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Global Institute

The Goldman Sachs Global Institute draws on the firm’s deep networks and expertise to provide strategic advice and partnerships at the intersection of geopolitics, technology, and markets, helping our clients navigate a rapidly changing world.
Global InstituteThe Latest Insights
The world is being reshaped by geopolitical competition, technological breakthroughs, and new forms of capital. The Global Institute comprises a depth of expertise from across the firm, global businesses, and governments to provide analysis and commercial opportunities.
Explore Insights from the Global Institute
Op-Ed
The Complicated Stakes of the AI Race Between the U.S. and China

Jared Cohen President of Global Affairs and Co-Head, Goldman Sachs Global Institute, for TIME.

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Op-Ed
The New Wealth of Nations

Jared Cohen, President of Global Affairs and Co-Head, Goldman Sachs Global Institute, and George Lee, Co-Head, Goldman Sachs Global Institute, for Foreign Policy.

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Op-Ed
How to Know When a World Event Could Shock the Market

Jared Cohen, President of Global Affairs and Co-Head, Goldman Sachs Global Institute, and Sam Morgan, Global Co-Head of Client Coverage for Global Banking & Markets, for the New York Times.

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Convening Global Leaders
Navigating Tomorrow: Insights from the 2025 Goldman Sachs Global Institute Summits

The Goldman Sachs Global Institute convened its annual summits, bringing together executives, thought leaders, policymakers, and experts in New York and London. These events provided opportunities for in-depth discussions on the critical intersections of artificial intelligence, global markets, and geopolitics.

In the Press
CNBC
It’s unclear what the off-ramp looks like in the Iran war, says Goldman Sachs’ Jared Cohen
Foreign Policy
The New (Sovereign) Wealth of Nations
CNBC
Jared Cohen on the rise of ‘state-directed finance revolution’
CNBC
US & China are in an ‘AI space race’: Goldman Sachs’ George Lee
Concordia
Jared Cohen on the AI tipping point: Innovation, Impact & Global Responsibility
CNBC
Energy is a principal constraint on the ability to build out AI infrastructure: Goldman Sachs’ Lee
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More Insights From Across Goldman Sachs
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Conversations with Leaders
Reports and Briefs
Investment Banking
Powering the AI Era

Powering the AI era requires creative solutions across capital, energy and technology.

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Asset Management
Market Brief: Venezuela, Geopolitical Flashpoints and Investment Implications

Geopolitical flashpoints, most notably events in Venezuela, have dominated headlines at the start of 2026. 

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Global Investment Research
Top of Mind—Iran Conflict: How Long, and How Bad?

The unprecedented US and Israeli coordinated attack on Iran has resulted in the largest energy supply disruption in history, as shipping traffic in the Strait of Hormuz has ground to a near halt and regional energy infrastructure has come under target. 

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