Insights from our latest Adviser Pulse Survey show how firms are navigating higher volatility through resilient portfolios, broader diversification, and greater focus on tax and estate planning advice.
In a period of heightened uncertainty, advisers are placing increasing emphasis on building resilience within client portfolios. This year’s Schroders Adviser Pulse Survey, conducted between 30 April and 13 May 2026 with over 210 advisers, highlights how firms are responding to higher volatility, while adapting their investment strategies and business models to meet evolving client needs.
Key findings from the survey include:
Navigating a more uncertain world
Advisers continue to expect structurally higher uncertainty across markets. While expectations for higher volatility have eased from 2025 peaks, a majority (57%) still anticipate a more volatile environment, with almost no expectation of calmer conditions.
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