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.

News

  • Is the German model faltering?

    Is the German model faltering?

    The rise in protectionism around the world is weighing on companies in Germany. And the country’s economy is also afflicted by structural problems. New potential for growth has to be created and leveraged in Europe so that the German model does not become obsolete.

  • March 2019: Market news and expert views

    Market news and expert views: September

    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 30 August 2019)

  • Corporate bonds in demand

    Corporate bonds in demand

    Numerous euro corporate bonds have been issued recently. This segment is set to continue growing because low yields are creating benign market conditions for issuers. Meanwhile, investors are hoping that the ECB will launch a new bond-buying programme.

  • UIC

    UIC positions itself a little more cautiously

    At its regular meeting in August, the Union Investment Committee (UIC) confirmed its risk positioning at RoRo Meter 3, but adopted a slightly more cautious view taking into consideration the weak economic environment. Commodities and emerging market equities were underweighted, while developed market equities were upgraded to neutral weighting.

  • German government bonds are in increasingly short supply

    German government bonds are in increasingly short supply

    Union Investment estimates that the volume of Bunds available to investors for trading has fallen from €600 billion to €150 billion since 2014. The implications of this trend have so far received little attention.

  • The yield curve has inverted, so will recession follow?

    The yield curve has inverted, so will recession follow?

    The US yield curve has inverted for the first time in over a decade. In the past, this has always been a reliable indicator that a recession will follow. What about now? For sure, it’s a warning sign. But the experts at Union Investment are not anticipating a recession.

  • Max Holzer

    Five key issues for the capital markets

    After an upbeat first half of the year, risk assets underwent a correction in the summer. A whole range of risk factors returned to investors’ consciousness. How should investors now position themselves in view of central bank policy shifts, the economic development and politics? Max Holzer, Head of Relative Return, takes a closer look at five key issues.

  • Jens Wilhelm

    Outlook for the capital markets: a bet on monetary policy

    The first half of 2019 was upbeat for the capital markets, following a difficult trading year in 2018. Jens Wilhelm, member of the Board of Managing Directors of Union Investment responsible for portfolio management, gives us his predictions for the second half of the year.

  • Quality Leader 2019

    Quality Leader 2019

    Greenwich Associates has recognized Union Investment as a "Quality Leader" in Institutional Clients business. According to Greenwich Associates, Quality Leaders distinguish themselves from their competitors by providing outstanding customer service that helps institutional investors reach their investment goals.

Our awards

Quality Leader 2019

Quality Leader 2019

Greenwich Associates has recognized Union Investment as a "Quality Leader" in Institutional Clients business. This is the result of this year's survey of institutional investors in Germany conducted by the international consulting firm. According to Greenwich Associates, Quality Leaders distinguish themselves from their competitors by providing outstanding customer service that helps institutional investors reach their investment goals.

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

UniInstitutional IMMUNO Nachhaltigkeit has been awarded the FNG Label

UniInstitutional IMMUNO Nachhaltigkeit has been given two out of three stars for its particularly sophisticated and comprehensive sustainability strategy. It scored extra points for institutional credibility and dialogue strategies.