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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

  • November 2021: Market news and expert views

    Market news and expert views: December 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 26 November 2021)

  • Capital markets in search of a new post-pandemic equilibrium

    Capital markets in search of a new post-pandemic equilibrium

    Jens Wilhelm, the Executive Board member responsible for portfolio management and real estate, sees further upside potential for risk assets such as equities in 2022. At the same time, he expects increased volatility on the capital markets on the way to a post-Corona equilibrium.

  • UIC takes a constructive view of the markets

    Opportunity-oriented approach to the last few trading weeks of 2021

    At its regular meeting on 23rd November, the UIC confirmed the moderately bullish risk orientation (RoRo-Meter 4). After a shift within the equity position at the beginning of November, the model portfolio now remains unchanged: In addition to the equity position, the commodity segment is emphasised.

  • Real estate needs to become greener

    Real estate needs to become greener

    In the fight to mitigate climate change, a green transformation of the real estate sector and – more specifically – of the existing building stock is therefore urgently required, in Germany as well as in other countries. But what are the prerequisites for a successful transformation and what regulatory hurdles need to be cleared?

  • Commodities go green

    Commodities go green

    The commodities markets are in a state of upheaval, and nowhere is this more evident at present than in the energy segment. This sub-sector has always played a dominant role – given the significance of energy as the fuel that keeps the global economic engine running – but is now being turned on its head by the global push for decarbonisation.

  • Transparency with sustainable corporate bonds

    Transparency with sustainable corporate bonds

    Corporate bond spreads have narrowed sharply. Nonetheless, the market is still interesting to investors because the rapid growth of sustainable corporate bonds is creating new investment opportunities.

  • RMC 2021

    Post-coronavirus investment world: a new script for portfolios?

    The world of investing after coronavirus will be markedly different from the one before it. This white paper explores the shifts in macroeconomic trends, analyses the implications for investment and presents recommendations for action.

  • Capital markets are increasingly pricing in inflation risk

    Capital markets are increasingly pricing in inflation risk

    Volatility in the bond markets has increased most noticeably in the short-dated government bond segment. This is because higher inflation risk is being priced in and some second-tier central banks have started to tighten their monetary policy. However, Union Investment expects inflation rates to come down again in 2022.

  • No payout for polluters

    No payout for polluters

    At present, companies that are significant contributors to the enormous volume of carbon emissions worldwide still receive support from banks in the form of loans and underwriting services for their bond placements. But ever more stringent regulation and pressure to mitigate climate change are forcing the sector to rethink and adjust its business models.

  • 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.

  • 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."

  • 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.

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.