Press

Press

“Fine wine has had a strong run this year, with the Liv-ex Fine Wine 100, the leading industry benchmark, rising 5.6 per cent since the start of the year and many experts are predicting a sustained bull run for wine.”
Financial Times (2013)

 

“Many now believe there may be more mileage in older bottles. Back vintages look wellpriced compared with recent releases”
The Week (2013)

 

“Not only are savers struggling for a way to grow their money, but stock markets are also volatile and that makes investing in alternative and tangible assets look attractive. One such option is wine.”
Thisismoney.co.uk (2013)

 

“Investors have been turning to alternative assets such as fine wine in recent months to diversify their portfolios and hedge against the threat of inflation.”
Financial Times (2013)

 

“Collectible assets such as wine have been seen as volatile, but when compared with the FTSE it doesn’t seem that volatile after all. This realisation has caused many to rethink their definition of volatility.”
FT Advisor (2013)

 

“With an excellent vintage, you can expect price growth to last at least ten years after bottling. So be prepared to invest for the medium or long-term.”
Thisismoney.co.uk (2013)

 

“For those looking to invest in wine (and the long-term returns can compare favourably with shares and certainly savings accounts) the key it seems is to diversify.”
The Independent (2013)

 

“The Liv-Ex100 is up 5.9% this year, with gold down about 17%, They’re both physical assets that have their own intrinsic value but wine becomes attractive when people are a bit uncertain about the economic environment.”

FxStreet (2013)

 

“The traditional way to invest in wine is through a broker. This way the investor owns the underlying assets and has more control over what they invest in.”

Financial Times (2013)

 

“Exports of higher-priced Australian wine to China and the US are growing, according to new figures.”
Decanter Magazine (2013)

 

“When it comes to fine wines, French vintages from expensive and well-established vineyards commonly regarded as the best investment. But investors should consider diversifying their portfolio across Italian, Australian and even Portuguese wines to avoid ‘putting their eggs in one basket’, a new study warns. The report’s authors found that fine wine was generally less volatile than other investments, but that when falls in value did occur they tended to be clustered geographically. This meant that if one French wine lost value, so did most of the others. Italian, Australian and Portuguese wines were least likely to follow the same trends as French wines, the study found.”

The Daily Mail (May 2012)

 

“Quantitative research by Coutts, the bank, that analysed the correlation of selected alternative assets with traditional assets such as large-cap shares, found that modern art is “able to help with short-term inflation, whereas collectable stamps and fine wine can help with longer-term inflation” . In other words, that glass of wine you are offered over lunch may be more index-linked than your shareholdings.”

Financial Times (May 2012)

 

“What exactly is there to invest in? Bonds are overpriced; equities are not cheap, while post-crisis regulations are prodding their biggest investors to sell them. There is a risk of true financial disaster, while the aggressively easy monetary policy of the Federal Reserve prompts fears of runaway inflation. So there is a new notion of “hard”assets about, and even a new acronym. Swag short for silver, wine, art and gold.”

Financial Times (June 2012)

 

“a lot of mature wines are slightly behind their natural price curve and will benefit from an expensive en primeur campaign. The market “will put on between 14 and 18 per cent by the end of the year.”

Financial Times (June 2012)

 

“Recent vintages were hit hard by the slowdown in the Chinese market but some fund managers nowpredict double-digit growth in the market this year.”
Financial Times (June 2012)

 

“China is Australia’s fastest-growing wine export market, surging 23 per cent to $211 million over the 12 months to the end of March, up from just $6m in 2004. It is now our third-largest export customer in value terms.”
The Australian (May 2012)

 

“The Australian wine industry is about to go through one of its great ‘‘pendulum swings’’, predicts one of the nation’s most respected winemakers and industry leaders, Brian Croser. Mr Croser said Australian wine was on the crest of a potential boom as the United States faced a shortage of grapes and new world players such as Chile and Argentina were unable to fill the supply.”
Sydney Morning Herald (May 2012)

 

“even as wine prices were falling last autumn, “wine outperformed its main asset rivals as equities, gold and oil suffered larger falls” . Wine indices also suggest longer-term outperformance of equities, in spite of recent volatility. In all but one five-year period since 1988, wine investment has shown a positive return. By contrast, the FTSE 100 index has had 63 negative periods.”
Financial Times (May 2012)

 

“In most circumstances movements in wine prices are essentially uncorrelated with those of equities. However, in times of extreme stress in the financial system wine can become caught up in the ‘dash for cash’. So in the past 25 years wine prices have seen only three significant falls: in 1998, after the Asian crisis; in 2008, at the height of the credit crisis; and last year, when concerns emerged about the possible collapse of the eurozone. This resilience means that the volatility of wine prices is low: Calculations show that historical volatility is approximately 50 per cent less than that of the FTSE, half that of gold and less than half that of oil.”
Financial Times (February 2012)

