We work for your Investment

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

  • Outlook for the capital marktes

    Capital market outlook 2nd half of 2021

    How do we see the development as well as opportunities and risks of the individual asset classes after the "re-opening" of the economy and sustainable vaccination progress? Read the propositions of Jens Wilhelm, responsible for portfolio management on the Executive Board.

  • Immunising against inflation

    Immunising against inflation

    Inflation expectations have risen as a result of the pandemic in the market. What does the higher uncertainty mean for bond investors? And what hedges against unwanted surprises are possible for bond portfolios? A viewpoint from Christian Kopf, Head of Fixed Income.

  • Union Investment’s new ESG transformation rating

    Union Investment’s new ESG transformation rating

    We invest in companies that already have great sustainability credentials. But going forward, we will also place a stronger focus on those who have credible ambitions to improve in this respect. After all, today’s caterpillars are the butterflies of the future. The Union Investment transformation rating was developed to help with this approach.

  • No need to press the inflation emergency button

    No need to press the inflation emergency button

    In Germany and the eurozone, prices rose faster than anticipated in May. The main price drivers were energy, services and package holidays. Nonetheless, inflation is expected to remain moderate in the medium term. Real yields are therefore likely to stay firmly in negative territory for the time being. This will support risk assets such as equities.

  • March 2021: Market news and expert views

    Market news and expert views: June 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 21 May 2021)

  • Transformation im Versorger-Sektor

    A wind of change brings green energy in sight

    Our modern life is hardly imaginable without electricity. But electricity generation has an ecological problem: it is still relatively heavily based on fossil fuels. How can the sustainable transformation and thus the decarbonization of the utility sector succeed?

  • UIC

    Balanced expansion of risk assets

    At its regular meeting on 18th May, the Union Investment Committee (UIC) kept the risk positioning moderately bullish (level 4 on the RoRo meter). Following an initial correction of risk assets last week after the publication of US inflation data, the UIC is reducing the cash position in the model portfolio in favour of a balanced expansion of opportunity-oriented investments.

  • Concerns about "Made in China"

    Concerns about "Made in China"

    Human rights organisations look to China with concern: How much forced labor by Muslim Uyghurs is in brand-name products? In our digital engagement magazine for institutional investors, we address controversial issues and create transparency for decision-makers.

  • The route is being recalculated

    The route is being recalculated

    In the fight against climate change, there must be a significant reduction in harmful CO2 emissions and thus a transformation in the automotive sector. But there can be more than just winners. Our Transformation Insight provides information on the challenge for car manufacturers and investors.

  • The commodity rally is finally up and running (for now)

    The commodity rally is finally up and running (for now)

    The prices of many industrial metals are currently at record levels. This rally is mainly being fuelled by the sustained tailwind provided by the economy’s gradual return to normal. Going forward, commodities also remain attractive as a late-cycle investment.

  • Monetary policy – loose for longer?

    Monetary policy – loose for longer?

    The world’s major central banks took decisive action in order to protect the markets from the worst during the COVID-19 pandemic. Their multi-billion cash injections provided much-needed stability. But in light of good news such as progress with vaccination programmes around the globe, more and more participants in the financial markets are starting to wonder: How long are the central banks going to keep their foot on the accelerator?

  • Inflation after the pandemic

    Inflation after the pandemic

    In the wake of the coronavirus pandemic, could inflation make a comeback that is more than just a flash in the pan? Our research paper shows which factors will be key and what the medium and long-term inflation trend might look like.

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.