Please ensure Javascript is enabled for purposes of website accessibility Richard Clode, CFA - Janus Henderson Investors - Australia Institutional
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Richard Clode, CFA

Portfolio Manager
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

Quick View: NVIDIA looks set for its next growth chapter
Timely & Topical

Quick View: NVIDIA looks set for its next growth chapter

NVIDIA is reaffirming its dominant position in the AI infrastructure space.

Are tech sector investors too bullish on AI’s promise?
Timely & Topical

Are tech sector investors too bullish on AI’s promise?

The tech sector today has significantly evolved from the dotcom era.

Janus Henderson Live: Technology and human resilience in New York
Timely & Topical

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
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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
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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
Timely & Topical

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?
Timely & Topical

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?
Timely & Topical

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
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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
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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?
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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
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Quick View: NVIDIA still more boom than bust

Highlights from NVIDIA’s most recent earnings call and the considerations for investors.