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 21 years of financial industry experience.
Articles Written
Quick view: Insights from NVIDIA’s 2Q 2025 earnings
NVIDIA’s latest earning results reflect continued solid growth for generative AI offerings.
Quick view: Tech stocks sell-off driven by exuberance for AI, not fundamentals
Recent volatility in tech stocks was mainly driven by other factors and not stock fundamentals. Opportunities emerge for active managers when there are price dislocations.
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.
Quick View: nVIDIA – focus on the fundamentals, not the hype
NVIDIA’s latest earnings announcement and the factors supporting more sustainable returns for the company.
Market GPS investment outlook 2024: Chain reactions webcast
Global markets look set to remain conflicted in 2024 with the consequences of historic rate hikes finally manifesting. What will the chain reactions be?
Market GPS investment outlook 2024: Chain reactions webcast replay (EMEA)
Global markets look set to remain conflicted in 2024 with the consequences of historic rate hikes finally manifesting. What will the chain reactions be as rates, inflation, employment, growth, and geopolitics converge?
Why didn’t WeWork?
Discussion on WeWork’s recent bankruptcy from a technology and real estate perspective.
Evolution of AI and its potential: Q&A with Google
A recent AI-focused panel discussion with senior leaders from Google Asia.
JH Explorer in Singapore: AI-focused client event at Google
A recent client event at Google’s Asia HQ in Singapore with a panel discussion focusing on generative AI.
JH Explorer in China: Change brings opportunities
Thoughts on a changing China and government initiatives towards decarbonisation.
Semiconductors: Tailwinds from tectonic shifts in the AI compute sands
The increasing use of AI has positive implications for the semiconductor sector.