When volatility rises and uncertainty grows, we help you cut through the noise.

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Why Nvidia’s earnings matter more than ever

Nvidia’s latest results may have confirmed something far bigger than just another earnings beat. AI is no longer merely a software-driven theme. The next phase is increasingly centred on the infrastructure required to support large-scale deployment.

Europe’s defence supercycle has begun

Rising geopolitical tensions are forcing Europe into a major rearmament cycle, with defence spending accelerating across the region. We explore what’s driving the shift — and where investors may find opportunity as Europe rebuilds its military capabilities.

Rand strength and cooling inflation set the stage for rate cuts

South Africa’s inflation outlook is improving, supported by a stronger rand and easing price pressures. With the SARB potentially moving toward rate cuts in 2026, we look at what this means for markets and investors.

Manage market risk without compromising returns

SA budget speech 2026: What the new tax limits mean for you

Upcoming Webinars

Platform Training: Velocity Trade.

Join Anthony Clark for an update on his small and mid-cap stock picks for 2026. He’ll revisit his key ideas, review their performance so far, and share where he believes the most compelling value is now emerging.

Anthony Clark’s 2026 Picks: Quarterly Update.

Join Anthony Clark for an update on his small and mid-cap stock picks for 2026. He’ll revisit his key ideas, review their performance so far, and share where he believes the most compelling value is now emerging.

Quarterly Review: Global Market Outlook.

Join Portfolio Manager Gary Booysen for a comprehensive update on global markets. This session unpacks key risks, central bank moves, and the trends shaping investment opportunities in the months ahead.

AI Outlook: Trends, Risks & Investment Strategy.

Portfolio Manager Viv Govender provides a timely update on the fast-evolving AI investment landscape. He unpacks the latest market trends, key risks, and where the most compelling opportunities may be emerging for investors today.

Tech Tuesday

Volatility rises as markets search for direction.

Tuesday, 26 May 2026

Markets remain directionless at the index level, with consolidation the dominant theme across the J40, rand and key commodities. Beneath the surface, however, a number of JSE-listed counters are beginning to show cleaner technical setups, with bullish reversals emerging across Resources, Financials and Industrials.

J40 Cash Index
The J40 has broken both above and below last week’s trading range as volatility accelerates. While the latest move favours upside towards 109,232, conviction in sustained direction remains low as markets continue alternating between gains and losses.

Gold
Gold remains trapped in a short-term consolidation within a broader consolidation range, reinforcing the lack of directional intent. Traders may either continue trading the range or wait for a confirmed breakout before committing to direction.

USD/ZAR
USD/ZAR briefly broke below support at 16.29 before reversing higher intraday. A positive close would favour a move back towards resistance at 16.75, while renewed weakness would confirm a downside break targeting 16.14.

Brent Crude Oil
Brent crude has pulled back sharply from resistance at 112.54 and now trades in oversold territory within a broader uptrend. A bullish reversal from current levels would favour a move back towards 105.28 resistance.

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The Weekly Wrap

AI’s next big winners.

A major shift may be underway in the AI trade. While Nvidia continues to dominate headlines, investors are increasingly turning their attention to memory-chip companies such as Samsung, SK Hynix and Micron…

Meet our investment experts.

Rand Swiss combines the expertise of an experienced in-house investment team with insights from respected independent analysts. By bringing together portfolio managers, securities specialists, and external market commentators, we are able to provide clients with a broader and more balanced view of global markets.

This combination of internal expertise and independent perspectives helps ensure our investment thinking remains disciplined, objective, and focused on long-term outcomes for clients.

Gary Booysen
Portfolio Manager

Shaun Murison
Senior Analyst

Anthony Clark
Award-Winning Small & Mid-Cap Analyst

Viv Govender
Portfolio Manager

Kyle Furlong
Wealth Advisor

Garth Mackenzie
Technical Analyst

Christo Krog
Securities Broker

Jethro Weidlich
Wealth Advisor

Peet Serfontein
Independant Analyst

Brett Eve
Securities Broker

Liam Houston
Analyst

Global insights–explore our archive.

A curated archive of our latest insights, analysis, and market commentary—bringing you timely perspectives from both our in-house team and a network of respected independent experts.

From technical analysis and macro trends to thematic investment ideas, each piece is designed to help you cut through the noise, stay informed, and make more confident decisions in an ever-changing global market environment.