Meredith believes emerging markets could perform well, as their performance is often correlated with commodity cycles, and she sees potential for a new period of high commodity demand.

Meredith believes that no other asset, including Bitcoin, currently has the scale to replace the U.S. dollar as the global reserve currency.

Due to illiquidity in its real estate holdings, Meredith's firm is relying on the 60% of its portfolio that is diversified to cover 100% of its payout obligations.

Meredith believes that investment management will remain an "apprenticeship business" and that AI will not fundamentally change the need for interpersonal training and mentorship.

Meredith suggests that investing in Africa can serve as a more accessible proxy for exposure to Chinese economic activity than investing directly in China.

Meredith's firm has reduced its annual private market commitment budget by approximately 20% due to extending the assumed holding periods for investments.

Meredith believes that valuations in late-stage growth venture capital have not adjusted sufficiently, with many of the "thousand overpriced unicorns" unlikely to achieve successful exits.