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John Kerschner, CFA

Head of US Securitised Products | Portfolio Manager
John Kerschner, CFA | Janus Henderson Investors

John Kerschner is Head of US Securitised Products and a portfolio manager at Janus Henderson Investors. He is a member of the Securitised Credit and US Fixed Income Teams and leads the teams in finding innovative ways to utilise structured products in JHI portfolios. Prior to joining Janus in 2010, John was director of portfolio management at BBW Capital Advisors. Before that, he worked for Woodbourne Investment Management, where he was global head of credit investing. John began his career at Smith Breeden Associates as an assistant portfolio manager and was promoted several times over 12 years, becoming a principal, senior portfolio manager and director of the ABS-CDO group.

John received his bachelor of arts degree in biology from Yale University, graduating cum laude. He earned his MBA from Duke University, Fuqua School of Business, where he was designated a Fuqua Scholar. John holds the Chartered Financial Analyst designation and has 34 years of financial industry experience.

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Articles Written

Busting the bias against US securitized
Timely & Topical

Busting the bias against US securitized

John Kerschner shares his U.S. securitized outlook, pointing out the biases that he believes keep some investors out of the asset class.

5 reasons to add securitized assets to fixed income portfolios
Timely & Topical

5 reasons to add securitized assets to fixed income portfolios

Securitized sectors might play a key role for bond investors amid a higher interest rate environment.

Global Perspectives: Demystifying securitized fixed income
Features & Outlooks

Global Perspectives: Demystifying securitized fixed income

Dissecting the securitized subset of the fixed income market and where we see the strongest opportunities ahead.

Balancing yield and duration: The fixed income barbell trade
Timely & Topical

Balancing yield and duration: The fixed income barbell trade

How bond investors can take advantage of higher short-term yields while still managing duration exposure.

Flip flop: What MBS investors can learn from Zillow’s failed house-flipping business
Timely & Topical

Flip flop: What MBS investors can learn from Zillow’s failed house-flipping business

How Zillow’s failed house-flipping business demonstrates the value of active management in MBS investing.

How a hawkish Fed may impact AAA CLO returns
Timely & Topical

How a hawkish Fed may impact AAA CLO returns

Considering what could be in store for AAA CLO returns given a still-hawkish Fed.

The three habits of successful bond investors
Timely & Topical

The three habits of successful bond investors

Three habits bond investors can adopt as they seek better risk-adjusted returns.

Can multisector make sense for a core bond allocation?
Timely & Topical

Can multisector make sense for a core bond allocation?

Considering a multisector approach for a core bond allocation.

Investing in CMBS today: A tale of two cities
Timely & Topical

Investing in CMBS today: A tale of two cities

The impact of recent bank failures and tighter lending conditions on commercial real estate and CMBS.

Are bonds cheap or expensive? A 5-point valuation checklist
Timely & Topical

Are bonds cheap or expensive? A 5-point valuation checklist

Five key bond valuation metrics for financial professionals and portfolio managers.

Mortgage-backed securities: Priced for imperfection?
Timely & Topical

Mortgage-backed securities: Priced for imperfection?

Head of U.S. Securitized Products John Kerschner and Portfolio Manager Nick Childs explain why they believe key risks are now largely priced in to fixed income markets.

Global Structured Debt Insight – June 2022

Global Structured Debt Insight – June 2022

The June edition of the Global Structured Debt Insight is available now. This regular publication aims to explore topical themes in structured debt markets and share the team’s thinking on key issues of interest.