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Thought leadership, research and market insights from the Alt/Finance team.
Watches
8 min read

The Contrarian Clock: Unearthing Alpha from Behavioural Anomalies in Luxury Watches

March 3, 2025
The world of luxury watches, traditionally admired for its craftsmanship and aesthetic appeal, has increasingly captivated the attention of investors seeking alternative asset classes. Beyond their tangible allure and the diversification benefits they offer against traditional financial markets, recent in-depth research has begun to uncover a fascinating dimension: the presence of unique behavioural pricing anomalies that present compelling opportunities for contrarian investors to generate alpha.
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Watches
8 min read

Luxury Watches as Investments: Performance Analysis, Diversification Benefits & Market Insights

January 20, 2025
Luxury watches are increasingly recognised as a unique and compelling asset class, demonstrating a remarkable capacity to generate 'alpha' and preserve wealth, particularly during periods of stress in traditional financial markets. Unlike conventional investments that often mirror broader market sentiment, luxury watches exhibit distinct characteristics that enable them to offer defensive alpha and a degree of insulation from economic shocks. This burgeoning interest stems from their performance, evolving market dynamics, and their inherent qualities as tangible assets.
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Watches
8 min read

The Untapped Frontier: Why Luxury Watches Offer Compelling Investment Alpha

January 6, 2025
In an investment landscape increasingly characterized by volatility and a relentless search for uncorrelated assets, traditional portfolios of equities and bonds often fall short in delivering optimal risk-adjusted returns. However, a fascinating frontier has quietly emerged, offering a compelling proposition for generating investment alpha: the luxury watch market. Once primarily viewed as personal indulgences or collectibles for enthusiasts, high-end timepieces are increasingly demonstrating their prowess as a viable alternative asset class, capable of outperforming conventional investments and offering significant diversification benefits.
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