A top notch lunch can still gather financial trade reporters and other members of the media. On Wednesday Natixis
hosted several dozen reporters at the elegant Per Se restaurant in Manhattan's Columbus Circle, while four managers from Natixis' family of boutiques shared their thoughts on the alternatives, fixed income and domestic and international equities markets. Natixis' distribution and management teams did not put in an appearance, though.
of Vaughan Nelson
, Kathleen Gaffney
of Loomis Sayles
, Ronald Holt
and Andrew Lo
all shared their insights. Subjects included the steep yield curve, financial innovation, the likelihood of inflation vs deflation, currency markets and liquidity.
"Liquidity is like pornography," opined Lo, founder and chief investment strategist at AlphaSimplex and portfolio manager for the ASG Global Alternatives Fund
and the ASG Diversifying Strategies Fund
. " It's hard to define, but you know it when you see it and especially when you don't see it."
On inflation, Alff added that, "we've just been through the worst deflationary set of events that the world has ever seen."
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