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

  • Is Italy about to face an excessive deficit procedure?

    Is Italy about to face an excessive deficit procedure?

    Trouble is brewing again in Italy. The success of the Lega party in the recent European elections means the prospect of fresh parliamentary elections cannot be ruled out. At the same time, the European Commission is recommending that an excessive deficit procedure be initiated against the Italian government. But it is the capital markets that have the greater leverage over Italy.

  • 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.

  • UIC

    Risk positioning reined in to moderately defensive

    The Union Investment Committee (UIC) convened for an extraordinary meeting on 3 June. It pared back the risk positioning, taking the RoRo meter to level 2, and adopted a more defensive stance in the UIC portfolio in view of the escalating trade dispute and leading indicators that are already weakening again.

  • March 2019: Market news and expert views

    Market news and expert views: June

    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 24 May 2019)

  • Florian Sommer

    Better understanding of risk through the Integration of ESG criteria

    The issue of sustainability has moved into the mainstream. Investors who want to effectively monitor and consistently manage the risks in their portfolio can no longer rely on pure, fundamental securities Analysis. Florian Sommer, Head of Sustainability Research, reports on chances and risks of ESG Integration.

  • Keep moving, please!

    Fundamental backdrop remains favourable for investment-grade credits

    Corporate bonds in the global investment-grade segment have, by and large, made significant gains over the past four months. This is mainly because of the recent decisions taken by the central banks. Overall, the backdrop remains supportive for this asset class.

  • Containerschiff

    Trump turns the screw

    For several weeks, the global wrangling over trade had somewhat faded into the background as an issue for the capital markets. At the beginning of May, however, the dispute between the US and China flared up again. New tariffs have already been approved. Meanwhile, the US president has imposed stricter sanctions on Iran. It is also nearing decision time for the US with regard to levies on car imports. In this instance, however, the signs are pointing towards an easing of tensions.

  • Is Europe’s economy close to bottoming out?

    Is Europe’s economy close to bottoming out?

    Data published in recent days points to a mixed picture in terms of economic trends in the eurozone. While momentum in Germany appears to be slowing further, France and Spain are defying political turbulence to record strong growth. Looking ahead, the European Central Bank’s continuation of its expansionary monetary policy could prove to be an important pillar of support.

  • Beijing’s economic measures are taking effect

    Beijing’s economic measures are taking effect

    Thanks to the latest economic data to come out of China, investors have reason to be a bit more optimistic again. Little by little, the stimulus packages decided upon by the government appear to be having an effect. The positive impact of these measures is expected to continue into next year. However, the good data should not jeopardise a solution to the trade dispute.

Our awards

Multi-asset desk of the year

Multi-asset desk of the year

In recognition of the strong processes and outstanding overall performance, Union Investment have won the 2017 Leaders in Trading Award in the category ‘Buy-side multi asset desk of the year’. The Award recognises the biggest achievers in algorithmic trading, buy-side trading and other specialist fields.

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.