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August 2026

This Week on the FTSE — 28 August 2026
Nvidia roared in America, but in London the market bet on housebuilders, recruiters and lower rates
 • Corfe Capital
A New Grant For Vistry Group (LON:VTY)
Vistry’s £350m Homes England award revives partner demand, but the beaten-down housebuilder still has to prove it can turn government funding into…
 • Corfe Capital
This Week on the FTSE — 21 August 2026
Gold and silver sent the miners flying, JD Sports (LON:JD.) warned on profit, and Trainline (LON:TRN) handed a fifth of its value to the regulator.
 • Corfe Capital
Henderson Far East Income (LON: HFEL)
Eighteen years of rising dividends, a near 10% yield, and a discount that has quietly turned into a premium. Time to revisit a long-held holding.
 • Corfe Capital
Primary Health Properties PLC (LON: PHP) Interim results
Income up 109%, debt at 57% of the portfolio, and a dividend caught between them.
 • Corfe Capital
July 2026 Portfolio Update
Property Leads, Greggs Soars, Income Lands.
 • Corfe Capital

July 2026

Greggs (LON: GRG) H1 2026 results
What the three-year picture really shows
 • Corfe Capital
This Week on the FTSE — 25 July 2026
A shock Chancellor, oil back above $100, and a £3.1bn bid for Mitie (LON:MTO). Plus RELX (LON:REL) shows AI can still pay.
 • Corfe Capital
Persimmon (LON:PSN): Is This the Bottom?
Britain's highest-margin volume housebuilder now trades for less than its own land.
 • Corfe Capital
Mitie's (LON:MTO) £3.1bn Exit
Clayton, Dubilier & Rice is paying a 47% premium for the outsourcing exposure the Cabinet Office says it wants gone. The shares still trade below the…
 • Corfe Capital
This Week on The FTSE, July 18th 2026
ABB lands a £4.1bn bid for Rotork (LON:ROR), Xavier Niel grabs a fifth of Vodafone (LON:VOD), and a global chip selloff guts the tech trusts. Plus…
 • Corfe Capital
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