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Investments in art and culture

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Carla Passino wrote in Country Life (13th March 2013) about the Knight Frank’s Luxury Investment Index. Her conclusion is that passion-driven investments have significantly out-performed more traditional assets such as the FTSE 100 or the property market. 

With the exception of furniture, all enthusiasm-led purchases have done well, presumably because there has never been so much interest in art and culture. Stamps have more than trebled in value. Rare coins have risen significantly. The ultimate in collecting indul­gence, classic cars, has had a turbo-charged performance. The only asset to have performed better than Classic cars is gold.

How assets appreciated in the decade to September 2012:
Gold                                          434%
Classic cars                                395%
Coins                                        249%
Stamps                                      217%
Fine art                                     199%
Jewellery                                  140%
Prime central London property     104%
Chinese ceramics                        85%
Watches                                    76%
Prime New York property             73%
FTSE 100                                    54%
Furniture                                  -18%

Nothing tells the story of appreciating collectibles more than a pastel version of The Scream 1895 by Edvard Munch. It fetched $120 million at Sotheby's in New York last year, setting a new world record for a work of art sold at auction. Experts had expected the masterpiece to break new ground since its presale estimate of $80 million was the highest ever listed at Sotheby's.

Edvard Munch
The Scream, 1895
79 x 59 cm 
Sold at Sotheby’s New York in May 2012

I am assuming for the purpose of this post that Knight-Frank's asset-appreciation figures are accurate and universal. And very useful to know! But there is something uneasy about believing that “if you follow your heart, the money will come”.

A passion-driven investment seems like a contradiction in terms. I am saying it because passion has to do with the love of collecting, usually based on aesthetic pleasure or historical importance. One sentence will make that clear. “Stamps are quietly building a following among wealthy investors, many of whom are not actually collectors”. If those wealthy investors are buying stamps because of the stamps’ rate of appreciation, and not because they love collecting stamps, where does the passion come in? I may as well buy pork bellies, as long as pork bellies are appreciating rapidly.

My collecting passion is for 18th and 19th century French, German, Austrian, British and Czech porcelain. But if these art objects are not appreciating very well, I should probably lose my passion for old porcelain and simply invest in another area of collecting. Or I should separate passion from investment and clearly differentiate between the two. In the latter case, “following one’s heart and the money will come” is not meaningful.


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