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.
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.
Revisiting the Lowland Bond
13 Dec 2024
Ownership & Structure
This large warehousing facility is where many casks owned by Whisky 1901 customers are stored. To put this in context – this is not the norm for cask investment firms.
The Angels’ Share: 10 Questions to Ask Your Whisky Broker
10 May 2024
Ownership & Structure
The angels’ share. It might sound sweet, but despite the name it could leave a sour taste when it comes to your whisky investment if you aren’t armed with the right information.
My Visit to the Lowland Bond
2 May 2024
Ownership & Structure
Recently, I was invited by to visit the Lowland Bond and see the facility first hand.
The role of a regauge in whisky cask investment
29 Apr 2024
Ownership & Structure
When it comes to realising your whisky cask investment, the process of regauging plays a vital role. As whisky matures in its cask, a small amount naturally evaporates into the porous wood.
Experiencing Whisky Investment: Lowland Bond Facility Visit
1 Mar 2024
Ownership & Structure
Along with four of our whisky investment clients, we visited the Lowland Bond facility in Fife where we are moving the majority of our casks.
Join The 1901 Group
For detailed information on acquisition structure, custody arrangements, risk considerations and realisation pathways, request The 1901 Group Investment Guide.
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