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: The election week investors can’t ignore
Friday, 30 October 2026
Markets can price earnings, inflation and interest rates. Political uncertainty is much harder to model.
The US heads into midterm elections on 3 November, followed by South Africa’s local government elections on 4 November. Meanwhile, Israel is entering coalition negotiations after no bloc secured a clear majority in this week’s election.
The votes come against an already complicated backdrop. Brent crude remains above $110 a barrel as Middle East tensions keep energy markets under pressure, while investors continue to weigh inflation, interest rates and a busy technology earnings season.
This week’s Weekly Wrap examines why political risk is returning to centre stage, what the elections could mean for markets, and the latest developments in oil, rates and artificial intelligence.
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