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
Quick View: NVIDIA still more boom than bust
Highlights from NVIDIA’s most recent earnings call and the considerations for investors.
DeepSeek marks a potential shift in the AI competitive landscape
Market concerns around DeepSeek’s most recent LLM developments and its implications for investors.
JH Explorer in Belgium: Semiconductor industry innovation
The semiconductor industry is addressing power consumption, a key challenge in sustainable generative AI development.
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.
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.