For individual investors in the UK

Richard Clode, CFA

Global Technology Leaders | Portfolio Manager
Richard Clode, CFA | Janus Henderson Investors

Richard Clode is a Portfolio Manager at Janus Henderson Investors, a position he has held since joining Henderson in 2014. He is responsible for co-managing the Global Technology Leaders strategy. 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 17 years of financial industry experience.

Articles Written

‘A third way’ to sustain the gig economy

‘A third way’ to sustain the gig economy

Alison Porter, Graeme Clark and Richard Clode from the Global Technology Leaders Team discuss the gig economy’s broad-ranging impact and why ESG engagement is imperative when investing in disruptive technologies.

Global Perspectives Podcast – Technology: Valuations, Tech Wars, Regulation and Sustainability
Global Perspectives

Global Perspectives Podcast – Technology: Valuations, Tech Wars, Regulation and Sustainability

In this episode, Adam Hetts talks to Alison Porter and Richard Clode from the Global Technology Leaders Team. The focus is on the main topics impacting the tech sector today, including the acceleration in tech trends, rising valuations, the US-China tech war, regulation, the US presidential election, as well as their approach to ESG factors and how they manage concentration risk in portfolios.

Technology for good: supporting the fight against COVID-19

Technology for good: supporting the fight against COVID-19

Alison Porter, Graeme Clark and Richard Clode from the Global Technology Team discuss how ‘big tech’ companies are helping communities and governments through the pandemic and the implications this may have on the regulation of the technology sector.

Technology stocks’ financial strength is key to weathering the coronavirus storm

Technology stocks’ financial strength is key to weathering the coronavirus storm

Alison Porter, Graeme Clark and Richard Clode from Janus Henderson’s Global Technology Team explain why the tech sector looks well positioned to brave the coronavirus-induced uncertainty and highlight how as active managers they are maintaining a laser-like focus on companies’ financial strength.

Global tech: actively managing the coronavirus impact

Global tech: actively managing the coronavirus impact

Alison Porter, Graeme Clark and Richard Clode from the UK-based Global Technology Team assess the impact of the coronavirus on tech companies and shares their near-term views for the sector, as well as portfolio implications.

Will tech earnings strengthen in 2020?

Will tech earnings strengthen in 2020?

Alison Porter, Graeme Clark and Richard Clode from the UK-based Global Technology Team, review the sector’s performance year to date, and provide their views on what is in store for tech investors in the year ahead, including key risks and opportunities.

Powerplay: geopolitical manoeuvres and their corporate impact

Powerplay: geopolitical manoeuvres and their corporate impact

​Geopolitical risk continues to be top of mind for investors, particularly the shifting global balance of power from west to east as showcased by the escalating trade friction between China and the US. Charlie Awdry, China equities portfolio manager and Richard Clode, Global Technology portfolio manager, provide candid views on this evolving issue and its significance on how they invest.

China’s disruptive internet companies
Global Perspectives

China’s disruptive internet companies

Richard Clode, Portfolio Manager on the Janus Henderson Global Technology Team, discusses his recent trip to Hong Kong, where he met with a number of Chinese internet companies.

Quick view: healthcare – Amazon’s next target?
Quick Views

Quick view: healthcare – Amazon’s next target?

Alison Porter, Graeme Clark, and Richard Clode, Portfolio Managers within the Janus Henderson Global Technology Team, provide their views on the news that Amazon, JP Morgan and Berkshire Hathaway are forming an alliance with the aim of lowering healthcare costs for the companies’ employees.

Digital Natives Come of Age

Digital Natives Come of Age

In this video, Richard Clode, Global Technology Portfolio Manager, talking at the Janus Henderson 2019 UK Investment Conference, describes how a convergence of technical trends and a digital generation ready to embrace change is likely to shape the future of companies.

Keep Up! Technological disruption is accelerating

Keep Up! Technological disruption is accelerating

Converging trends are creating the perfect storm for further disruption in the technology sector. Richard Clode, Global Technology Portfolio Manager, comments on the opportunities that may lie ahead and how to avoid the potential pitfalls that the associated hype may bring.

China: the next wave of tech disruptors

China: the next wave of tech disruptors

Chinese companies continue to disrupt the technology market. In this video, Richard Clode, Portfolio Manager in the Janus Henderson Global Technology team, discusses his recent trip to China where he met the next wave of disruptors in the sector.