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

  • March 2021: Market news and expert views

    Market news and expert views: May 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 4 May 2021)

  • UIC

    Tactical risk reduction in April

    At its regular meeting on April 29, the Union Investment Committee (UIC) reiterated its moderate-offensive risk positioning (RoRo meter 4). With market growth optimism largely priced in, only absolute return assets were added. Other focal points in the model portfolio after risk adjustments in April: equities and peripheral government bonds.

  • Nachhaltige Infrastruktur

    Investment in sustainable infrastructure

    Investment in sustainable infrastructure pays off and it does so on numerous levels. In the short-term, as various studies have shown, it can revive an ailing economy. In the medium to long term, it delivers the measures that are needed to fight climate change and achieve the sustainable development goals of the United Nations.

  • China: unlocking the door to qualitative growth

    China: unlocking the door to qualitative growth

    During the coronavirus crisis, China has been both an engine of growth and a troublesome trading partner. The second-largest economy in the world is in the midst of a period of strategic restructuring. China-based securities are gaining importance as part of a diversified equity and fixed-income investment strategy.

  • Biden’s first 100 days – a clear course has been set

    Biden’s first 100 days – a clear course has been set

    The US government is upping the ante. The rescue package put together to boost economic recovery was targeted at jobs and consumption. Now come ambitious plans aimed at increasing the US economy’s growth potential. The markets have already priced in high expectations – but are they justified?

  • EU creates competition for Bunds in the bond market

    EU creates competition for Bunds in the bond market

    Starting in July, the European Commission plans to raise funds of up to €20 billion per month in the bond market. This would generate total funding of €806 billion by the end of 2026. The Commission plans to raise 30 percent of the funds with green bonds. The timely implementation of these plans is contingent upon the EU’s recovery plan being ratified.

  • Emerging marktes

    Emerging markets: investing sustainably in development

    The prevailing low-interest-rate environment is forcing many investors to look to emerging markets. This is hardly a surprise. Many of these countries are among the fastest-growing economies in the world. At the same time, sustainability is becoming increasingly important for investors, as it is for Union Investment. But emerging markets are often starting from a low base when it comes to their environmental and social standards. How then is this compatible with an investment?

  • Economic transformation

    Economic transformation

    Change is a constant companion. But sometimes, several trends coincide and combine in a way that significantly accelerates change and ushers in a new era or cycle. Will we be facing such a historic structural upheaval in the economic sphere in the coming decades?

  • Back on track for growth

    Back on track for growth

    Will the global economy quickly bounce back from the coronavirus slump? Or will the economic consequences be with us for some years to come? It is likely that further recovery will vary significantly from region to region and sector to sector – depending on how the coronavirus pandemic is handled.

  • Not quite green

    Not quite so green

    Current carbon emissions in the traffic and transport sector are too high to meet the Paris climate targets. For this reason, policymakers and industry are now pushing electrically powered transport. However, one aspect of this often remains neglected, namely the extent to which battery production damages the climate. Or to put it another way: When are electric vehicles really green?

  • Yield rise in the bond market: the good, the bad and the ugly

    Yield rise in the bond market: the good, the bad and the ugly

    The bond markets remain in turmoil. Although the situation has since eased, it remains precarious. The cause of the yield rise is key to assessing its effect on other risk assets, such as equities and credits. We take a look beyond the current market volatility to study the bigger picture in the capital markets.

  • 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.