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.

Dennis Alff of Vaughan Nelson, Kathleen Gaffney of Loomis Sayles, Ronald Holt of Hansberger and Andrew Lo of AlphaSimplex 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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