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

  • March 2019: Market news and expert views

    Market news and expert views: January

    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 19 December 2019)

  • UIC

    Overweighting of equities confirmed

    The Union Investment Committee (UIC) believes that the market environment remains positive with good conditions for the start of the new trading year in 2020. The committee has therefore confirmed the risk positioning (RoRo meter) at level 4. It has also retained the overweight position in equities, albeit with a broader base. Specifically, the UIC has overweighted equities from the emerging markets and, in return, reduced the long position in developed markets.

  • Brexit

    The way is clear for Brexit

    Following the Conservative Party’s victory in the UK parliamentary elections, the country is now poised to leave the EU on 31 January 2020. But the capital markets will continue to grapple with the issue of Brexit because the situation is still far from resolved.

  • <span><span><span><span><span>Ten Capital </span></span></span></span></span><span><span><span><span><span>Markets</span></span></span></span></span> <span><span><span><span><span>Propositions</span></span></span></span></span> <span><span><span><span><span>for</span></span></span></span></span><span><span><span><span><span> 2020</span></span></span></span></span>

    Ten Capital Markets Propositions for 2020

    In 2020, the attention of the capital markets will shift increasingly to the economy. Geopolitical risk factors, such as the trade dispute and Brexit, and the continuation of expansionary monetary policy are likely to have less of an influence on the markets than in 2019. But what does this mean for the various asset classes? For answers, read our ten theories about the capital markets for 2020.

  • Business cycle

    Germany avoids recession

    Germany has staved off recession thanks to growth in consumer spending. The most we can say, however, is that the German economy is stabilising. There are no signs yet of sustained improvement. So what is in store next for the German economy?

  • Dollar

    The consequences of a weak dollar

    US President Donald Trump wants a weak dollar, which would have a range of consequences for all asset classes. Despite the anti-globalisation agenda being pursued under the Trump administration, the greenback is still the oil that lubricates the global economy.

  • Guidelines for responsible investment

    Guidelines for responsible investment

    We consider sustainability to be a core element of the cooperative principles by which we operate. We have adopted a clear sustainability strategy that provides a framework for responsible action. These guidelines set out the approach that we take to ensure responsible investment.

  • Taxonomy and Green Bonds

    Taxonomy and green bonds

    In June 2019, a technical expert group (TEG) set up by the EU Commission presented a proposal that defined a standardised classification system. This was known as the taxonomy report. It is intended to provide a transparent means of assessing the environmental impact of an activity or investment. It could be first applied to green bonds.

  • Determinants of returns on collateralised loan obligations

    Determinants of returns on collateralised loan obligations

    Structured credits fell into disrepute during the financial crisis, often without justification. The poor image of subprime mortgages, which are a small subset of structured credits, distorted people’s view of the fundamental idea behind a structured credit and  its economic benefits. This study examines collateralised loan obligations (CLOs), which are structured credits backed by corporate loans, and offers an explanation as to why they have a possible mark­up over classic corporate bonds.

  • Fondjubiläum Structured Credit

    Good reasons for Structured Credit 

    Union Investment is celebrating the fifth anniversary of the inception of its fund UniInstitutional Structured Credit High Yield. The fund mainly invests in international asset-backed securities in the high-yield segment. In an environment of low interest rates, this asset class can offer advantages over traditional corporate bonds.

  • Anniversary Asian Bond and Curreny Fund

    Investment opportunity Asian bonds

    Asian (high-yield) bonds may be an interesting opportunity for European fixed-income investors, given their attractive return profile. The UniInstitutional Asian Bond and Currency Fund has proven its successful track record since inception five years ago. Learn more about the about the asset class and the 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

FNG Label 2020

Six 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.