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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

Quick View: Jobs data offering conflicting views of the U.S. jobs market
Timely & Topical

Quick View: Jobs data offering conflicting views of the U.S. jobs market

We look under the hood of a seemingly strong nonfarm payrolls (NFP) number and offer insights to help investors position for the Fed’s likely policy response.

Global Perspectives: Navigating U.S. securitized markets in an uncertain rate environment
Features & Outlooks

Global Perspectives: Navigating U.S. securitized markets in an uncertain rate environment

How the current interest rate environment impacts the securitized market and why active management is key to identifying the best opportunities.

Quick View: Higher for longer… or higher for now
Timely & Topical

Quick View: Higher for longer… or higher for now

How March’s Core PCE reading impacts rate expectations and the overall inflation picture in the U.S.

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.