Richard Clode, CFA
Portfolio Manager
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 23 years of financial industry experience.
Articles Written
Quick View: Is NVIDIA approaching an ‘Apple moment’?
Can NVIDIA convince the markets that it deserves more recognition for its potential for longer-term sustainable growth and continued innovation?
CEO Sessions: Healthcare innovation and a game changer in AI monetisation
Aging populations are driving demand for healthcare innovation, while as AI productivity improves, monetisation paths are becoming clearer.
Chart to Watch: Insatiable demand for compute power rationalises massive capex
Rising AI use cases, token volumes and compute efficiency gains married with falling compute costs are driving tech giants to invest at unprecedented scale.
AI state of play: Shifting gears to autonomous and physical applications
AI is entering a new phase defined by reasoning led models, agentic systems and accelerating infrastructure investment.
Quick View: NVIDIA signals agentic AI inflection point – resetting the capex narrative
Key highlights from NVIDIA’s latest quarterly earnings call includes the company citing 2026 as an agentic AI inflection point, driving increasing compute demand and revenue generation.
Global Technology Leaders Webcast
Watch our Global Technology Leaders webcast, with Richard Clode, Portfolio Manager on the Global Technology Leaders team, and Richard Brown, Client Portfolio Manager.
Guardians of the AI galaxy: How chipmaker caution is keeping AI expectations grounded
Is the semiconductor industry becoming the necessary ‘voice of reason’ amid AI exuberance?
Riding the AI wave: How can tech investors harness change and volatility?
Selectivity and valuation discipline are key to investing in tech stocks as as AI continues to drive economic transformation in 2026 and beyond.
Quick View: How did NVIDIA’s earnings call address AI bubble concerns?
NVIDIA assuages investor concerns around the AI bubble.
Are tech sector investors too bullish on AI’s promise?
The tech sector today has significantly evolved from the dotcom era.
Where should investors look today to capitalise on the rise of humanoid robots?
How might investors position themselves to capitalise on the growth of the humanoid robots revolution?
Janus Henderson Live: Technology and human resilience in New York
Janus Henderson’s ‘Partnerships for a Brighter Future’ event in New York discussed AI and bionic enhancements that can support human resilience.