Drink Asia March-April 2020 | Page 20

Gulp Element FINE WINE INVESTMENT: LIGHTING THE SPARK By Philip Staveley T his year’s range is +45% to -30% which is a colossal spread of 7,500 basis points. In essence, it is a bit of fun with the winner earning something nice and bubbly from Liv-ex. We are all on the much fi rmer ground looking at the performance of the 2010s as they reach their first decade, and there will be a series of reviews this year reminding everyone of how fabulous they are. That they are fabulous on the palate has never been in dispute; but how fabulous are they now from an investment perspective? Not only have the 2010s in Bordeaux performed poorly since release with nearly half of the Liv-ex 500’s 50 constituents trading below their release price according to a brief note released recently by Liv-ex, but the fi rst growths, in particular, have declined. ‘Mission’ is hardly produced in prodigious quantities, making around 7,000 cases a year, but there is a huge difference between 600 and 7,500 cases in terms of where it ‘ends up’. Drink Asia 20 Right Bank first growth ‘equivalents’ like Cheval Blanc and Ausone feature among the fallers (the elevation of Pavie and Angelus to Grand Cru Classé A since release of their 2010s guarantees their position amongst the risers), as does La Mission Haut-Brion. What we fi nd very interesting is that Le Pin has outstripped all to a price rise of 95%. Why might this be? Did Pin release at a more respectable price than the others? Nope. March-April 2020 Not at all. Like nearly everyone, it released ex- château at a 10% hike on 2009 levels. The difference, we believe, is entirely due to the consequence of volume, and the mechanics of the market place. The 2010s were priced en primeur in the late spring of 2011, only a month or so before the market correction. As a point of comparison, 600 cases of Le Pin 2010 had been priced at the top of the market, as