Ryan Hammond
Portfolio strategist at Goldman Sachs Research specializing in equity strategy and sector rotation, providing analysis on AI disruption and market implications.
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129 snips
Feb 17, 2026 • 16min
The New AI Trades
Ryan Hammond, a Goldman Sachs portfolio strategist focused on equity strategy and sector rotation, explains how AI is reshaping markets. He breaks down the sharp derating in software, pressure on advertising and consulting, and why recent LLM rollouts triggered fresh repricing. He also discusses capex surges, funding strains, and how earnings will decide whether current sell-offs prove temporary.
8 snips
Oct 15, 2024 • 20min
More gains ahead for US stocks?
David Kostin, a US equities expert from Goldman Sachs Research, and Ryan Hammond from the portfolio strategy team discuss the remarkable 25% rally of the S&P 500 this year. They dive into the impact of mega-cap tech stocks and the potential for mid-cap equities. The duo also examines the cyclical phases of the AI industry, emphasizing key players like NVIDIA. Additionally, they share insights on the upcoming earnings season, investor sentiment, and projections for the S&P 500 leading up to 2025, reflecting optimism amid uncertainties.
