Gold, silver & platinum: The case for a recovery

Gold, silver and platinum have suffered sharp corrections in recent months, leading many investors to conclude that the precious metals bull market has run its course. Viv Govender examines what caused the sell-off, why an oil shock may have played a bigger role than many realise, and whether the underlying investment case remains intact.

SpaceX IPO: Should investors participate at a $1.8 trillion valuation?

The long-awaited SpaceX IPO has arrived. Viv Govender examines the investment case, valuation risks, Starlink, AI infrastructure, and whether investors should consider participating in one of the most anticipated listings in recent history.

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.

Upcoming Webinars

AI Market Outlook Update.

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.

Global Market Outlook.

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

Anthony Clark’s Update.

Join Anthony 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.

Tech Tuesday

Tuesday, 21 July 2026

Markets remain rangebound across the Top40, USD/ZAR and gold, while Brent crude tests resistance following a sharp recovery from recent lows. Financials continue to outperform locally, with selective opportunities emerging across industrials and diversified miners.

J40 Cash Index
The Top40 continues to churn above key support, with the weekly balance point acting as the market’s short-term directional filter. A confirmed move above this level would strengthen the case for a recovery.

Gold
Gold is attempting to stabilise after recent weakness. A sustained move back above resistance is needed before a stronger recovery can be confirmed.

USD/ZAR
USD/ZAR remains confined to its established range, with recent dollar weakness keeping pressure on the pair. Traders continue to monitor the range extremes for the next directional signal.

Brent Crude Oil
Brent crude has rebounded strongly from oversold territory and is now testing resistance. Despite the recovery, geopolitical volatility continues to argue for a cautious approach.

The Weekly Wrap

Rising oil prices and inflation are creating fresh uncertainty just as artificial intelligence enters another phase of rapid development. This week’s Weekly Wrap examines the geopolitical risks facing markets, Google’s expanding AI investment and why investors remain cautious despite strong technology earnings.

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.