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

  • 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.

  • March 2019: Market news and expert views

    Market news and expert views: August

    The monthly report 'Market news and expert views' offers a comprehensive review and outlook for relevant asset classes. Up-to-date forecasts for the capital markets are also provided. (As at 7 August 2019)

  • UIC

    Union Investment maintains its neutral risk positioning

    At its regular meeting in July, the Union Investment Committee (UIC) confirmed its neutral risk positioning (RoRo meter 3). The model portfolio still has a neutral structure, but its focus has shifted. Firstly, this is due to decisions made by the US Federal Reserve (Fed) and the European Central Bank (ECB). Secondly, the economic picture has not brightened at all and the trade dispute is taking centre stage again.

  • Boris Johnson and Brexit

    Boris Johnson and Brexit

    The United Kingdom has a new prime minister. As Boris Johnson takes over from Theresa May he now faces the task of taking Britain out of the European Union. But with Parliament just as divided on Brexit as before, a fresh election remains likely. In view of that, it is quite conceivable that the exit date will be postponed yet again.

  • 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.

  • An accident waiting to happen

    An accident waiting to happen

    The Brazilian mining corporation Vale has been the focus of public attention since the collapse of a dam at one of its mines. Vale had already been excluded from Union Investment’s sustainability-oriented funds due to similar incidents in the past. The company had been put on the Union Investment-wide exclusion list after it failed to signal any willingness to improve following engagement dialogues. This means that it is excluded from all products actively managed by Union Investment.

  • Battery metals: Where is the electric journey taking us?

    Battery metals: Where is the electric journey taking us?

    The age of electric-powered transport is upon us. And this is driving demand for batteries – as well as for their constituent metals. This article explores how commodity investors can benefit from this trend.

  • Brave new world (of monetary policy) – Is the era of inflation-rate targets coming to an end?

    Brave new world (of monetary policy) – Is the era of inflation-rate targets coming to an end?

    In the current environment, policy makers at major central banks, who manage the ups and downs in their country’s economy from a monetary-policy perspective, have to solve two key conundrums. Firstly: Why is inflation still so low, even after many years of ultra-expansionary monetary policy? And secondly: What tools can be used to respond to the next economic downturn, given that interest rates are already very low? This is the focus of the current work of our Portfolio Management Research and Investment Strategy.

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.