Tag Archives: Performance

Bordeaux Blue-chips match  S&P500 performance in August 2021

The blue-chip Bordeaux First Growths trend performance in August rose 2.7% (Liv-ex Fine Wine 50), stretching past the S&P500’s 2.5% growth in the month. With the FTSE 100 trailing at 1.5% rise and gold declining 0.5% in the same period, fine wine is showing its value to investors as an alternative asset.


Does fine wine perform as an alternative asset to diversify an equity portfolio?

Alternative assets have become increasingly attractive to investors looking at new ways to get returns in recent years. They generally offer a balance to equity performance and the potential to diversify an investment portfolio against market risk. We look at fine wine’s performance with equities and how you can benefit from this ‘real asset’.


Tax and Fine Wine in 2021 – what investors and collectors should know

The Tax treatment of fine wine is a key attraction for investors and collectors. Our latest Market Report is prepared by independent Tax Specialist, Peter Owen and provides insight to the key considerations when including fine wine in your Tax planning. Find out more about CGT and other Tax implications for your wine


Fine Wine Market fizzes into Summer 2021 with 12 months of consecutive gains.

The fine wine market is in sparkling form! Liv-ex has just reported that May 2021 saw further increases on the exchange with its key benchmark, the Liv-ex 100, recording its twelfth month of consecutive growth. Up 13.2% since June 2020, find out which wines are delivering strong returns to investors now…


Best Wines for Investment in 2021

In a robust market, we look at which are the top wines for investment in 2021. Fine wine has delivered growth and ‘safe sanctuary’ during the Covid-19 pandemic.  Using the rationale that fine wine will provide a bed-rock of value to weather potential further storms in financial markets – which investment wines should you be considering in 2021?


Burgundy hitting bullish benchmarks in Spring 2021

Trade levels and price growth in Burgundy investment wines are at the highest level since the 2018 bull run – are wine investors positioning for another? Burgundy is currently recording trade levels not seen since the bull-run peaks of November 2018. Certainly, the US Tariff suspension has put additional energy into the market as North […]