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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

  • Prudent risk management is key

    Prudent risk management is key

    High inflation, the turnaround in interest-rate policy, supply chain disruptions in connection with coronavirus, the war in Ukraine – at the moment, investors seem to be facing challenges wherever they turn. Nonetheless, it is best to take an active approach. There are no signs of an imminent recession, especially in the US, and the bond markets are already pricing in high-flying interest-rate expectations.

  • Building a low-carbon world with AI credit portfolios

    Building a low-carbon world with AI credit portfolios

    Climate change has become a factor that is impossible to ignore for any long-term investor. The war in Ukraine has further increased the pressure to become less dependent on fossil fuels. Analysis of carbon data by artificial intelligence (AI) can provide valuable assistance when it comes to staying on top of greenhouse gas emissions in a portfolio.

  • Infrastructure: an important investment topic

    Infrastructure as an investment topic

    In many areas such as healthcare, communications, and energy supply, investment in infrastructure has been neglected for years. The coronavirus pandemic, and even more so the war in Ukraine, have prompted politicians to rethink. Infrastructure is therefore an important investment topic, especially in an environment characterised by inflation.

  • April 2022: Market news and expert views

    Market news and expert views: May 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 2 May 2022)

  • Report from the IMF Spring Meeting: We have reached key tipping points

    Report from the IMF Spring Meeting: We have reached key tipping points

    The Spring Meeting of the International Monetary Fund clearly showed how profoundly the global economic order is shifting. The war in Ukraine has set in motion a trend towards a more pronounced division of countries into blocs and this is likely to bring about a paradigm shift in the international order. The capital market environment will remain challenging.

  • Union Investment Committee makes tactical adjustments

    Union Investment Committee makes tactical adjustments

    At its regular meeting in April, the Union Investment Committee (UIC) confirmed its neutral risk positioning (RoRo meter at 3). The committee still believes that the capital markets are faced with a huge amount of uncertainty. Against this backdrop, the UIC is increasingly adopting tactical positions so that it can capitalise on brief windows of opportunity.

  • Transatlantic divergence of growth continues for now

    Transatlantic divergence of growth continues for now

    The US economy remains robust despite growing headwinds, while Europe’s economy is more heavily affected by the war in Ukraine. This gives the US Federal Reserve more scope for action than the European Central Bank. Yields seem set to remain on an upward trajectory for now.

  • What’s next for the bond markets?

    What’s next for the bond markets?

    At present, inflation is the dominant influence in the bond markets. Yields have been rising noticeably, several interest-rate hikes are being priced in. But the longer the war in Ukraine continues, the bigger the negative impact on economic growth is likely to be. This means that the market environment will remain volatile. However, there will be opportunities for active asset managers.

  • Reporting season: strong results, but little fresh momentum expected

    Reporting season: strong results, but little fresh momentum expected

    So far, corporate profit reports have proved a reliable source of support for the equity markets, but the momentum behind global profit growth is waning. Companies with strong pricing power, in particular, remain able to achieve solid results and margins despite rising input costs. This means that company-specific factors are gaining in importance.

  • A new world order – six propositions

    A new world order – six propositions

    Russia's attack on Ukraine marks a fundamental turning point and there is already much talk of a new world order. Will a return to competition between great powers become the basis of any such new order? Will there be a change in the pathway to becoming climate-neutral? In six propositions, we outline the impact we expect the war in Ukraine to have on the economy and the capital markets.

  • Russia on the brink of technical insolvency

    Russia on the brink of technical insolvency

    Moscow is at risk of defaulting on an international government bond because the US Department of the Treasury has blocked repayments in US dollars. The rouble payments offered would likely lead to a technical default. Legal proceedings are therefore potentially needed in order to settle creditors’ claims. What scenarios should foreign investors expect?

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.