ADP and the Industrials Outlook: Navigating Growth, AI, and Market Sentiment
Recorded on March 10th, 2026
In this episode of InFocus, TriCert Investment Counsel Portfolio Manager Candis Fitch, CIM®, CIWM, speaks with fellow Portfolio Manager Dave Gill, CFA®, MBA, about the outlook for the industrials sector as 2026 unfolds.
They discuss the broader economic backdrop, the differences between U.S. and Canadian market dynamics, and why industrials remain closely tied to economic growth.
The conversation also highlights Automatic Data Processing (ADP), examining how recent AI developments and shifting market sentiment have affected software-related companies. Dave outlines why ADP continues to demonstrate many of the attributes of a high-quality business, including scale, recurring revenue, strong client retention, and a long track record of dividend growth, while also addressing the uncertainties that emerging technologies may introduce.
For more Insights from TriCert, visit TriCert.ca/Insights.
Portfolio and Investment Fund Manager
Through a referral arrangement, Stark & Marsh Wealth Management Services offers you direct access to TriCert Investment Counsel’s portfolio management services. Seamlessly working with your Stark & Marsh CPA LLP Accountant and your Stark & Marsh Wealth Management Services Financial Planner, your TriCert Investment Counsel’s Portfolio Manager takes a quality sector-based (QSect) approach to tailor an investment management strategy that is specific to your unique circumstances designed to meet your goals and provide peace of mind through volatile markets.
TriCert Investment Counsel is registered as a Portfolio Manager with the Ontario Securities Commission (OSC) in Ontario, its principal regulator, and with each relevant securities administrator in all other jurisdictions across Canada. TriCert Investment Counsel is registered as an Investment Fund Manager in Ontario. Today, TriCert Investment Counsel proudly manages over $4 billion in assets on behalf of thousands of clients.
To learn more, visit TriCert.ca.
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