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.

Market assessment

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The ECB has cut interest rates further. Should we expect an economic rebound around the corner? Will the US economy stay ahead of the Euro area? And how do the tensions on the Arabian Peninsula affect our investment decisions? The Union Investment Committee's assessment of this turbulent market environment and the Committee's decisions are brought to you by Christian Kopf, Head of Fixed Income.
Read our recent market assessment

News

  • March 2019: Market news and expert views

    Market news and expert views: October

    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 01 October 2019)

  • Brief easing of tensions in the trade dispute

    Brief easing of tensions in the trade dispute

    The trade dispute between the US and China is keeping the capital markets on tenterhooks, although there have been recent signs of rapprochement. Are we heading for a solution? This is unlikely, and Europe may find itself in a tricky situation. That is why we need a European growth Agenda.

  • Boris Johnson’s swansong may well come quickly

    Boris Johnson’s swansong may well come quickly

    The UK Supreme Court has given the prime minister a sharp political slap in the face. Although what will actually happen next is entirely unclear, the likelihood of the exit date has increased. However, Boris Johnson’s swansong may well come quickly. And the danger that the United Kingdom’s departure from the EU will be disorderly is by no means off the table.

  • UIC

    Neutral risk positioning confirmed

    At its meeting on 24 September, the Union Investment Committee (UIC) moved away from its slightly defensive position and adopted a more neutral stance again. Overall, the risk positioning was left unchanged at level 3 on the RoRo meter. Following the adjustments, the model portfolio is now positioned completely neutrally at asset class level.

  • Is the German model faltering?

    Is the German model faltering?

    The rise in protectionism around the world is weighing on companies in Germany. And the country’s economy is also afflicted by structural problems. New potential for growth has to be created and leveraged in Europe so that the German model does not become obsolete.

  • Corporate bonds in demand

    Corporate bonds in demand

    Numerous euro corporate bonds have been issued recently. This segment is set to continue growing because low yields are creating benign market conditions for issuers. Meanwhile, investors are hoping that the ECB will launch a new bond-buying programme.

  • German government bonds are in increasingly short supply

    German government bonds are in increasingly short supply

    Union Investment estimates that the volume of Bunds available to investors for trading has fallen from €600 billion to €150 billion since 2014. The implications of this trend have so far received little attention.

  • 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.

  • 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.

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.