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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.

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

Rising rates force telecom to abandon traditional capital strategies entirely

Colmar argues that the 'higher for longer' interest rate environment requires telecom companies to fundamentally reshape their capital spending priorities rather than make incremental adjustments, as borrowing cost increases now directly squeeze already thin infrastructure margins. He contends that in 2024, adaptability and flexibility in investment strategy—not fixed long-term plans—represent the only viable path for companies navigating divided economic forecasts on inflation and rates.

3 articles

published within one month on rate impact on telecom capex

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

Rising Rates, Rethinking Routes [engineering and construction]

Colmar's core argument strength across publication angles

Rate environment forces strategy overhaul9
Infrastructure margins already compressed8
Flexibility required over fixed plans8
Borrowing cost impact direct and measurable7
2024 forecasts remain economically divided7

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23%Rate environment
Rate environment forces strategy overhaul
Infrastructure margins already compressed
Flexibility required over fixed plans
Borrowing cost impact direct and measurable
+1 more

2

distinct publication channels for same thesis (software and engineering)

Economic forecasts remain divided on rate movements, making flexibility the smartest strategy.

With Uncertainty on Inflation and Interest Rates in 2024

Adaptable investments are the only sure bet in uncertain rate environments.

With Uncertainty on Inflation and Interest Rates in 2024

“Telecom infrastructure margins cannot survive static capital strategies under higher rates.”

Themes:Higher-rate environment forces structural capital strategy overhaulInfrastructure margin compression demands adaptive not fixed planningEconomic uncertainty makes flexibility the only defensible investment posture

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