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Global Markets Institute
The Global Markets Institute is the research think tank within Goldman Sachs Research, providing insights on public policy, markets and corporate strategy. Learn More
Economic Outlooks
Goldman Sachs economists and experts share insights on macro trends shaping the global economy. Learn More
Top of Mind
Allison Nathan of Goldman Sachs Research dives into macro developments that are top of mind for investors, executives and policymakers. Learn More
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Paths to Power: Big Oils and Utilities’ Diverging Strategies for Energy Convergence
The energy transition may require up to US$30 trillion investments by 2040 in clean energy infrastructure to limit global warming. In this report, we look at the central and different roles of Big Oils and Utilities in enabling this transition. Read Report
A Survivor's Guide to Disruption
In a collection of essays, the Global Markets Institute examines how companies can reshape themselves to better compete in today’s Everything-as-a-Service (EaaS) economy. Read Report