John Kerschner

John Kerschner, Head of U.S. Securitized Products at Janus Henderson, shares insights on private credit's entry into ETFs. He argues that retail investors may not be ready due to concerns over liquidity and real economic challenges. The conversation dives into the evolving economy, touching on recession risks and the consumer influence on growth. Kerschner also discusses the dynamics of collateralized loan obligations, emphasizing their performance during the pandemic and cautioning about the distinct risks associated with private credit investments.

Guest John Kerschner from Janus Henderson Investors discusses CLOs, company financials, market trends, historical theories, and the securitization process of CLOs including risks, performance during crises, and management strategies. The podcast also compares Janus Henderson's CLO ETFs, explores the leverage loan market dynamics, and highlights the advantages of investing in CLOs for diversified portfolios.