Wine Basics

Wine Investing

Apr 24, 2025

Outlook for Fine Wine in 2025

Market Drivers and Decline

The continued decline in fine wine prices can largely be attributed to weakening global consumer confidence. Fine wine consumption often correlates closely with overall economic stability and global sentiment. Periods of heightened economic and political uncertainty tend to depress demand. Additionally, interest rates play a pivotal role in fine wine valuations; historically, falling interest rates have aligned with rising wine prices, as highlighted in the Q4 2024 Market Report.

Outlook for 2025

The outlook for 2025 remains cautiously optimistic but hinges significantly on macroeconomic factors such as interest rate movements and geopolitical developments. Encouragingly, recent data suggests that price declines are stabilising. For instance, Slide 19 of the Q4 2024 Market Report illustrates a trend towards a balance, with fewer wines experiencing price declines compared to previous quarters.

Another key consideration is the performance of broader financial markets. The S&P 500 appears increasingly overvalued, prompting some investors to seek diversification through tangible assets such as fine wine. Historically viewed as a “safe haven” investment, fine wine’s lack of correlation with traditional asset classes enhances its appeal during periods of equity market volatility. Anecdotal evidence from within the wine trade indicates a renewed interest in increasing portfolio allocations to fine wine for diversification purposes.

In the UK, the tax-exempt status of fine wine under Capital Gains Tax (CGT) regulations further enhances its attractiveness, particularly in the wake of recent fiscal measures. While the Reeves budget was broadly inflationary—suggesting potential upward pressure on interest rates domestically—the broader consensus points towards eventual rate reductions.

Market Cycle Considerations

It is essential to recognise the cyclical nature of fine wine markets. Historically, market downturns have typically lasted between 12 to 18 months. However, the current downturn has persisted longer due to the unprecedented bull run that peaked in October 2022, followed by successive economic shocks. Based on historical patterns, the market appears to be approaching the latter stages of this bear cycle, potentially positioning for recovery in the near future.

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Wine Basics

Wine Investing

Aug 10, 2025

When is the Best Time to Invest in Fine Wine?

The fine wine market has always been a blend of passion and performance. For some, the allure lies in the artistry of the vineyard; for others, it’s the steady, tangible returns that make fine wine a compelling alternative asset.

But here’s the perennial question for investors: when is the right time to invest?

In our latest analysis at WineFi, we examined one of the most sought-after segments of the market—red Burgundy—to see how timing influences returns. We compared all red Burgundy wines in our investment universe to the Liv-ex Burgundy 150 index, the sector’s benchmark, and looked for patterns that could guide smarter entry and exit strategies.

The Findings at a Glance

Our data paints a clear picture of how red Burgundy performs at different stages of its lifecycle:

  • 🚫 Don’t buy on release – On average, red Burgundy underperforms its benchmark in the first few years after release. That means paying top prices straight out of the gate often isn’t the best move for returns-focused investors.

  • 🎯 Sweet spot: Year 6 – Performance begins to accelerate around the sixth year—coinciding with the median start of the wine’s drinking window. From here, returns tend to outpace the benchmark.

  • 📈 Outperformance window: Years 6–25 – During this period, red Burgundy has historically delivered impressive relative gains. By year 25, the mean return in our dataset was 1.8x higher than the benchmark.

  • ⚠️ After year 25: A trickier game – Performance tends to plateau, and volatility increases. As bottles become rarer and more valuable, prices can swing sharply in either direction. This aligns with the median end of red Burgundy’s drinking window, when investment and consumption dynamics shift.

Why This Matters for Investors

Fine wine, unlike many asset classes, is both finite and consumable. Every bottle opened reduces supply, creating scarcity—but also introducing unpredictability as remaining stock becomes fragmented across cellars worldwide.

By aligning purchases with a wine’s drinking window, investors can:

  • Maximise potential upside by entering when market demand is strengthening.

  • Reduce downside risk by avoiding the softer performance often seen in the early years.

  • Plan exits strategically before volatility overtakes predictable growth.

The Limits (and Power) of the Data

While this study looks at the mean performance of all red Burgundy wines in our universe, individual results will vary significantly by producer, vintage, and even format (bottle size). Legendary producers like Domaine de la Romanée-Conti may defy these trends altogether, while lesser-known estates might follow them more closely.

