For Individual Investors in the US

John Kerschner, CFA

Head of US Securitised Products | Portfolio Manager

John Kerschner is Head of US Securitised Products at Janus Henderson Investors and a Portfolio Manager on the Multi-Sector Credit strategy and the three Securitised Products ETFs – Mortgage-Backed Securities, AAA CLOs and BBB CLOs. John primarily focuses on leading the U.S. Securitised team and finding innovative ways to utilize 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 33 years of financial industry experience.

Articles Written

US fixed income players: Reviewing 2022 and looking ahead to 2023
Timely & Topical

US fixed income players: Reviewing 2022 and looking ahead to 2023

In this 2023 outlook, John Kerschner assesses various fixed income sectors on their 2022 performance and discusses what we can expect from them in 2023.

The Fed and CLOs: Well aligned?
Timely & Topical

The Fed and CLOs: Well aligned?

Why collateralized loan obligations (CLOs) might be well aligned with a hawkish Fed.

Credit ratings on securitized assets: Can they be trusted?
Timely & Topical

Credit ratings on securitized assets: Can they be trusted?

A look at credit ratings on securitized assets and whether investors can rely on them when constructing fixed income portfolios.

Higher for longer: The case for securitized assets in a higher rate environment
Timely & Topical

Higher for longer: The case for securitized assets in a higher rate environment

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

Float your way to diversification
Timely & Topical

Float your way to diversification

The benefits of adding floating-rate CLOs to fixed income portfolios.

MBS: A Window of Opportunity in Fixed Income

MBS: A Window of Opportunity in Fixed Income

With many key risks now priced in, we believe MBS represents an area of opportunity in fixed income.

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.

The Case for Collateralized Loan Obligations (CLOs)

The Case for Collateralized Loan Obligations (CLOs)

In an environment where interest rates are rising, allocations to floating rate CLOs may help investors diversify a traditional fixed income portfolio.

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.