General Market Gauge and Performance

Attached is the IDM market gauge. In it, you’ll find broad market analytics, volatility measures, inflation characteristics, yield curves, treasury spreads, an in house scoring methodology for these moves and a host of other metrics we use to guide our decision making.

Each quarter our team takes inventory of how the investment products we employ are doing relative to their peers, the relative sector they belong to and the overall market. Part of our process is analyzing general market trends, specific indices, benchmarks and how the change over the quarter looks relative to past performance.

The document attached helps us put 2021 in context and helps guide our decision making for 2022.

If you have questions about any of these slides, what they mean or how we evaluate them please let me know.

Max Morgan, AIF, Partner