Author Archives: Peter Shakeshaft

Chateau Haut Brion 2011 – currently the best ‘off-prime’ addition to your portfolio

The First Growths are, without doubt, the blue-chip mainstays of a strong wine investment portfolio providing liquidity and in the current market strong opportunity for growth.  All five offer great investor appeal and are in demand right now but if you don’t already own a case of Chateau Haut Brion, there are compelling reasons to […]

Wealth Managers look to alternative investments to fill portfolio gap as traditional investments struggle in low interest rate world

FT, the FT’s digital news platform for financial services practitioners, has published special reports this week looking at the increasing appetite of investors and their advisors for alternative assets to bolster portfolios as “Traditional assets can no longer be relied upon to behave properly”. The current poor performance of previous cornerstone investments such as […]

Lloyds Wealth Management Study: Passion investors in fine wine expect 48 per cent returns

A new study by Lloyds Private Banking canvasses 500 UKretail investors with a minimum of £50,000 invested in traditional and/or alternative investments. Some of the most popular investments include alternative assets, which range from classic cars to racehorses and fine wine.  The research found that investors will, on average, spend £13,500 on a single item […]

Liv-ex 50 recording nearly 20% growth year-to-date

Liv-ex has reported today that its Fine Wine 50 Index – tracking the price movements of the ten most recently physical vintages of the Bordeaux First Growths – is currently up 19.3% year to date. The index has seen some of the strongest upward movements in its history and has outperformed shares over the same […]

Will Bank of England rate cut impact market upward trend?

The Bank of England’s recent interest rate cut, the first since March 2009, taking the level to a new record low of 0.25%, has been undertaken in the hope of stimulating the economy and helping to cure post Brexit blues. Alongside the headline cut in the interest rate are a number of other measures designed […]

Invest in wines with room to grow in buoyant fine wine market

Liv-ex reported to trade members today on market moves in line with key historical economic events and it made for interesting reading. The Exchange is the definitive source on the fine wine market globally and its data is utilised by professional wealth and fund managers, academics and the fine wine trade. Liv-ex have measured monthly […]

Fine wine LX50 reaches highest level since October 2013

We have commented recently on the positive rise of the Liv-ex 50, up 6% in the last month. The LX50 monitors the performance of the last ten physical vintages of the First Growths; Margaux, Lafite-Rothschild, Mouton Rothschild, Haut Brion and Latour. As a barometer of the market this is a particularly interesting index as major […]