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

  • Market news and expert views

    Market news and expert views: December 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 25 November 2022)

  • Neutral risk positioning retained

    Neutral risk positioning retained

    At its regular meeting on 22 November, the Union Investment Committee (UIC) reaffirmed the neutral risk positioning (RoRo meter at level 3) that it had set in the middle of the month. The strategic portfolio is currently overweight in fixed income – in the form of corporate bonds – and absolute return investments. Equities and commodities, conversely, are underweighted.

  • Corporate bonds regaining appeal

    Corporate bonds regaining appeal

    Corporate bonds are back – at least on the primary market floor. In addition, investment-grade bonds are now offering attractive yields. And even demand for longer-dated paper is picking up again, although the outlook for economic growth remains highly uncertain.

  • The time will come for risk assets

    Capital market outlook: The time will come for risk assets

    In the short term, the capital markets are likely to be weighed down by high inflation, weak growth and tight monetary policy. However, improvements to these key parameters will gradually brighten the prospects for risk assets over the course of 2023: A renaissance is around the corner for fixed-income assets and there is slight potential for equities to bounce back, despite profit headwinds.

  • Corporates – a key component of a fixed-income portfolio

    Corporates – a key component of a fixed-income portfolio

    Following the price correction, investment-grade corporate bonds now come with attractive coupons. However, the macroeconomic environment presents risks. This is where Union Investment’s Global Credit Platform comes into play, as it offers bottom-up analysis and a worldwide perspective.

  • Time for value stocks to shine? An in-depth interview.

    Time for value stocks to shine? An in-depth interview.

    Union Investment’s value investment style focuses on companies whose profits in the short term appear to be below their long-term potential and that meet a minimum quality threshold. In the following interview, Stefan Brugger, Senior Portfolio Manager for Equities, explains why the time could be right for value stocks to shine.

  • Inflation remains a dominant factor in the capital markets

    Inflation remains a dominant factor in the capital markets

    The US Federal Reserve has reiterated that bringing down inflation is its top priority and that one of its objectives is to cool the labour market. In Europe, inflation will remain at heightened levels for some time to come due to high energy prices. This will result in further increases in interest rates on both sides of the Atlantic. What does this mean for the different asset classes?

  • Less wiggle room for Biden?

    Less wiggle room for Biden?

    The US midterm elections take place on 8 November 2022. No one is expecting any major surprises: the most likely outcome is that the Republicans gain a majority in the House of Representatives and the Democrats hold on to the Senate. However, it is important to keep a close eye on the results in the key states.

  • Economic growth – the road ahead remains rocky

    Economic growth – the road ahead remains rocky

    The war in Ukraine, energy supply, high inflation, rising interest rates and concerns about economic growth – these are the topics that have been dominating the news in recent weeks. But what impact do these individual factors have on the capital markets and what is the outlook for the rest of the year?

  • Inflation: too early to sound the all-clear

    Inflation: too early to sound the all-clear

    Both headline and core inflation in the US have fallen month on month. In the eurozone, however, inflation remains on an upward trajectory. Although Germany, for example, saw a temporary dip in inflation, this was purely attributable to one-off effects. Conditions in the capital markets thus look set to remain uncertain.

Our awards

A+ Rating by PRI

Good marks from PRI

The PRI organisation, which is supported by the United Nations, has assessed how Union Investment has anchored sustainability criteria in the investment process. Here you will find the overall results.