintech heading to New York for its highly-anticipated IPO. Harald McPike had lobbied for the group to launch its initial public offering in London [...]

  • Rolls-Royce: FTSE 100 giants shares eye all-time high in tariff comeback

    February 3, 2026

    Shares in aerospace giant Rolls-Royce were back on the march to an all-time high after a tariff salvo from the US sent the City giant’s stock tumbling. The FTSE 100 titan’s stock was up 1.6 per cent to 1,250.50p on Tuesday morning, making it one of the top risers on the blue-chip index. The Derbyshire-headquartered [...]

  • UK payments stuck with ‘bolted on’ European regulation, says PSR boss

    February 2, 2026

    The boss of the UK’s payments regulator has said the body’s consolidation with the City watchdog will allow it to ditch overhanging red tape from Europe. David Geale, who heads up the Payments System Regulator (PSR) and leads on payments at the Financial Conduct Authority (FCA), said: “There are bits of payments regulation that have [...]

  • Scrapping stamp duty could boost investment in UK stocks

    February 2, 2026

    Brits have called for the removal of stamp duty on UK shares in order to incentivise them to allocate capital into the London market.  Three quarters of investors said that the scrapping of stamp duty on UK shares and trusts would prompt them to take more interest and potentially invest more, according to the latest [...]

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