There is widely held expectation that parity – €1 equalling $1 – is just around the corner. Philippe Huguen / AFP
There is widely held expectation that parity – €1 equalling $1 – is just around the corner. Philippe Huguen / AFP

Euro on track for a rebound



Since the European Central Bank announced in late January its €1.1 trillion quantitative easing programme – which involves buying €60 billion of bonds each month from the market – the euro has made the news because of its rapid depreciation against the US dollar.

The widely held expectation is that parity – €1 equalling $1 – is just around the corner. However, analysing the chart for the cross-rate suggests this is not necessarily the case, and that we can expect a short-term rebound in the euro in the coming weeks.

The chart clearly shows that the euro’s recent fall is an extension of quite a dramatic, longer-term decline, which began early last year.

But the euro-dollar rate is now approaching its long-term trend line support between 1.03 and 1.05. This line can be traced from a low found in 1985 by the euro’s predecessor – the European Currency Unit, which was the European Union’s official unit of account. It then traverses the low of 0.80 levels tested in 2000, shortly after the euro was launched.

After that, the euro spent two years of consolidation and base-building before rallying to reach highs near 1.60 in 2008, when a period of volatility ensued and the currency pairing fluctuated between 1.20 and 1.50.

Parity may well be reached at some point in the coming years, but the strong support defined by the long-term trend line will need to be tested and breached for that to happen.

Given the magnitude of recent declines, we should expect the euro-dollar rate to find support between 1.03 and 1.05. While it is still too early to call for a major reversal in the downtrend, we can expect a short-to medium-term rebound towards 1.15 in the coming months.

Aksel Kibar is a technical strategist at the Abu Dhabi-based asset manager Invest AD.

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Leap of Faith

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Public Affairs

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Sugary teas and iced coffees

The tax authority is yet to release a list of the taxed products, but it appears likely that sugary iced teas and cold coffees will be hit.

For instance, the non-fizzy drink AriZona Iced Tea contains 65 grams of sugar – about 16 teaspoons – per 680ml can. The average can costs about Dh6, which would rise to Dh9.

Cold coffee brands are likely to be hit too. Drinks such as Starbucks Bottled Mocha Frappuccino contain 31g of sugar in 270ml, while Nescafe Mocha in a can contains 15.6g of sugar in a 240ml can.

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Mercer, the investment consulting arm of US services company Marsh & McLennan, expects its wealth division to at least double its assets under management (AUM) in the Middle East as wealth in the region continues to grow despite economic headwinds, a company official said.

Mercer Wealth, which globally has $160 billion in AUM, plans to boost its AUM in the region to $2-$3bn in the next 2-3 years from the present $1bn, said Yasir AbuShaban, a Dubai-based principal with Mercer Wealth.

Within the next two to three years, we are looking at reaching $2 to $3 billion as a conservative estimate and we do see an opportunity to do so,” said Mr AbuShaban.

Mercer does not directly make investments, but allocates clients’ money they have discretion to, to professional asset managers. They also provide advice to clients.

“We have buying power. We can negotiate on their (client’s) behalf with asset managers to provide them lower fees than they otherwise would have to get on their own,” he added.

Mercer Wealth’s clients include sovereign wealth funds, family offices, and insurance companies among others.

From its office in Dubai, Mercer also looks after Africa, India and Turkey, where they also see opportunity for growth.

Wealth creation in Middle East and Africa (MEA) grew 8.5 per cent to $8.1 trillion last year from $7.5tn in 2015, higher than last year’s global average of 6 per cent and the second-highest growth in a region after Asia-Pacific which grew 9.9 per cent, according to consultancy Boston Consulting Group (BCG). In the region, where wealth grew just 1.9 per cent in 2015 compared with 2014, a pickup in oil prices has helped in wealth generation.

BCG is forecasting MEA wealth will rise to $12tn by 2021, growing at an annual average of 8 per cent.

Drivers of wealth generation in the region will be split evenly between new wealth creation and growth of performance of existing assets, according to BCG.

Another general trend in the region is clients’ looking for a comprehensive approach to investing, according to Mr AbuShaban.

“Institutional investors or some of the families are seeing a slowdown in the available capital they have to invest and in that sense they are looking at optimizing the way they manage their portfolios and making sure they are not investing haphazardly and different parts of their investment are working together,” said Mr AbuShaban.

Some clients also have a higher appetite for risk, given the low interest-rate environment that does not provide enough yield for some institutional investors. These clients are keen to invest in illiquid assets, such as private equity and infrastructure.

“What we have seen is a desire for higher returns in what has been a low-return environment specifically in various fixed income or bonds,” he said.

“In this environment, we have seen a de facto increase in the risk that clients are taking in things like illiquid investments, private equity investments, infrastructure and private debt, those kind of investments were higher illiquidity results in incrementally higher returns.”

The Abu Dhabi Investment Authority, one of the largest sovereign wealth funds, said in its 2016 report that has gradually increased its exposure in direct private equity and private credit transactions, mainly in Asian markets and especially in China and India. The authority’s private equity department focused on structured equities owing to “their defensive characteristics.”

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