For institutional investors in Norway

John Kerschner, CFA

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

John Kerschner is Head of US Securitised Products at Janus Henderson Investors and a Portfolio Manager on the Multi-Sector Credit strategy and the Mortgage-Backed Securities and AAA CLO ETFs. John primarily focuses on mortgage-backed securities and other structured products. 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 32 years of financial industry experience.

Articles Written

Higher for longer: the case for securitised assets in a higher rate environment
Timely & Topical

Higher for longer: the case for securitised assets in a higher rate environment

How securitised sectors might play a key role for bond investors amid a challenging interest rate environment.

The diversification benefits of adding floating rate CLOs to fixed income portfolios
Analysis & Studies

The diversification benefits of adding floating rate CLOs to fixed income portfolios

How the addition of floating rate CLOs to traditional fixed rate bond portfolios may improve risk-adjusted returns.

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.

Five questions fixed income investors are asking in 2022
Features & Outlooks

Five questions fixed income investors are asking in 2022

Our fixed income teams consider monetary policy-related conundrums and where, outside of policy, they see opportunities and risks for investors.

Global Structured Debt Insight – March 2022

Global Structured Debt Insight – March 2022

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

Favouring stability in US fixed income in 2022
Analysis & Studies

Favouring stability in US fixed income in 2022

Why rotating into bond investments that may offer lower returns but less chance of generating negative returns could prove to be prudent.

Global Structured Debt Insight – October 2021

Global Structured Debt Insight – October 2021

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

Tapering without the tantrum
Features & Outlooks

Tapering without the tantrum

We believe the Fed learned its lesson from the 2013-2014 “taper tantrum,” and efforts to better communicate its intentions will result in lower volatility this time around.

Global Structured Debt Insight – June 2021

Global Structured Debt Insight – June 2021

The debut issue of the Global Structured Debt Insight explores the relative value in structured debt products, a new ESG trend in secured loans and how to calculate carbon emissions in mortgage-backed portfolios.