宏观策略周论【下周一 9:30】：降息后的配置策略

Core Insights - The article discusses investment strategies following interest rate cuts, emphasizing the need for a revised asset allocation approach in the current macroeconomic environment [1] Group 1: Macroeconomic Context - The macroeconomic landscape is shifting due to recent interest rate cuts, prompting a reassessment of investment strategies [1] - The implications of these rate changes on various asset classes are explored, indicating potential opportunities and risks [1] Group 2: Investment Strategies - The article suggests specific asset classes that may benefit from the new interest rate environment, highlighting sectors that could outperform [1] - Recommendations for portfolio adjustments are provided, focusing on diversification and risk management in light of the changing economic conditions [1]