Carlton Sélection
@carltonselec
Carlton Sélection est une société de gestion, créée dans l’objectif de répondre aux besoins des investisseurs institutionnels, corporate, et family offices.
🇺🇸 Five debt hotspots in the #AI data centre boom - Reuters reuters.com/business/finan…
🇨🇳🇪🇺 China Blows Past Record for Europe Car Sales on Hybrid, EV Gains - Bloomberg bloomberg.com/news/articles/…
Dear Network, After nearly fifteen incredible years at Market Securities Group (including two wonderful years as CEO in our #Monaco office), I’m thrilled to share an important new step in my career. I’m delighted to announce that I will be joining LIOR GLOBAL PARTNERS, a Wealth…
⚠ Bloomberg Top Forecasters - Q3 2025 ⚠ ➡ I ended the quarter ranked as Bloomberg’s: 🏆 Top Forecaster of the 🇺🇸 Economy 🏆 Top Forecaster of the 🇪🇺 Economy 🏆 Top Forecaster of the 🇨🇳 Economy
⚠ Ravi de participer à la deuxième édition du Sommet de l’Investisseur ⚠ J'interviendrai jeudi à 12.00 en compagnie de @NCheron_bourse. 📅 Du 15 au 19 septembre 2025: 22 experts (PDG, gérants et analystes de renom) prendront la parole pour 20h de conférences en direct. Vous…
⚠ I am truly delighted to have surpassed 2️⃣0️⃣0️⃣ 𝐊 followers ⚠ Thank you all for your continued support.
Congratulations Christophe on the renewal of your Bloomberg ranking as the world’s top forecaster for the US, Eurozone, and China. Truly well deserved. 🥇
⚠ Bloomberg Top Forecasters - Q2 2025 ⚠ ➡ I ended the quarter ranked as Bloomberg’s: 🏆 Top Forecaster of the 🇺🇸 Economy 🏆 Top Forecaster of the 🇪🇺 Economy 🏆 Top Forecaster of the 🇨🇳 Economy
In case you don't realize what is happening: Meta and Microsoft just posted massive earnings beats, but that's not even the main story. Microsoft announced that it now expects to spend $30 billion on CapEx next quarter ALONE. And, Meta now expects to spend up to a combined $72…
🎙️ BFM Bourse | Décryptage des marchés Ce lundi 26 avril, Daniel Gerino, président de Carlton Sélection, était aux côtés de Jeanne Asseraf-Bitton, responsable de la recherche et stratégie chez BFT-IM, dans l’émission BFM Bourse animée par Guillaume SOMMERER. Au programme : ✅…
⚠ Bloomberg Top Forecasters - Q1 2025 ⚠ ➡ I ended the quarter ranked as Bloomberg’s: 🏆 Top Forecaster of the 🇺🇸 Economy 🏆 Top Forecaster of the 🇪🇺 Economy 🏆 Top Forecaster of the 🇨🇳 Economy
Le meilleur prévisionniste sur les USA, la zone euro et la Chine selon Bloomberg rejoint le comité consultatif de la société de gestion et apportera ses perspectives macroéconomiques aux fonds gérés par Daniel et Guillaume Gerino.…
📣 Carlton Sélection accueille @C_Barraud (Market Securities Monaco), n°1 mondial des prévisionnistes économiques (🇺🇸🇪🇺🇨🇳 selon Bloomberg), au comité consultatif de ses fonds Carlton Select Invest et Carlton Select World. Son expertise et nos valeurs commune renforcent notre…
⚠ C’est avec une grande joie que je rejoins le comité consultatif de @carltonselec des fonds CSI et CSW. J’y apporterai mon expertise macroéconomique et mes prévisions sur mes trois zones de prédilection (🇺🇸 🇪🇺 🇨🇳).
⚠ Top 10 Macro/Financial Charts of the Week – w12 (2025) ⚠ #Stocks #SPX #Wealth #Eurozone #Inflation *HT @neilksethi, @Barchart, @Mayhem4Markets, @SpecialSitsNews, @fwred, @StephaneDeo, @OliverRakau christophe-barraud.com/top-10-macro-f…
BREAKING: The S&P 500 adds over $1 TRILLION of market cap and officially posts its best day of 2025.
🌎 Asset Managers Churn Out Defense Funds Once Deemed Uninvestable - Bloomberg bloomberg.com/news/articles/…
🇺🇸 #ETFs | I took part of @Amundi_FR U.S. #Equities roadshow in #Geneva, #Monaco & #Paris ⚠ *It was a pleasure to share the stage with Ana Harris and Jean-Maurice Ladure (#MSCI), alongside #Amundi expert Vincent Denoiseux, who shared valuable insights into equity #markets and…
Mr Bessent get it. The credit market leads the Fed.
🇨🇳 🇺🇸🌎 How #China’s new #AI model #DeepSeek is threatening U.S. dominance - CNBC cnbc.com/2025/01/24/how…
cnbc.com
How China’s new AI model DeepSeek is threatening U.S. dominance
A lab out of China has ignited panic in Silicon Valley after releasing impressive AI models more cheaply and with less-powerful chips than U.S. giants.
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