Insights
Market context, industry developments and perspectives on tangible asset ownership.
Market Snapshot
£5.6bn
Annual Scotch Export Value
160+
International Markets
1.3bn
70cl Equivalent Bottles Shipped
£2bn
Exports of Single Malt Scotch
Featured Insight
The Volatility Hedge: Why Tangible Assets Outperform Sentiment
28 Mar 2026
Asset Class
For those who follow the broader markets, it’s been a period of notable movement. In our modern, interconnected world, headlines often translate into immediate market reactions. At times like this, it’s helpful to step back and look at the distinction between price and value.
Research Notes
Observations from the market
Short updates on developments shaping the Scotch whisky market and the broader landscape for tangible assets.
UK–India Trade Agreement and Scotch Whisky Tariffs
Following the UK–India trade agreement, tariffs on Scotch whisky imports are expected to reduce progressively over the coming decade. The change may improve long-term market access in what is already the world’s largest whisky market by volume.
March 2026
Capacity Expansion in Speyside
Several Speyside distilleries have announced capacity expansion programmes in response to sustained global demand. While these investments support future supply, mature casks from earlier production years remain structurally limited.
February 2026
Research Themes
Key areas of focus
Our research explores the structural forces shaping the Scotch whisky market and the long-term dynamics of tangible asset ownership.
Market Context
Global demand trends, export data and macro developments shaping the Scotch whisky market and the broader spirits industry.
Asset Class
Exploring whisky casks as tangible assets, including scarcity, maturation dynamics and long-term supply factors.
Ownership & Structure
How cask ownership works in practice, including bonded storage, chain of custody, legal transfer and operational stewardship.
Industry Developments
Events and structural changes across the whisky ecosystem, from distillery expansions to regulatory shifts and market activity.
Distilleries
Insights into the producers behind the spirit — their heritage, production capacity, regional influence and reputation.
All insights
A structured collection of market perspectives, distillery profiles and research on the Scotch whisky landscape.
The Volatility Hedge: Why Tangible Assets Outperform Sentiment
28 Mar 2026
Asset Class
For those who follow the broader markets, it’s been a period of notable movement. In our modern, interconnected world, headlines often translate into immediate market reactions. At times like this, it’s helpful to step back and look at the distinction between price and value.
A Visit to Lowland Bond | Adrian Hill
12 Mar 2026
Ownership & Structure
One thing that differentiates Whisky 1901 from its competitors is the ability for investors to visit their cask in situ at the warehouse. Since my early days with the company, this impressed me and helps to elevate the company’s proposition above many of its contemporaries.
Cutting Through the U.S. Tariff Noise: 2026 Trade Tailwinds
24 Feb 2026
Market Context
The latest annual figures from the Scotch Whisky Association (SWA) present a nuanced outlook for the industry as we move through early 2026.
Distillery Profile: Old Pulteney
29 Dec 2025
Distilleries
Situated in the north Highland town of Wick, Old Pulteney sits just 18 miles (30km) south of John O’Groats. Pulteney is one of only two distilleries in Scotland to be named after a person – Sir William Johnstone Pulteney.
Distillery Profile: Auchroisk
28 Nov 2025
Distilleries
Auchroisk is a large capacity distillery in the Speyside region of Scotland. Despite its capacity, Auchroisk is little known and few have tasted its whisky. The distillery is owned by Diageo and contributes large amounts of its single malt towards their high-volume popular Scotch blends.
Distillery Profile: Cragganmore
31 Oct 2025
Distilleries
Cragganmore is best known for being home to one of the six Diageo Classic Malts, in which it represents Speyside.
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