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.
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?
The case for technology equities
While many technology companies have found themselves on the wrong side of the disruption cycle, an allocation to tech equities can be rewarding over the long term.
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?
Cybersecurity: building a safer online world
Data security is a large and impactful social issue. The Global Technology Leaders Team examines the rising threat landscape and the cybersecurity industry’s solutions to this global challenge.
Smartphones on wheels
There are parallels to be drawn between the growth and evolution of electric vehicles and smartphones, with attractive opportunities for savvy investors, according to Alison Porter, Graeme Clark and Richard Clode.
‘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.
Tech stocks: solid demand underpins positive outlook
Recently back from the US West Coast on separate research trips, Global Technology portfolio managers Alison Porter and Graeme Clark met with portfolio companies and prospective investable businesses. Here, they discuss the key takeaways from these trips.