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.

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News

  • RoRo meter moved to level 2

    RoRo meter moved to level 2

    At an extraordinary meeting held on 1 July, the Union Investment Committee (UIC) decided to lower the risk level in the UIC portfolio by reducing the exposures to equities and commodities and increasing holdings of safe government bonds in return. As a result, the risk positioning has shifted from neutral (RoRo meter at level 3) to moderately defensive (RoRo meter at level 2).

  • Seven things for equity investors to bear in mind in these changing times

    Seven things for equity investors to bear in mind in these changing times

    Headwinds arising from high inflation, rising interest rates, geopolitical risks and concerns about growth have triggered a correction in the equity markets. Although volatility has increased, significantly lower valuations offer opportunities in spite of the prevailing risks. However, a number of relevant factors should be taken into account.

  • Global shift in monetary policy

    Global shift in monetary policy

    Soaring inflation is prompting central banks around the world to tighten their monetary policy. Many have either already decided to hike interest rates or are poised to do so in the coming days. One notable outlier is Japan, which is keeping its monetary policy in ultra-expansionary mode.

  • Outlook: Things will get tougher before they get better

    Outlook: Things will get tougher before they get better

    The situation in the capital markets will probably remain challenging for a little while longer before the picture starts to improve. Key factors such as inflation, growth, monetary policy and market liquidity are shrouded in significant uncertainty. But the – as yet – robust shape of the economy, healthy profits in the corporate sector and fiscal policy measures are providing support. This suggests that the investment outlook may brighten towards the end of the year.

  • Assets from the emerging markets deserve more attention

    Assets from the emerging markets deserve more attention

    The outlook for a potential economic recovery in China is looking positive. This could provide support for the emerging markets (EM) as an asset class. Favourable valuations may boost the appeal of equities and government bonds from emerging economies offer high risk premiums. Nonetheless, active security selection remains key in the current environment.

  • April 2022: Market news and expert views

    Market news and expert views: June 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 30 May 2022)

  • Disenchantment with the US tech sector

    Disenchantment with the US tech sector

    Stocks of US technology companies have been under pressure since the start of the year. This is due to the policy turnaround of the central banks and growing pressure on margins. But some tech segments continue to offer opportunities.

  • The energy transition at a time of energy insecurity

    The energy transition at a time of energy insecurity

    The war in Ukraine puts energy security back into the spotlight for governments, businesses and households. Diversification and an accelerated shift to green energy can reduce dependency. How could investors benefit from these developments?

  • A balancing act: Can weapons be sustainable?

    A balancing act: Can weapons be sustainable?

    Sustainable investing is often a balancing act. . There are plenty of objectives that compete with one another, cannot be achieved simultaneously or – seemingly or actually – contradict one another. The only way to operate in a credible and consistent manner in this field over the long term is to follow clear principles that are not adapted to fit specific situations. This also applies to investments in weapons and arms companies.

  • 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.

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.