AI: Market Outlook.
Webinar.

What we’re
buying, selling
& watching
in AI.

15 October 2026
18h00-19h00
Virtual webinar

About this webinar.

Just over three years ago, Rand Swiss launched its AI Portfolio with a clear conviction: artificial intelligence would fundamentally reshape the global economy.

Since its launch in June 2023, the portfolio has returned 200.86%.

Our conviction remains unchanged, but the investment landscape has evolved considerably. AI capabilities continue to advance at an extraordinary pace, creating new opportunities across the global technology sector.
Where are we positioning for the next phase of AI-driven growth?

Join Portfolio Manager Viv Govender on 15 October at 6 PM for our latest AI Market Outlook as he reflects on the portfolio’s journey, the investment decisions that have shaped its performance and where he believes the industry is heading next.

During this webinar, Viv will explore:

  • Three years of AI investing: How the portfolio has evolved since its launch.
  • The decisions behind the performance: The investment choices that have shaped its returns.
  • Our current positioning: What we’re buying, selling and why.
  • The accelerating pace of AI: How recent advances are changing the investment landscape.
  • Where we’re looking next: The companies and technologies that could drive the next phase of AI growth.

Join Portfolio Manager Viv Govender as he reflects on the Rand Swiss AI Portfolio’s journey over the past 40 months, the investment decisions that have shaped its performance and where he believes the industry is heading next.

Speaker.

Viv Govender
Portfolio Manager, Rand Swiss

A Portfolio Manager at Rand Swiss, Viv specialises in global equities, disruptive technologies, and thematic investment strategies, with a particular focus on artificial intelligence and the investment opportunities emerging from this rapidly evolving sector.

He manages the Rand Swiss AI Portfolio and regularly provides insights on emerging investment opportunities across the technology sector. Viv is a frequent commentator in the media, contributing to channels such as SABC, CNBC Africa, SAFM, 702, and eTV.

He is also a regular guest lecturer at a number of prominent business schools and executive education programmes and previously lectured at tertiary institutions including UKZN and DUT.