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We work for your investment

Union Investment
The expert for institutional investors

As one of the most experienced German fund managers, Union Investment has acted as a professional asset management partner to institutional investors for decades. Efficient risk management is a particularly important component of all our investment processes.

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News

  • The Times They are A-Changin’

    The Times They are A-Changin’

    This year’s Annual Meeting of the International Monetary Fund (IMF) was held in a hybrid format from 11 to 17 October. As the coronavirus pandemic has started to abate, a number of finance ministers and central bank governors from some of the 190 member states travelled to Washington to attend in person, but many other delegations and guests still participated virtually.

  • Unfounded concerns about inflation

    Unfounded concerns about inflation

    Exaggerated fears of inflation are currently spreading in the market. Many drivers of the current trend are one-off effects that will cease to apply next year. At that point, inflation is likely to settle much nearer the 2 per cent target of the European Central Bank (ECB). In this environment, yields in the bond markets will most likely continue to rise moderately.

  • Convertibles: normalisation after turbulent years

    Convertibles: normalisation after turbulent years

    "Convertible bonds have had an extraordinary couple of years against the backdrop of the coronavirus crisis and the subsequent rapid rebound of the equity markets. The high proportion of issuers from the tech sector is strengthening the long-term appeal of this asset class, but active selection is indispensable."

  • Five consequences of coronavirus still affecting the capital markets

    Five consequences of coronavirus still affecting the capital markets

    The pandemic is still ongoing but the capital markets are already looking to the future. Which trends are here to stay and which were solely attributable to the acute phase of the crisis? Five main consequences have already emerged. Andreas Köster, the new Head of Portfolio Management, provides his assessment.

  • Chain reaction – supply bottlenecks adversely affecting the global economy

    Chain reaction – supply bottlenecks adversely affecting the global economy

    The synchronised recovery from the coronavirus crisis and reopening of the economy are prolonging the shortage of intermediates. As a result, more and more companies are lowering their profit forecasts for the third and fourth quarters. Other consequences include the shortage of lorry drivers in the United Kingdom (which is also attributable to Brexit) and the delayed calming of inflation rates worldwide.

  • October 2021: Market news and expert views

    Market news and expert views: October 2021

    Economy, growth, inflation and monetary policy – the monthly report ‘Market news and expert views’ will keep you informed about the latest developments and our expert assessments. It will also give you a comprehensive review of and outlook for the relevant asset classes. (As at 28 September 2021)

  • Neutral risk positioning with a more cautious trend

    UIC maintains a steady course for now

    At its regular meeting on 23rd September, the Union Investment Committee (UIC) again reaffirmed its neutral risk positioning (RoRo meter at level 3). Because: Increased challenges are holding back market growth. The only change that the committee decided upon for the model portfolio was to close out the US dollar currency exposure.

  • Fast fashion – no longer in vogue

    Fast fashion – no longer in vogue

    Fast fashion still has many fans. That is why it remains a fast-growing and successful part of the business for many fashion companies. But harm to the environment, non-transparent supply chains, and working conditions that are increasingly viewed as problematic are giving more and more consumers and investors pause for thought.

  • Monetary policy lines are starting to diverge

    Monetary policy lines are starting to diverge

    The robust economic recovery is not going unnoticed by the world’s central banks. Is the end of ultra-expansionary monetary policy approaching? Against the impressive backdrop of the Teton mountain range in the Rocky Mountains, central bankers, economists and politicians will meet from 26 to 28 August in the US resort of Jackson Hole to discuss this question.

  • The great rotation

    The great rotation

    Growth stocks have clearly outperformed value stocks since the financial crisis and maintained their lead during the initial turmoil of the coronavirus pandemic. But since November 2020, the tide has been turning. Our analysis provides explanations and assesses potential future trends.

Our awards

A+ Rating by PRI

Union Investment given A+ rating by PRI

The United Nations Principles for Responsible Investment (PRI) initiative has awarded Union Investment its top mark of A+ in recognition of the company's overarching approach to responsible investment.

Sustainability strategy awarded has been the FNG Label

FNG Label 2020

Six Union Investment funds received the FNG Label of approval for sustainable investment funds. Mutual funds that have been awarded the Sustainable Investment Forum (FNG) Label comply with the quality standard it has developed for sustainable investments in the German-speaking countries.