Our latest Fine Wine Investment Market Report provides information on the market trends and specific wines to aid investors and collectors when considering their fine wine portfolio planning for the year ahead.
The Report reviews the market performance in 2018 and compares the key Liv-ex indices with the FTSE 100, the S&P 500 and gold. Across 2018 all of the Liv-ex indices outperformed equities, the Liv-ex 100 and 1000 benchmarks rose by 213.9% and 258.2% respectively compared to US equities growth at 143.9% and a weaker UK stocks’ performance at 59.2%.
Burgundy wines were key drivers for sector growth over the year, Liv-ex’s Burgundy 150 index grew by 34.9%, Bordeaux saw relatively static performance and the broader Liv-ex 1000 index grew by 10% in 2018. Equities obviously had a challenging year and the FTSE 100 saw a decline of -12.5%, the S&P -6.2% and gold saw just 3.9% rise in 2018. This data all makes a case for including fine wine as an alternative asset in portfolio planning. Our tip of the month is a Burgundy wine priced at a superb entry price for investors looking to make their first purchase of wine from this top performing region.
The Vin-X Report looks at performance during the first month of 2019 and focuses on key areas for growth for the first half of 2019. The ‘spotlight’ is focused on Burgundy whose top price performer saw over 200% growth in the 2018 Power 100 Report published at the end of the year. The top ten most powerful Burgundy brands in 2018 are noted and DRC’s performance is tracked against listed luxury brands Apple, LVMH and Hermes.
Parker’s highest ever average scored vintage – the spectacular Bordeaux 2009, has just been retasted and the industry awaits the publication of the critics’ scores ten years on – of particular interest will be those wines tipped for potential improvement upward from 98 towards 100.
Finally, the report also looks at the Bordeaux 2016 vintage, currently being bottled and shipped. Liv-ex has reviewed price performance of these wines against other years and deem it to be currently undervalued with two thirds of the 2016 wines in the Bordeaux 500 index offering good value for investors.
Download our report here and call us on 0203 3842262 for more information.