• #8 John Kerschner, Head of U.S. Securitized Products, Janus Henderson

  • Jul 18 2024
  • Length: 45 mins
  • Podcast

#8 John Kerschner, Head of U.S. Securitized Products, Janus Henderson

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  • Summary

  • Shiloh Bates welcomes John Kerschner, Head of U.S. Securitized Products and a Portfolio Manager for JAAA at Janus Henderson, to the podcast. John explains the relative attractiveness of CLO AAAs versus other asset classes; how his team chooses CLO AAAs; and if he thinks the market should expect continued CLO tightening.

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