Deal reached on California financial crisis



California's governor Arnold Schwarzenegger and legislators have agreed a plan to solve the state's multi-billion-dollar budget crisis after months of bitter wrangling. After a day of talks on Monday to close California's US$26.3 billion (Dh96.6bn) deficit, Mr Schwarzenegger emerged alongside Democratic and Republican legislators at the state capital in Sacramento to announce a deal had been reached.

Few details of the agreement were announced although Mr Schwarzenegger and legislators said the revised budget did not include any significant tax increases or cuts to essential services such as education. "As you can see, we came to a basic budget agreement and obviously we're very happy," Mr Schwarzenegger said. "We've accomplished a lot and I want to thank the legislator leaders for hanging in there. It was like a suspense movie."

Mr Schwarzenegger and state legislators had been at loggerheads for months over how to solve California's deficit, which had pushed the state to the brink of bankruptcy and forced the world's eighth largest economy into issuing IOUs. Mr Schwarzenegger, a Republican, had vowed to narrow the deficit by cutting funding for a wide range of social services while steadfastly vowing to veto any proposals that would increase taxes.

"This is a budget that has no tax increases and a budget that is cutting spending," Mr Schwarzenegger said on Monday. "We're protecting education and making government more efficient and cutting waste and abuse. All around this is a really great achievement." The Democratic majority leader Karen Bass said the state had reached agreement on plugging the budget hole without slashing funding to programmes designed to help California's neediest as had been threatened by Mr Schwarzenegger.

"After several weeks we have closed the deficit in a responsible manner," Ms Bass said. "We have protected the safety net and that was very important in these times." The State Assembly minority leader Sam Blakeslee said the budget would help the state return to fiscal stability. "None of these were easy choices," he said. Precise details of the proposed budget were not clear although US media reports said the deficit would be closed by about $15bn in cuts and $4bn borrowed from local governments.

Other monies would be raised through the early collection of taxes and shifting more than $1bn worth of pay to state workers from this fiscal year to the next. Mr Schwarzenegger's proposal to allow oil drilling off the coast of Santa Barbara, north-west of Los Angeles, would also help generate revenues of about $100 million (Dh367m) a year, according to reports. California's latest budget crisis came less than five months after marathon negotiations resulted in tax increases and spending cuts to eradicate a $42bn hole in the budget.

Since then, California's deficit has spiralled as soaring unemployment and one of the worst home foreclosure crises in the United States have sent state revenues plummeting to levels not seen since the 1990s. The latest proposed budget is due to be voted upon on Thursday in Sacramento. * AFP

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.”

The%20specs
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The specs

AT4 Ultimate, as tested

Engine: 6.2-litre V8

Power: 420hp

Torque: 623Nm

Transmission: 10-speed automatic

Price: From Dh330,800 (Elevation: Dh236,400; AT4: Dh286,800; Denali: Dh345,800)

On sale: Now