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Contributors›Phillip Colmar
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Global Macro Strategist & Managing Partner

Phillip Colmar

Phillip Colmar has 20+ years of experience, both as a strategist and economist. He focuses on global multi-asset investment strategy, trading opportunities, and financial market risks. His expertise is in identifying and developing macro and investment themes. He has a proven track record of idea generation and outperforming the markets. Over his career, Colmar has covered all major global asset classes and has developed comprehensive frameworks, models, and indicators. Prior to forming MRB, he was the Head of both the Daily Insights and Global Fixed Income Strategy services at BCA Research Inc. Colmar has an M.Sc in Finance from Queen’s University, as well as a B.A. in Economics and a Bachelor of Business Administration (Finance) from Bishop’s University.

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Contributor Brief·Phillip Colmar · 3 articles
Updated Jan 9, 2024

Higher rates force telecom to abandon traditional infrastructure spending models

Colmar argues that the 'higher for longer' interest rate environment fundamentally invalidates traditional telecom capital spending strategies, requiring providers to reshape investment priorities rather than merely adjust budgets. He contends that flexibility and adaptability—not forecasting accuracy—are the only rational response to economic uncertainty in 2024, making rigid long-term infrastructure plans obsolete.

3

articles published on rising rates and capital strategy

“Telecom providers must fundamentally reshape capital spending priorities as borrowing costs squeeze already thin infrastructure margins.”

Rising Rates, Rethinking Routes (engineering and construction)

Core pressures reshaping telecom investment strategy in high-rate environment

Increased cost of capital9
Margin compression on infrastructure projects8
Economic forecast uncertainty7
Need for investment adaptability9

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27%Increased cost
Increased cost of capital
Margin compression on infrastructure projects
Economic forecast uncertainty
Need for investment adaptability

2024

year when economic forecasts diverge most on rate direction

Economic forecasts remain divided on rate movements, making flexibility the smartest strategy for investors navigating 2024.

With Uncertainty on Inflation and Interest Rates in 2024, Adaptable Investments are the Only Sure Bet

Global trend of central banks adopting a 'higher for longer' interest rate policy will fundamentally reshape how telecom companies adjust investment strategies.

Rising Rates, Rethinking Routes (software and technology)

“Borrowing rates squeeze infrastructure margins, forcing complete capital priority restructuring.”

Themes:Rising rates invalidate traditional telecom capex modelsFlexibility over forecasting in uncertain rate environmentsInfrastructure margin compression requires strategic restructuring

Latest article

Software & Technology · Jan 9

Rising Rates, Rethinking Routes: The Future of Telecom Infrastructure Investment in a High-Interest World

In light of the global trend of central banks adopting a ‘higher for longer’ interest rate policy, how will telecom companies adjust their investment strategies in response to the increased cost of capital? What implications will rising borrowing rates have for the future of telecom infrastructure investment? Phillip Colmar, Global Macro Strategist at MRB Partners,…

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Rising Rates, Rethinking Routes: The Future of Telecom Infrastructure Investment in a High-Interest World

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  • AM
    Alex M.·2h agoquestion

    What sparked your research into disruptive innovation?

    Curious what the original insight was that led you to the Innovator's Dilemma framework.

  • SL
    Sophia L.·1d agoidea

    Would love a deep-dive into EdTech adoption barriers.

    Your framing of sustaining vs. disruptive innovation feels directly applicable to school systems.

  • DR
    David R.·3d agoquestion

    How do you see AI changing the personalized learning landscape?