WHAT WE DO

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 Institute

The 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.

Op-Ed

Remaking Our World for Machine Intelligence

The emergence of new technology has long inspired humans to shape our environments.  The invention of steel permitted the rise of skyscrapers, the automobile inspired highway systems and the internet gave rise to a whole new set of digital spaces.

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.

In the Press

More Insights From Across Goldman Sachs

Reports and Briefs


Top of Mind

Assessing a Less Transparent Fed

Fed Chairman Kevin Warsh is steering the Fed into a less transparent era. So, is that a positive or negative development, and what could it mean for markets and the economy?

Global Investment Research

AI/Data Centers: Power Demand, Cyclical Progression, and Sustainability Implications

AI hyperscalers’ increased spending, server/model productivity gains and US community pushback to data center development are raising questions about how long the AI innovation cycle can continue to fuel the Reliability investment theme. 

Asset Management

The Five-Minute Brief | Jared Cohen: What Goldman Sachs is Watching in Geopolitics

This episode examines the key geopolitical events shaping the global landscape, focusing on the competition between the US and China, the ongoing conflict in Ukraine, and the recent escalation in the Middle East.