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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

  • Monetary policy set to tighten

    Change of direction for monetary policy

    Amid high inflation, the turnaround in monetary policy that began in the emerging markets has reached the central banks of the G7 nations. The US Federal Reserve (Fed) is eyeing up an interest-rate increase in the near future, while the European Central Bank (ECB) is still holding off for now. This creates headwinds for government bonds from core eurozone countries but also opportunities for selected niche assets and equities.

  • engage 2022

    engage! 2022 - Out of touch with reality?

    Out of touch with reality? Excessive pay for executives creates risks for investors. Rethinking remuneration models can redress this and at the same time support companies’ commitment to sustainability.

  • Water

    Monetary policy turnaround prompts major equity market rotation

    The minutes of the Federal Open Market Committee’s December meeting show that the Federal Reserve (Fed) is willing to take swift action. One of the focal points is the reduction of the bank’s balance sheet in the near future. Yields on US Treasuries surged in response to this news. But to what extent are expectations of rising interest rates being reflected in the stock markets?

  • November 2021: Market news and expert views

    Market news and expert views: January 2022

    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 22 December 2021)

  • Peking

    China – tackling the Evergrande crisis and striving for stability

    Given the recent turmoil, Beijing will be aiming to stabilise growth in 2022. The risk of a further downturn has reduced. Although the economy may pick up in the second half of 2022, upside potential for the bond and equity markets remains limited.

  • UIC takes a constructive view of the markets

    Constructive outlook for 2022

    At its final regular meeting in 2021, the Union Investment Committee (UIC) reaffirmed its moderately bullish risk positioning (RoRo meter at level 4). Only a slight adjustment was made to the model portfolio. The committee retains its focus on opportunity-oriented investments such as equities and commodities. Its stance on defensive investment segments is a little more cautious.

  • Returning to normal in 2022

    Returning to normal in 2022

    The global economy is currently facing plenty of challenges, from disrupted supply chains to high inflation rates and the new wave of coronavirus. Overall, however, the outlook for investors in 2022 remains positive. Nonetheless, uncertainty is increasing again.

  • A global revolution - the minimum tax rate

    A global revolution - the minimum tax rate

    Over the last few decades, many countries became sucked into a veritable race to the bottom in their bid to attract large multinationals. This is now being put a stop to. What impact will new uniform tax rules have on corporations and states?

  • 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.

  • 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?

  • 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.

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 2022

Nine 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.