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Latest Insights
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
The index has formed a bullish reversal off support and is now testing resistance. A break higher could unlock a further 1,500 to 2,000 points, although the busy macro calendar warrants caution.
Brent Crude Oil
Brent has rallied through resistance into overbought territory. The signal alone is not considered sufficient reason to short, while any pullback could offer another opportunity to join the prevailing uptrend if support holds.
USD/ZAR
USD/ZAR has broken resistance with momentum, keeping the broader dollar-strength, rand-weakness trend intact for now. Traders may look to lock in gains or trail stops as major US events approach.
Gold
Gold remains in a narrow consolidation close to major lows. A break of those lows could alter the current view that the metal remains within a broader range-bound environment.
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The Weekly Wrap
The Eurozone’s next test
Friday, 30 October 2026
Political risk returns to centre stage as the US and South Africa head to the polls. This week’s Weekly Wrap examines what the elections could mean for markets against a backdrop of elevated oil prices, inflation and technological change.
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.