 

“Australia’s wine exports to China continue to surge, with sales rising by 23 per cent in value over the past year to make it the nation’s fastest growing market.”
The Australian (April 2012)

 

“Despite the fact that the Liv-Ex Fine Wine 50 increased by nearly 60% in 2010, many investment analysts and fine wine observers are confident that prices will continue to climb to record heights during 2011.”
Decanter Magazine (April 2011)

 

“The Liv-Ex 100 index, which tracks the price of the 100 most sought after Bordeaux wines, returned 40.5% in 2010, in contrast to 9% from the FTSE 100 and 11% from the FTSE All Share indices, which track the price of equity investments”
Which? (January 2011)

 

“For the majority of young Chinese professionals, kitted out with their iPads and designer suits, wine is just the latest way to display upward mobility in the increasingly consumer driven society.”
Reuters (January 2011)

 

“Forget government bonds, fine art and even stamps. Red wine outperformed them all over the 20th century.”
The Telegraph (May 2010)

 

“Parker scores a wine out of 100 in his column in The Wine Advocate and lately he has reached down, like a God, and blessed several Australian shiraz labels with scores of 99.”
Tony Harper, Sun Herald Business (2010)

 

“Wine becomes a commodity when people start writing and talking about them. Pay attention to the whims of American journalist Robert Parker, who gives wines a score out of 100. Anything bearing a Parker score of 90-plus is sure to be a sound investment.”
Thisismoney.com (2010)

 

“Langton’s Classification of Australian Wine Index, a key secondary wine market indicator, shows that over the last 2 years Australian fine wine values have increased by almost 64% whereas the stock market has fallen by about 39%. By comparison the international fine wine investment market, based largely on the great wines of Bordeaux, has fallen by roughly 20% during the same period.”
Langtons.com (July 2009)

 

“Our detractors love to talk about Australia’s industrial wines. However when it comes to Australian fine wine, it is ultimately a very finite and ever-depleting stock, based on extraordinary individual vineyard sites. From an international perspective there’s actually not much of it available compared to top Bordeaux and Burgundy. Judging by overall volume of demand and prices, Australian wine collectors are clearly wishing there was more of the good stuff around.”
Andrew Calliard, MW Langton’s (July 2009)

 

“Wine is still seen as an attractive alternative investment that is less volatile than other markets; sterling is weak although optimists believe it will gain against the euro soon; people want to buy at the bottom of the market and “there is a shortage of stock, so people jump on what there is.”
Times Online (April 2009)

 

“Notwithstanding the ongoing turmoil in the financial markets, we believe that investment-grade wine will generate positive returns in 2009, with double-digit growth returning later in the year.”
Andrew Della Casa Wine Investment Fund -The Financial Times (June 2009)

 

“Fortunately, the market did not drown in wine last winter. Instead, it somehow managed to soak it up, largely thanks to the sheer level of interest from Asia. Miraculously, demand there remained rock solid, effectively underpinning the market. At the end of last year, one merchant was selling £150,000 worth of wine a day through its recently opened Hong Kong office. Other merchants and auctioneers have also registered record sales from the region. Of course, Hong Kong’s zero wine tax and duty helped, as did sterling’s weakness.”
The Financial Times (June 2009)

 

“So is now still the time to buy? Certainly.”
The Financial Times (June 2009)

 

“Historically, fine wine has been the last investment to fall and the first to recover. Early indications, however, are showing that now is the best buying opportunity since 1997.”
The Financial Times (June 2009)

 

“Hong Kong is rivalling New York and London as a hub for fine wines as locals and mainland Chinese show their penchant for top-grade vintages, especially rare Bordeaux, by paying a premium for them.”
Le-Min-Lim Bloomberg (Oct 2009)

 

“A 6-litre bottle of Chateau Petrus 1982, a vintage described by the seller as smelling of prunes and spices, fetching a record HK$726,000 ($94,000) at a sold-out auction of fine wines in Hong Kong, spurred by Chinese buying.”
Le-Min-Lim Bloomberg (Oct 2009)

 

“In the times I’ve been doing it with a few rarities, wine has never gone backwards. Ever. In the depth of recession we just saw a flat market where as everything else I know, Fine Art, Houses All went backward. There’s a lot of stability in this market.”
Stewart Langton of Langton’s Fine Wine Index (2008)

 

“Wine has become the latest target of the bulging wallets of hedge fund managers, private equity gurus and Russian investors who are sending prices soaring. Faced with mediocre stock markets, cooling property prices and unimpressive bond returns, the wealthy are choosing to instead pour their millions into wine.”
The Sunday Telegraph (2008)