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.
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.
Whisky Exports: Opportunities for Scotch Whisky Investment Overseas
17 Jun 2024
Market Context
The international whisky market is booming. As whisky consumption becomes more popular across the globe, more opportunities exist for Scotch whisky exports and whisky investment.
Whisky Cask Investment News: 5 Media to Follow
19 Mar 2024
Market Context
Maybe you’re thinking of whisky cask investment. Or perhaps you’ve already taken the plunge. Whether your interest in Scotch is for business or pleasure, or even both, there are a handful of media outlets where you can get the latest and best whisky news.
Spring Budget 2024: The Impact on Whisky Investment
8 Mar 2024
Market Context
Following the Chancellor’s Spring Budget announcement earlier this week, we take a look at what it all means for your investments and the potential for whisky investment amid yet further tax changes, as well as a surprise announcement that the alcohol duty freeze will be extended.
A Guide to Whisky Auction Sites
4 Mar 2024
Market Context
The world of whisky auctions has evolved like never before over the last decade. This is particularly true since the Covid-19 pandemic when numerous companies suddenly emerged.
Is Islay Whisky on the Brink of Danger?
13 Feb 2024
Market Context
The Hebridean island of Islay is known the world over for its famous distilleries and peated smoky style of whisky.
Join The 1901 Group
For detailed information on acquisition structure, custody arrangements, risk considerations and realisation pathways, request The 1901 Group Investment Guide.
Download our investment guide
