Viv Govender

Portfolio Manager, Rand Swiss

Viv is a senior analyst and investment specialist, focusing on international and local markets. He frequently appears in the media, contributing to channels such as: SABC, CNBC, SAFM, 702 and ETV. He is also a regular guest lecturer at a number of prominent business schools and advanced education programmes, and previously lectured at tertiary institutions such as UKZN and DUT.

You can follow Viv on YouTube at @RandSwiss for regular market updates and AI insights.

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The Weekly Wrap: When AI starts discovering

Friday, 11 September 2026

The first phase of artificial intelligence was largely about machines learning from human knowledge. The next may increasingly be about helping humans create new knowledge.

This week, developments from OpenAI and Google DeepMind offered a glimpse of what that future could look like, with frontier AI systems being applied to some of the most difficult problems in mathematics and biology. OpenAI

This week’s Weekly Wrap explores why scientific discovery could become AI’s next great frontier, and what that could mean for investors, alongside the implications of $100 oil and rising US interest rates.

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