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 22 years of financial industry experience.
Articles Written
NVIDIA GTC 2025: What investors should know
Main learnings from NVIDIA’s annual technology conference, a notable market event highlighting the rapid progression of the AI revolution, including the investment opportunities.
Quick View: NVIDIA still more boom than bust
Highlights from NVIDIA’s most recent earnings call and the considerations for investors.
Quick view: Insights from NVIDIA’s 2Q 2025 earnings
NVIDIA’s latest earning results reflect continued solid growth for generative AI offerings.
Enabling AI: Geopolitical implications from an investment perspective
Geopolitical factors have a significant impact on companies, including those that are enabling AI.
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.