Richard Clode, CFA
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 and Sustainable Future Technologies strategies. 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 20 years of financial industry experience.
Semiconductors: Tailwinds from tectonic shifts in the AI compute sands
The increasing use of AI has positive implications for the semiconductor sector.
Technology is bringing the future of autonomous driving closer
Despite signs of progress, a pragmatic approach towards investing in the autonomous driving space is warranted.
Quick view: How will SVB’s demise impact technology stocks?
Implications of the collapse of Silicon Valley Bank for the technology sector.
How can technology enable carbon markets?
Key takeaways from COP27 and a discussion about how technology can facilitate credible and meaningful carbon markets.
A focus on rational expectations key for technology stocks
A discussion on valuations, growth expectations for 2023 and how technology can address some of the world’s major challenges.
GPUs are driving the future of computing
How are graphics chips involved in the digital transformation and what does this mean from a sustainability standpoint?
Healthcare tech: interesting opportunities but beware the hype
Healthcare technology companies are providing solutions to the rising demand for healthcare, but what are the implications for investors?