Richard Clode, Co-Fund Manager, The Bankers Investment Trust; Portfolio Manager, Global Technology Leaders Team, Janus Henderson Investors at The Bankers Investment Trust — Verified Quotes & Interview Transcripts

Recent appearances

"Pessimists sound smart, but optimists make money" — Richard Clode on AI, risk and finding growth

September 21, 2026 · 📺 Investors' Chronicle

The Bankers Investment Trust is a global stock market fund with around £1.5bn in assets . It’s an exciting time for the trust as it says goodbye to longstanding manager Alex Crooke. Richard Clode, who joined as co-manager last year, is taking over. Funds editor Val Cipriani sits down with Clode to discuss what the switch-up means for the portfolio and what being a quality investor means to him. The duo also explores how Clode balances stockpicking with geopolitics, his attitude to risk management, and where he is finding new opportunities. You can listen to the interview, alongside all of…

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The Bankers Investment Trust: half-year results 2026

June 24, 2026 · 📺 Janus Henderson Investment Trusts (UK)

The Bankers Investment Trust PLC (BNKR) has released its results for the half-year ended 30 April 2026. Dive into the details and discover how we're performing by reading our half-year report: https://ter.li/m0yqsg37 Additionally, watch a video from our co-fund managers Alex Crooke and Richard Clode, as they discuss the results and provide further insights. #InvestmentTrusts #Investing #Results #Finance #Performance Past performance does not predict future returns. Marketing communication for UK investors only. Capital at risk.

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Exploring opportunities in AI Investing | The Power of &

April 14, 2026 · 📺 Janus Henderson Investors

In this new video, we hear from Sarah de Lagarde, Brighter Future Strategist, and Richard Clode, Portfolio Manager, Technology Equities who are a great example of the Power of & in action. Their unique partnership brings together personal lived experience and investment expertise to deliver meaningful outcomes for clients. For those outside the US, for professionals only. Capital at risk. Follow us on social: LinkedIn: https://bit.ly/3s8YEaJ Instagram: https://bit.ly/3rZzzPe Important information: https://www.janushenderson.com/social...

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Navigating investing in the tech sector | The & Factor

March 30, 2026 · 📺 Janus Henderson Investors

Sarah de Lagarde is joined by Richard Clode, Portfolio Manager on our Technology team to discuss his experiences investing in the tech sector and what lessons he's learnt in resilience. For those outside the US, for professionals only. Capital at risk. Follow us on social: LinkedIn: https://bit.ly/3s8YEaJ Instagram: https://bit.ly/3rZzzPe Important information: https://www.janushenderson.com/social...

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We are at the peak of relative China AI capability vs U.S., not the start of China overtaking U.S.

January 08, 2026 · 📺 CNBC International Live

Richard Clode from Janus Henderson says the AI infrastructure that U.S. tech companies are able to get access to will be so much more advanced than the infrastructure that Chinese tech companies have, so the U.S. is likely to pull ahead in the AI race going forward.

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Clode: Oracle delivered a drop the mic number

September 10, 2025 · 📺 CNBC Television

Richard Clode, portfolio manager at Janus Henderson Investors, says Oracle’s massive growth signals unprecedented AI demand, with $300B in contracts and sovereign drivers boosting CapEx and broadening market winners. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price update…

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Clode: We’re early in this generational tech, not near an investment peak

July 30, 2025 · 📺 CNBC Television

Richard Clode, Portfolio Manager at Janus Henderson, told Worldwide Exchange that Microsoft and Meta’s strong cloud and AI investments are backed by tax reforms and competition, signaling sustained growth in tech CapEx.

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Clode: Cybersecurity budgets won’t be the ones getting cut

June 27, 2025 · 📺 CNBC Television

Richard Clode, Portfolio Manager at Janus Henderson Investors, says AI uncertainty clouds Apple’s near-term view, urges caution on tech valuations, and sees cybersecurity as a stable long-term play.

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Tech portfolio manager on open-source vs proprietary AI model's investment outlook

February 02, 2025 · 📺 CNBC International Live

Richard Clode from Janus Henderson discusses the market and investment implications of the DeepSeek effect.

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CLUBE #59 | Com Richard Clode, Gestor de Tecnologia da Janus Henderson

April 20, 2023 · 📺 Exame Invest

No episódio #59 do Clube, Daniel Cunha e Will Landers recebem o gestor de fundos de tecnologia da Janus Henderson Investor, Richard Clode. Com mais de 20 anos de experiência no mercado financeiro, Clode é responsável pelas estratégias de investimentos dos fundos de tecnologia da gestora que administra mais de US$ 300 bilhões. O investidor começou contando quais foram os desafios de se tornar um especialista em tecnologia logo após o estouro da bolha dos anos 2000, e também falou sobre suas perspectivas para a economia e o cenário para os papéis de tecnologia no mercado financeiro. Na mesa cen…

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Big Tech: is there a limit on growth? | JHI Global Media Conference

March 15, 2022 · 📺 Janus Henderson Investors

Senior Product Specialist Tim Brown moderates a session with Portfolio Managers Alison Porter and Richard Clode discuss the growth of the tech industry and where could see it go. Follow us on social: LinkedIn: https://bit.ly/3s8YEaJ Twitter: https://bit.ly/3BuAj1Q Instagram: https://bit.ly/3rZzzPe Facebook: https://bit.ly/3I4nYE5

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Uber can weather the storm better than Lyft, fund manager says

August 10, 2020 · 📺 CNBC International Live

Richard Clode, global technology fund manager at Janus Henderson, discusses Uber's second-quarter results.

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Other executives at The Bankers Investment Trust

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Other executives at The Bankers Investment Trust

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