Richard Clode, CFA
Richard Clode is a Portfolio Manager on the Global Technology Leaders Team at Janus Henderson Investors, a position he has held since joining Henderson in 2014. Prior to Henderson, Richard held positions with Gartmore, Moore Capital, and Pioneer Investments as a technology analyst in emerging markets. He began his career in 2003 in the technology sector at Herald Investment Management, where he was a portfolio manager.
Richard received a first-class honours degree in modern history from the University of Oxford. He holds the Chartered Financial Analyst designation and has 22 years of financial industry experience.
Articles Written
Janus Henderson Live: Technology and human resilience in New York
Janus Henderson’s ‘Partnerships for a Brighter Future’ event in New York discussed AI and bionic enhancements that can support human resilience.
AI: A real gamechanger for sports
How AI and accelerating technology adoption is disrupting sports.
CEO Sessions: Navigating AI’s promise – opportunities and realities in healthcare and technology
Ali Dibadj, CEO, spoke with Richard Clode and Agustin Mohedas about AI’s potential to unlock opportunities in trillion-dollar markets.
Game, Set & Match to AI: Technology adoption in tennis and beyond
How this year’s Wimbledon championships are embracing AI.
Quick View: Are NVIDIA investors missing the woods for the trees?
Innovation in reasoning models is driving a pivot in AI infrastructure demand.
What’s the impact of Trump’s latest restrictions on NVIDIA and other chip suppliers?
Trump’s latest semiconductor restrictions are advancing the shift towards AI chip deglobalisation.
Tech stocks and tariffs: 5 key considerations for investors
A discussion on how tariffs will impact the technology sector.
Quick View: What investors should know from NVIDIA’s GTC 2025
Main learnings from NVIDIA’s annual technology conference, a notable market event highlighting the rapid progression of the AI revolution, including the investment opportunities.
Why choose a tech fund over individual stock picking?
What are the benefits of an active fund approach to investing in tech stocks compared to picking individual stocks?
Quick View: NVIDIA still more boom than bust
Highlights from NVIDIA’s most recent earnings call and the considerations for investors.
DeepSeek marks a potential shift in the AI competitive landscape
Market concerns around DeepSeek’s most recent LLM developments and its implications for investors.
Keeping it real as the AI opportunity set broadens out
While the growing potential of generative AI is undeniably exciting, expectations and stock valuations need to be realistic to identify the true beneficiaries of this technological evolution.