资产配置宏观经济分析目录1.总论..........................................................................................................................................22.资产配置宏观经济分析..........................................................................................................22.1资产配置..........................................................................................................................22.1.1需求维度..........................................................................................................32.1.2因素种类..........................................................................................................42.1.3策略制定..........................................................................................................52.2动态资产配置..................................................................................................................62.3对比分析..........................................................................................................................62.3.1对比..................................................................................................................62.3.2资产配置各生命周期特征概括.......................................................................72.3.3基金在资产配置中的运用...............................................................................73.宏观经济..................................................................................................................................8宏观经济政策目标..................................................................................................................8宏观经济总量的平衡:..........................................................................................................8调节方式..................................................................................................................................8必要性..................................................................