John Kerschner, CFA
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 Core Plus 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.
Products Managed
Articles Written
Key trends driving U.S. securitized fixed income in 2025
John Kerschner shares his U.S. securitized outlook, identifying the key trends he believes will drive investment returns in 2025.
Do AAA CLOs still make sense in a declining rate environment?
Why we believe the strategic case for AAA CLOs remains compelling amid Fed rate cuts.
The winds of change are blowing: Why MBS now?
Why we believe MBS is poised for outperformance in the current environment.
Top-performing fixed income sectors in H1 2024: Securitized outpaces the Agg
Ranking the best-performing fixed income sectors through the first half of 2024.
Commercial Mortgage-Backed Securities: A securitized products primer
What are commercial mortgage-backed securities, and how might they play a role in investors’ portfolios?
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.