For Institutional Investors in the US

John Kerschner, CFA

Head of U.S. Securitized Products | Portfolio Manager
John Kerschner, CFA | Janus Henderson Investors

John Kerschner is Head of U.S. Securitized Products at Janus Henderson Investors and a Portfolio Manager of the Multi-Sector Income strategy and Mortgage-Backed Securities ETF. He also has co-managed the fixed income portion of the Perkins Value Plus Income strategy since 2018. In his role as Head of U.S. Securitized Products, Mr. Kerschner primarily focuses on mortgage-backed securities and other structured products. Prior to joining Janus in 2010, Mr. Kerschner 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. Mr. Kerschner 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.

Mr. Kerschner 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. Mr. Kerschner holds the Chartered Financial Analyst designation and has 30 years of financial industry experience.

Articles Written

Fast Food Stays Healthy
Quick Views Coronavirus Credit

Fast Food Stays Healthy

Why the U.S. fast-food market is thriving despite the recession.

Building Bond Portfolios on a Strong Housing Market
Quick Views Coronavirus ETF

Building Bond Portfolios on a Strong Housing Market

The U.S. housing market is thriving despite the recession. Why is this happening, and what does it mean for bond investors?

Finding floating-rate opportunities in a low-yield world

Finding floating-rate opportunities in a low-yield world

The Securitized Products team discusses potential advantages of floating-rate products in a low-yield environment given their ability to act as a hedge against rising rates.

The long-term opportunity in structured securities

The long-term opportunity in structured securities

The Securitized Debt team discusses its positive long-term outlook for U.S. structured securities in higher-quality, seasoned and shorter-dated exposures.

After the Ides of March: The Outlook for Mortgages

After the Ides of March: The Outlook for Mortgages

The outlook for U.S. mortgage-backed securities after March’s liquidity collapse and subsequent stabilization on the back of strong Fed support.

Election Insights: Super Tuesday Split

Election Insights: Super Tuesday Split

With no clear Democratic front-runner after the Super Tuesday primaries, coronavirus concerns – more than election uncertainty – is likely to dominate markets.

Low Yield Is Not No Yield: Opportunities in Structured Credit

Low Yield Is Not No Yield: Opportunities in Structured Credit

Our structured credit team highlights attractive aspects of the securitized market, including relatively short durations, high-quality credit ratings and attractive yields

As Bond Volatility Rises, Mortgage-Backed Securities May Provide Defensive Diversification
Quick Views Credit Volatility

As Bond Volatility Rises, Mortgage-Backed Securities May Provide Defensive Diversification

Portfolio Managers John Kerschner and Nick Childs discuss how MBS can provide diversification in volatile corporate and government bond markets.

From Fast Food to Fitness: The Rise of Whole Business Securitizations (WBS)
Quick Views Credit

From Fast Food to Fitness: The Rise of Whole Business Securitizations (WBS)

Portfolio Manager John Kerschner comments on the emerging WBS market and its potential opportunities for bond investors.

Strengthen Your Core

Strengthen Your Core

Our Fixed Income experts discuss the challenges currently facing traditional core and core plus strategies and why more flexible, multi-sector strategies warrant consideration.