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
Powering down an AI future
How is the power of innovation in the tech sector rising up to meet the AI power challenge?
Global Technology Leaders – strategy update
Please watch Richard Clode, Portfolio Manager, which took place on Thursday 12 December as he delivered a quarterly update on the Global Technology Leaders strategy, as well as sharing the latest market perspectives and outlook.
Global Perspectives: AI – Invest with patience
Discussion on the implications for tech investing in terms of demographic differences, geopolitical factors, and why patience is needed to invest in AI opportunities.
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.
Access transformational change with thematic investing
Discover the three factors that should shape thematic investing and allow investors to tap into transformational change.