🥂February 2025 Recap: Economic Trends and Wine Investment Highlights 🥂
I hope you’re doing well. Reflecting on February 2025, several economic shifts have impacted global markets, including fine wine investments. Additionally, we’re excited to share a new venture from Sure Holdings — Sure Senior Lifestyle, a promising investment opportunity in Malaysia.
Economic Influences
Central banks maintained cautious policies, with the Bank of England holding interest rates at 4.5% as global economies navigated inflation and slowing growth.
Global Events
Trade tensions escalated as the U.S. imposed tariffs on Canadian and Mexican imports, prompting retaliatory measures and contributing to market uncertainty.
Cryptocurrency Market Performance
Bitcoin dropped by 18.81% to $84,373.01, and Ethereum fell by 29.42%, closing at $2,237.91. Meanwhile, Maker (MKR) surged by 41.7%, showcasing the ongoing volatility in digital assets.
Wine Investment Performance
This month, the Bordeaux market declined by -2.25%, and Champagne and Rhone Valley wines dropped by -1.56%, contributing to an overall portfolio dip of -2.18%. However, some wines stood out:
- Carruades 2007 Full Case: +23% (Bid: $2,451 → Ask: $2,580)
- Lafite Rothschild 2001 Full Case: +9% (Bid: $4,783 → Ask: $5,035)
- 2002 Macallan Exceptional Single Cask: +9% (Bid: $3,325 → Ask: $3,570)
- Carruades 2006 Full Case: +9% (Bid: $2,199 → Ask: $2,315)
- DP Brut 2004 Full Case: +6% (Bid: $1,473 → Ask: $1,550)
Why Hold Your Wine Investments?
Despite economic headwinds, fine wine remains a resilient asset class. The strong performance of select wines this month underscores the long-term potential of wine as a diversification tool.
A New Booming Opportunity
We’re also thrilled to introduce Sure Senior Lifestyle, a new project tapping into Malaysia’s growing senior living market. This venture offers exciting potential for investors seeking to diversify into a rapidly expanding sector. Learn more at: Sure Senior Lifestyle.
As always, we’re here to support your investment journey. Reach out anytime to discuss your portfolio or explore new opportunities.
In the context of wine, the term “vintage” refers to the year in which the grapes used to produce the wine were harvested. It is an important consideration because the weather conditions, such as temperature, rainfall, and sunlight, during that particular year greatly influence the quality and characteristics of the grapes.
Vintage variation is a natural occurrence, and different vintages can result in wines with distinct flavors, aromas, and aging potential. Some years are considered exceptional, producing wines of outstanding quality, while others may be considered average or less remarkable. Winemakers and wine enthusiasts often discuss and evaluate vintages to understand the overall quality and style of the wines produced in a particular year.
For Sellers:
It is important to note that we are currently experiencing a buyer’s market. To facilitate a successful sale, it is advisable to consider adjusting the selling price by 3-5% to attract buyers and increase the likelihood of confirming a buyer in a faster time frame.
For Buyers:
When buying fine wine investments, it is worth noting that first-growth Bordeaux wines can deliver optimal growth and potential returns. However, for individuals with budget constraints, exploring second-growth Bordeaux wines from the 1866 classification can also present exciting investment opportunities with considerable growth potential.
The Figures for February 2025
This month’s valuations showed the Bordeaux market decreasing by -2.25%. Champagne and Rhone Valley wines have decreased by -1.56%.
24.3% of the wines valued showed a positive return, while 33.6% showed a negative return, and 42.1% remained the same.
83.6% of our portfolio is Bordeaux while 13.2% is Champagne and Rhone Valley, with Whisky investments and others make up 3.3%
Overall, there was a -2.18
% in the value of all wines this month.
Below are the five, top and bottom movers compared to the previous month. Over 100 wines are valued each month. The wines valued are ALL OUR recommendations from the last fifteen years.
The new prices are reflected in your online portfolio every month.
Please log on to our website, SureHoldings.com to view your wine portfolio and email us back if you wish to ask anything about which wines can help build your wine portfolio.
Yours Sincerely,
Client Services
The winners and losers for January vs February
Sure Holdings Wine Investment Service is a full-bespoke service
This is how your portfolio is managed.
Wine Research – We source and negotiate new wines.
Portfolio Analysis – Assess your portfolio for wines that need to be sold and allocate new wines to your portfolio.
Logistics – Manage the delivery and receipt of wines with new buyers and sellers into the Bonded Warehouse in UK and France.
Billing – Monitor funds from your wine sales and bill new wines to your portfolio to ensure an efficient cash flow to maximize your invested funds.
Email support@sureholdings.com to confirm your portfolio is under management to maximize your returns.
Need a refresher on wine investing to get back into it? Try our masterclass, free for existing clients. sureholdings.co.uk
