Eric Jacobson
Senior principal for fixed-income strategies on Morningstar’s Manager Research team, focusing on taxable, tax-exempt, and nontraditional managed strategies with decades of industry experience.
Best podcasts with Eric Jacobson
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Nov 25, 2025 • 52min
Eric Jacobson: The Entire Face of the Bond Market Has Changed
In this engaging discussion, Eric Jacobson, a Senior Principal at Morningstar with decades of bond market experience, dives into the evolving landscape of fixed income. He emphasizes how inefficient segments of the bond market create opportunities for active management. Eric also explains the challenges posed by liquidity and contrasts the complexities of bonds with stocks. Key strategies, like structural trades and the use of innovative tools like ETFs, are highlighted as essential for navigating today's bond environment.
Mar 27, 2026 • 16min
Why Bond Funds Benefit from Active Management
Maciej Kowara, principal in fixed-income strategies at Morningstar who studies active bond tools, and Eric Jacobson, senior principal and bond-market expert at Morningstar, discuss why active bond funds can outperform passive peers. They cover market inefficiencies, who trades bonds, where mispricings arise across bond types, examples when indexing hurt investors, and the tools and exposures active managers use.
