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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

  • Market news and expert views

    Market news and expert views: March 2023

    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 24 February 2023)

  • Neutral risk positioning retained

    Tactical underweight position in equities

    The Union Investment Committee (UIC) reaffirmed its neutral risk positioning (RoRo meter at level 3) at its meeting on 21 February. Equities are currently underweighted. In return, the committee has opened an overweight position in commodities, again for tactical reasons.

  • Good reasons for structured credit

    Good reasons for structured credit

    For decades, structured credits have been an efficient component in the portfolio construction of professional investors.  Alexander Ohl, Head of Credit Solutions at Union Investment, provides reasons that speak for this asset class.

  • The Great Transformation: a new era for the global economy and the capital markets

    The Great Transformation: a new era for the global economy and the capital markets

    According to Dr Frank Engels, member of the Union Investment Board of Managing Directors responsible for portfolio management, the new era of the "Great Transformation"  will have a defining influence on the capital market environment and will impact investment decisions very directly in the coming years.  Engels identifies five key trends.

  • Time for value stocks to shine? An in-depth interview.

    Under pressure

    Various factors have contributed to the tailwind for profit margins in recent decades. But in this decade of the great transformation, many of these drivers will reverse course (or are already doing so). As a result, profit margins for US businesses are likely to be structurally lower than they have been used to. There are many reasons for this

  • Does rising debt pose a risk for bond markets?

    Does rising debt pose a risk for bond markets?

    Europe is raising funds in the capital markets mainly in order to support consumers, whereas the objective in the US is to obtain money for infrastructure projects. However, falling energy prices in Europe may lead to a reduction in funding volumes again. What does the packed calendar of new issues mean for fixed-income investors?

  • Renaissance for 60/40 portfolios

    Renaissance for 60/40 portfolios

    Last year was challenging for portfolios combining equities and bonds due to the high correlation between these two asset classes. Active adjustments to these portfolios will therefore be required this year in order to restore stability.

  • Ten pressing questions for fixed-income investors

    Ten pressing questions for fixed-income investors

    For the bond markets, 2022 has been a year of extremes. As it draws to a close, we look ahead to 2023. Christian Kopf, Head of Fixed Income Portfolio Management at Union Investment, shares his thoughts on the most pressing questions on the minds of customers.

  • Great transformation – the dawn of a new era

    Great transformation – the dawn of a new era

    Globalisation is giving way to the great power rivalry between the US and China. This marks the dawn of a new era, with far-reaching consequences for the capital market environment and investments. Although volatility is growing, interesting opportunities may open up if the right approach is taken.

  • Corporate bonds regaining appeal

    Corporate bonds regaining appeal

    Corporate bonds are back – at least on the primary market floor. In addition, investment-grade bonds are now offering attractive yields. And even demand for longer-dated paper is picking up again, although the outlook for economic growth remains highly uncertain.

Our awards

A+ Rating by PRI

Good marks from PRI

The PRI organisation, which is supported by the United Nations, has assessed how Union Investment has anchored sustainability criteria in the investment process. Here you will find the overall results.