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| # | Fund | Strategy | Style | Geography | AUM | Latest Letter |
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As of Oct 5, 2026
Oujo Wealth Strategies advocates a disciplined, balanced asset allocation strategy, emphasizing that historically elevated risk-free yields make fixed income an attractive alternative relative to richly valued equity markets. In the third quarter of 2026, equity indices approached all-time highs, led primarily by large-cap growth stocks, while the broader economy expanded at a steady 2.2% pace alongside a 4.1% unemployment rate. However, with the S&P 500 trading at roughly 7,700 against 2027 estimated earnings of $415 per share, the resulting earnings yield of 5.38% barely exceeds the 10-year U.S. Treasury yield of 5.23%, eroding the equity risk premium. Simultaneously, core PCE inflation remains elevated at 3.0%, reinforcing the likelihood that Federal Reserve policy rates will remain restrictive. In response to these dynamics, the firm cautions against aggressive growth equity exposure due to vulnerability to earnings disappointments, while highlighting selective opportunities in small-cap, mid-cap, and international equities alongside attractive yields across government, investment-grade, high-yield, and municipal bonds.
Elevated risk-free interest rates diminish the equity risk premium, making fixed income highly attractive while warranting valuation discipline across equities.
The firm anticipates that fixed income will continue to offer compelling risk-adjusted value compared to equities as long as the 10-year Treasury remains near 5.23%. While resilient economic and labor data keep recessionary pressures low, persistent 3% inflation implies interest rates will stay higher for longer, leaving richly valued growth stocks vulnerable to any earnings shortfall.
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