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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.

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

Rising rates force telecom capex reallocation; flexibility beats forecasting

Colmar argues that sustained high interest rates fundamentally reshape telecom capital spending priorities, squeezing already thin infrastructure margins and forcing providers to move beyond incremental adjustments. He contends that economic uncertainty makes adaptability—not predictive accuracy—the only rational investment strategy in 2024 and beyond.

3 articles

published within 13 days on interconnected rate-driven capex shifts

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

Rising Rates, Rethinking Routes (Engineering & Construction)

Divided forecasts

on 2024 inflation and interest rate direction persist

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

Rising borrowing rates have significant implications for the future of telecom infrastructure investment landscape.

Rising Rates, Rethinking Routes (Software & Technology)

“Adaptability beats forecasting when central banks signal rates stay elevated indefinitely.”

Themes:Interest rate sensitivity of infrastructure-heavy capex modelsStrategic flexibility as superior to predictive forecastingMargin compression forcing prioritization of telecom investment

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