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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 $1.8 trillion valuation?
The long-awaited SpaceX IPO has arrived. Viv Govender examines the investment case, valuation risks, Starlink, AI infrastructure, and whether investors should consider participating in one of the most anticipated listings in recent history.
Why Nvidia’s earnings matter more than ever
Nvidia’s latest results may have confirmed something far bigger than just another earnings beat. AI is no longer merely a software-driven theme. The next phase is increasingly centred on the infrastructure required to support large-scale deployment.
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SA budget speech 2026: What the new tax limits mean for you
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J40 Cash Index
A bullish reversal has emerged on the Top40, with further gains favoured if the current strength is maintained into the close.
USD/ZAR
USD/ZAR is easing from overbought territory, although its longer-term uptrend remains intact. R16.40/$ is key support, with a move back towards R16.75/$ favoured while that level holds.
Brent Crude Oil
Brent remains within its prevailing uptrend but appears stretched in the near term. Any pullback could provide a more attractive opportunity to rejoin the broader trend.
Gold
Gold has held support and appears to be testing a breakout from its recent short-term range. Tuesday’s close will be key in determining whether the move represents a valid upside break or simply an extension of the existing range.
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The Weekly Wrap
The AI efficiency paradox
Artificial intelligence is becoming more efficient, potentially reducing the infrastructure required for individual workloads. But cheaper AI could also unlock enough new demand to make the overall market considerably larger. This week’s Weekly Wrap examines what that paradox could mean for investors.
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.