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: What happens if AI progress slows?
Friday, 14 August 2026
Artificial intelligence is changing the world, but the next phase of the AI investment cycle may depend on something far more important than adoption alone.
This week’s Weekly Wrap explores why the pace of AI progress could become the key driver of future valuations, alongside the latest developments in Iran, oil prices, inflation and the outlook for gold.
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