Emirates Airline president unhappy about doubts over Airbus A380


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The head of Emirates Airline has reacted angrily to a suggestion by Airbus that it might stop making its A380 superjumbo airliner, saying it could double its investment if the plane maker agreed to upgrade the A380 instead.

Tim Clark, president of Emirates, said he had protested to Airbus after its finance director aired the possibility of ending production of the flagship jet due to poor sales.

“I am not particularly happy as you can imagine,” Mr Clark said. “We are on the hook for this plane. I get pretty miffed when we have put so much at stake.”

Harald Wilhelm told analysts on Wednesday that Airbus would break even on the A380 through 2018, “if we would do something on the product, or even if we would discontinue the product”. The unusually frank remark reflected an internal debate over the future of the world’s largest airliner but was also the first time Airbus had publicly contemplated winding down the project — one of several possible scenarios.

Others include slowing production or investing together with Rolls-Royce in an updated engine, which Mr Clark said would improve fuel efficiency by 12 to 15 per cent from 2020.

Mr Clark said that if the two companies went ahead with the upgrade Emirates would eventually replace all the 140 superjumbos it has ordered with the newly upgraded version.

But he suggested Emirates would hold Airbus to delivering the A380s it has sold if it decides to halt the programme.

Airbus would in that case probably ask Emirates to forego some of its future deliveries, he said, adding, “That is not a conversation I would like to have”.

Mr Clark said he was worried about the effect Airbus’s sombre message might have on future A380 purchases by other airlines, as well as the supply chain and the European aerospace industry, which has been a darling of politicians after creating many jobs.

He also said the stance would not help the future second-hand value of A380 aircraft.

Airbus immediately sought to defuse the row.

“The entire Airbus top management continues to believe strongly in the market prospects of the A380, but any investment by Airbus requires a sound business case, which we will continue to study,” said Rainer Ohler, the head of corporate communications.

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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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