The danger beneath the AI boom powering your pension

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• Getting your asset allocation right is key. If you are looking at retiring in the next five years you can't tolerate a 50% loss

  80% confidence

• Workers considering retiring in the next five years should look carefully at how their pensions have been invested

  80% confidence

• It is still too early to call the growth of AI-related industries a bubble

  80% confidence

• The bubble has been talked about for some time but stocks are still pretty close to their all time highs

  80% confidence

• I don't think there is a huge risk. We're in a very different place to where we were in the internet bubble. The actual earnings are there, a lot of these companies are much more mature with very robust balance sheets

  80% confidence

• If you are a tech firm and you spend £100bn on GPUs and you depreciate them on your balance sheet over four years but they actually depreciate over two years, then you have effectively made up £50bn of earnings

  80% confidence

• Anyone in this generation on the cusp of retirement face their retirement portfolio being destroyed if they are overly exposed to equities during a crash

  80% confidence

• Retirement-age individuals who were still working watched their nest eggs shrink, and many have undoubtedly concluded that it would be prudent to continue the income from working until either the market recovers or they have had an opportunity to rebuild

  80% confidence

• The number of US workers retiring was projected to have dropped by 3% compared with a scenario in which markets didn't crash

  80% confidence

Data points we hold from this source