For financial professionals in Uruguay

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.

Products Managed

Articles Written

Up in quality: AAA CLOs and a hawkish Fed

Up in quality: AAA CLOs and a hawkish Fed

AAA CLOs may be well place to benefit from a hawkish Fed due to their ultra-low duration and floating rate coupons, competitive yields and high credit quality.

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 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.

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.

Tapering without the tantrum

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.