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

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.

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.

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, 22 September 2026

Wall Street’s rally has pushed the Nasdaq and S&P 500 deep into overbought territory, while the Dow continues to lag. Elsewhere, USD/ZAR is retesting support, the Top40 remains rangebound and gold and Brent crude are approaching important technical levels.

J40 Cash Index
The Top40 has entered a narrow short-term range, with long candle wicks and small bodies highlighting near-term indecision. Attention remains on the levels that could see directional momentum re-established.

USD/ZAR
USD/ZAR has pulled back to retest the R16.19/$ support level, moving out of overbought territory while its broader reversal pattern remains intact.

US Indices
The Nasdaq and S&P 500 have continued to push higher but are now deep into overbought territory. The Dow continues to lag its peers, potentially presenting a catch-up opportunity.

Gold
Gold has returned to last week’s starting point after breaking both support and resistance, leaving a tentative upside bias. Brent crude is correcting from resistance and approaching an important confluence of support.

The Weekly Wrap

From energy security to US-China relations and the global AI race, difficult trade-offs are increasingly shaping the investment landscape. This week’s Weekly Wrap explores why some of the world’s biggest risks are becoming harder to unwind.

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.