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 21 years of financial industry experience.
Articles Written
Enabling AI: Tailwinds for semiconductors and data centres
nVIDIA’s Blackwell chip launch and how technology and property companies are partnering to enable and benefit from genAI demand.
Quick View: nVIDIA – focus on the fundamentals, not the hype
NVIDIA’s latest earnings announcement and the factors supporting more sustainable returns for the company.
Market GPS investment outlook 2024: Chain reactions webcast
Global markets look set to remain conflicted in 2024 with the consequences of historic rate hikes finally manifesting. What will the chain reactions be?
Market GPS investment outlook 2024: Chain reactions webcast replay (EMEA)
Global markets look set to remain conflicted in 2024 with the consequences of historic rate hikes finally manifesting. What will the chain reactions be as rates, inflation, employment, growth, and geopolitics converge?
Why didn’t WeWork?
Discussion on WeWork’s recent bankruptcy from a technology and real estate perspective.
Evolution of AI and its potential: Q&A with Google
A recent AI-focused panel discussion with senior leaders from Google Asia.
JH Explorer in Singapore: AI-focused client event at Google
A recent client event at Google’s Asia HQ in Singapore with a panel discussion focusing on generative AI.
Global Perspectives: Thematic investing
The importance of thematic investing and portfolio construction considerations.
Access transformational change with thematic investing
Discover the three factors that should shape thematic investing and allow investors to tap into transformational change.
Return of the cost of capital: Back to fundamentals
A higher cost of capital has placed greater emphasis on efficient capital allocation decisions and has created a rich environment for stock picking within the technology sector.
JH Explorer in China: Change brings opportunities
Thoughts on a changing China and government initiatives towards decarbonisation.
JH Explorer in China: In the driving seat of tech progress
China is making advances in technology adoption and enabling sustainability.