Still, using drinking windows as a timing tool offers a practical framework for making better-informed decisions—especially for investors building diversified portfolios across regions and styles.

Final Pour

The data tells us that patience pays in fine wine investment—particularly in Burgundy. If you can resist the urge to buy on release and instead enter around year six, history suggests you’ll be swimming with the current rather than against it.

In fine wine, as in life, timing is everything. And for Burgundy lovers, that sixth-year mark might just be the moment when the stars—and the corks—align.


Wine Basics

Wine Investing

Jul 14, 2025

WineFi Q2 2025 Quarterly Report

In Q2 2025, we have seen a stabilisation in wine market prices. In this quarterly report we dive into this finding to understand how list prices compare to trade prices, along with macro-analysis and regional comparisons.

In this edition, we explore:

🏦 Macroeconomic Analysis and the Effect on Wine Markets

📈 How Wine Compares to Other Assets

⚖️ Wine Market Stabilisation?

🔀 List Prices vs Trade Prices

🌍 Regional Performance Breakdown


Wine Basics

Wine Investing

Apr 24, 2025

WineFi Q1 2025 Quarterly Report

We’re pleased to share our Q1 2025 Quarterly Report, offering a concise, data-driven overview of fine wine’s performance in the first quarter of the year. As macroeconomic pressures persist and traditional markets continue to fluctuate, fine wine’s role as an alternative asset class remains in sharp focus.

In this edition, we explore:

🏦 Macroeconomic Analysis and the Effect on Wine Markets

📈 How Wine Compares to Other Assets

⚖️ Wine Market Stabilisation?

🌍 Regional Performance Breakdown



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Capital is at risk. Wine values can go down as well as up, and investments may not perform as expected. Returns may vary. You should not invest more than you can afford to lose. WineFi is not authorised by the Financial Conduct Authority. Investments are not regulated and you will have no access to the Financial Services Compensation Scheme (FSCS) or the Financial Ombudsman Service (FOS). Past performance and forecasts are not reliable indicators of future results and should not be relied on. Forecasts are based on WineFi’s own internal calculations and opinions and may change. Investments are illiquid. Once invested, you are committed for the full term. Tax treatment depends on individual circumstances and may change.

You are advised to obtain appropriate tax or investment advice where necessary.

WineFi is a trading name of WineFi Management Limited. Registered in England and Wales with registration number: 14864655 and whose registered office is at 5th Floor, 167-169 Great Portland Street, London, United Kingdom, W1W 5PF.

Join our newsletter

Get the latest WineFi news and press delivered straight to your inbox.

Capital is at risk. Wine values can go down as well as up, and investments may not perform as expected. Returns may vary. You should not invest more than you can afford to lose. WineFi is not authorised by the Financial Conduct Authority. Investments are not regulated and you will have no access to the Financial Services Compensation Scheme (FSCS) or the Financial Ombudsman Service (FOS). Past performance and forecasts are not reliable indicators of future results and should not be relied on. Forecasts are based on WineFi’s own internal calculations and opinions and may change. Investments are illiquid. Once invested, you are committed for the full term. Tax treatment depends on individual circumstances and may change.

You are advised to obtain appropriate tax or investment advice where necessary.

WineFi is a trading name of WineFi Management Limited. Registered in England and Wales with registration number: 14864655 and whose registered office is at 5th Floor, 167-169 Great Portland Street, London, United Kingdom, W1W 5PF.

Join our newsletter

Get the latest WineFi news and press delivered straight to your inbox.

Capital is at risk. Wine values can go down as well as up, and investments may not perform as expected. Returns may vary. You should not invest more than you can afford to lose. WineFi is not authorised by the Financial Conduct Authority. Investments are not regulated and you will have no access to the Financial Services Compensation Scheme (FSCS) or the Financial Ombudsman Service (FOS). Past performance and forecasts are not reliable indicators of future results and should not be relied on. Forecasts are based on WineFi’s own internal calculations and opinions and may change. Investments are illiquid. Once invested, you are committed for the full term. Tax treatment depends on individual circumstances and may change.

You are advised to obtain appropriate tax or investment advice where necessary.

WineFi is a trading name of WineFi Management Limited. Registered in England and Wales with registration number: 14864655 and whose registered office is at 5th Floor, 167-169 Great Portland Street, London, United Kingdom, W1W 5PF.