Calls
2
Patrick Thomson
CEO, JPMorgan Asset Management EMEA
Win Rate
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return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 09
$82.18
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Yields have backed up enough that fixed income is back as an asset class; investors should take advantage of it, stay invested, and stay diversified. Government borrowing is high and inflationary, but active fixed-income management can be selective and deliver better outcomes.
Bonds & Rates
Long
Sep 09
$54.81
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Private markets and alternatives are a big growth area because private companies are staying private longer, and infrastructure is very attractive for long-term savers: there is a huge need for better-capitalized infrastructure and it provides decent returns while diversifying against fixed income and equities.
Thematic ETFs
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Patrick Thomson has 2 trade ideas tracked on Buzzberg across 3 tickers since September 2026.
