Apollo Global Management Inc. is aiming to invest in artificial intelligence, defense and infrastructure in Europe, where trillions in spending is needed, its co-head of European credit Tristram Leach said in a Bloomberg TV interview.

Blackstone Inc. sees a $200 billion investment opportunity in European credit over the next 10 years, underscoring the region’s appeal to investors looking for alternatives to the US.

Chinese technology stocks are starting to look like a bargain after a regulation-driven selloff. And that could mean reduced flows into mega-cap U.S. tech -- or even outflows.

Investors are witnessing the “biggest U.S. fantasy trip of all time” in the stock market thanks to a clueless Federal Reserve, speedy stimulus and surprising success with Covid-19 vaccinations, according to Jeremy Grantham, financial historian and co-founder of the investment firm GMO.