AI: Market Outlook.
Webinar.

Where we’re
finding AI
opportunities
next.

15 October 2026
18h00-19h00
Virtual webinar

About this webinar.

Join Portfolio Manager Viv Govender as he explores:

  • The next bottlenecks emerging in the AI supply chain
  • Why the opportunity is expanding beyond chips and memory
  • The explosive growth of leading AI model developers
  • How AI is moving from automation to discovery
  • What we’ve added to the portfolio, what we’ve reduced, and why
  • The shares we are currently targeting for the next phase of the AI cycle

If you’re looking to position your portfolio for the next phase of AI-driven growth, this webinar is not to be missed.

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.