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, 11 August 2026

US benchmarks have paused their recent advance but remain firmly in established uptrends. Locally, both the Top40 and gold have broken higher into overbought territory, Brent crude is attempting to recover from oversold conditions, and USD/ZAR continues to test the lower end of its well-defined trading range.

J40 Cash Index
The Top40 has broken above resistance and its recent consolidation range. Although momentum is now overbought, the preferred strategy is to buy pullbacks rather than fade the prevailing trend.

US Indices
The Dow continues to lead Wall Street, while the Nasdaq lags despite recovering from a recent false downside breakout. The broader uptrend across US equities remains intact.

USD/ZAR
The rand has strengthened back towards key support, with the familiar R16.14 to R16.29/$ accumulation zone once again coming into focus. Traders continue to monitor the range for the next directional move.

Gold & Brent Crude
Gold has broken decisively above resistance, hinting at a broader trend reversal despite entering overbought territory. Brent crude is rebounding from oversold levels, although open price gaps continue to favour a cautious, mildly bearish outlook.

The Weekly Wrap

Artificial intelligence is transforming the global economy, but the future returns from AI investing may depend on whether technological progress continues at its current pace. This week’s Weekly Wrap examines China’s growing AI capabilities, the outlook for frontier AI models, and the macroeconomic forces shaping global markets.

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.