Matthew Small, Portfolio Manager With ongoing financial uncertainty, the allure of the wine market’s growth and stability is leading more investors to increase their exposure to wine as an asset class. In the recent Cult & Boutique podcast, we looked at how professional investors look at risk-adjusted returns when assessing and managing investments. We have […]
Talk about investing with anyone and nine times out of ten the name Warren Buffet comes up. Warren and his mentor Benjamin Graham developed a style of investing that focused on the fundamentals…
The economy is on the cusp of recession, being battered by high inflation, rising interest rates, low economic growth, a cost-of-living crisis and geopolitical instability. The markets as a result have suffered with the S&P 500 realising the worst H1 in 40 years a…
Throughout 2021 the wine market shone, setting new records for trade and pushing the market’s leading indices to reach new heights with month after month of consecutive growth. And 2022 began right where 2021 left off, given a helping hand from a solid 2020 Burgundy vintage. The market did begin to show signs of a […]
2021 was the strongest trading period that the wine market has ever seen. The market’s benchmark index gained 2.6% in December alone to close out the year 23% up. This set the wine market’s performance above that of many of the world’s stock markets, such as the Dow Jones Industrial and Nasdaq which grew […]
2021 has proven to be a great year for the fine wine market, and the third quarter has been no exception. September was a rough month for equities as the end of the third quarter neared. The S&P 500 suffered its worst month since the start of the pandemic to close 4.8% down. This was […]
Market statistics have shown that lesser vintages of Bordeaux’s First Growths can often equal, or sometimes even better the returns generated by trophy vintages. The broadening of the market that has…
Our very own Daniel Paterson was invited on to the Golden West Podcast to discuss the wine world and his experience in the wine investment market. Daniel speaks with Ryan about the influence of Robert Parker Jr., Old World wines versus New World wines, what to look for when thinking about value all over the […]
One of the biggest developments in the fine wine market over the last decade is the shift of focus from Bordeaux to now including an ever-growing list of wine-producing regions from around the world. There was a point, not too long ago, when around 90% of all trades executed within the wine investment market were […]
In this episode of The Cult & Boutique Show, Daniel is joined by the CEO of Acker Wines, John Kapon. Acker Wines has grown to become the most successful fine wine auction house on the scene. Last year saw Acker set another plethora of new world records to become the highest-grossing wine auction house of […]
