Primers

Deep-dive investment frameworks on emerging and niche asset classes where information asymmetry is high, but reliable coverage is scarce.

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Investment Primer

Investing in the Energy Transition

The Energy Transition is the largest capital deployment in history. This primer equips institutional investors with a complete toolkit to navigate the complexity and capture the opportunity.

OpenMind Research · December 2024

Explainer

AI and the Grid: What the Energy Boom Means for Investors

Understanding the structural shift in U.S. energy economics and the emergence of the Zero Marginal Cost Energy Market.

OpenMind Research · January 2025

All Research

Investment Primer

Bitcoin Investment Primer - part 1/3

Bitcoin represents a paradigm shift in the concept of money and value storage.

Ulrik Lykke · July 10, 2025