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 20 years of financial industry experience.
Articles Written
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.
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.
Back to the future – back to tech?
Growth is more scarce in an economic slowdown. Now is not the time to shy away from the sector that has the longest growth trajectory.
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?