Skip to content
MarketScale
‹ Back to IndustriesSoftware & Technology

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,…

This story was produced through MarketScale. See how Software & Technology teams put it to work with Executive Thought Leadership.

By Phillip Colmar · Phillip ColmarRising Interest RatesTelecom IndustryThe Macro Research Board
Share

Key takeaways

01

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?

02

What implications will rising borrowing rates have for the future of telecom infrastructure investment?

03

Phillip Colmar, Global Macro Strategist at MRB Partners,…

Get featured

Want to get featured in MarketScale Software & Technology?

Create a free MarketScale workspace and get your company's expertise featured across our Software & Technology coverage. No credit card, no demo required.

Start free

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, highlighted telco companies’ financial challenges in the current economic climate. Colmar, an experienced strategist and economist specializing in global multi-asset investment strategies, underscored the necessity of a strategic shift to adapt to the evolving economic landscape and its effects on telecom infrastructure development.

“It is true that those telco companies that have been spending on this infrastructure and a reliance on funding to pay for it are now gonna face much higher borrowing rates,” he said.

Article written by MarketScale.

Video TranscriptExpand ↓

Callbar from MRB partners here. It is true that those telco companies that have been spending on this infrastructure and a reliance on funding to pay for it are now gonna face much higher borrowing rates. Other words, their debt servicing costs are gonna rise. This is likely to compel them to rethink or at least slow down some of the investment. In other words, the net present value of these projects just as in what it once was when we started this and the cost of capital was near free. That being said, telcos have already been suggesting that they would reduce their CapEx after what's been a period of pretty heavy investments and heavy spending to build out their five g networks in recent years. So looking ahead, we are expecting some slowdown in this sector and investments in this area.

Your experts belong here

Every story in MarketScale Software & Technology starts with a company putting its solutions engineers, product teams, and customer engineers on the record. Buyers are already reading this topic. The only question is whose experts they find.

Buyers ask AI engines who to consider, and published expert answers are what those engines cite.

Get your team featuredSee how it works15 minutes, straight to a calendar.

About the author

Phillip Colmar
Phillip ColmarGlobal Macro Strategist & Managing Partner

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.

B2B Weekly

The week in Software & Technology, and sixteen other industries, every Monday.

Ten stories, one-line takes, five minutes. Free.

Software & Technology: are you visible to AI?

Before they reach out, Software & Technology buyers ask AI engines which vendors to trust. Explore how your experts, customers, and partners can become useful content for buyers and AI search.

Free plan

You just read one Software & Technology expert. Your company is full of them.

This article was produced through MarketScale. The same platform turns your solutions engineers, product teams, and customer engineers into the articles, video, and social content Software & Technology buyers are searching for. Create a free workspace and see it with your own people. No credit card, no demo required.

NPS +73 · 1,000+ creators · 38+ countries

What you get, free

Your own MarketScale workspace, up to 10 people
One professional video edit a month for qualifying companies
Media requests to your crowd, remote recording, AI writing tools
$0, no credit card, nothing that expires

More Software & Technology Insights

Muse's Rise Signals the Next Phase of the AI Agent Economy, and Enterprises Should Be Paying Attention

Muse's Rise Signals the Next Phase of the AI Agent Economy, and Enterprises Should Be Paying Attention

Meta's Muse AI agent reached 2.5 million downloads within two weeks, a sign that agentic AI is moving from developer curiosity toward mainstream consumer behavior. For B2B leaders, Muse's adoption trajectory raises urgent questions about platform interoperability, data governance, and delegation frameworks as agent technology scales.

  • 01Muse crossed 2.5 million downloads in two weeks, outpacing ChatGPT, Claude, and Grok on the same post-launch timeline.
  • 02Platform interoperability is the next battleground: Amazon has already restricted Muse's access citing terms of service, previewing the access and permissions friction enterprises will face when integrating agents.
  • 03Data governance and guardrails remain unsolved: Meta says sanitized interaction data trains its models with an opt-out, a more restricted Confidential VM architecture is planned for later in 2026, and early testing identified at least one case where the agent surfaced content beyond what a user's request called for.

Sep 22, 2026

Nvidia CEO Jensen Huang Forecasts Chip Sales Will Double Next Year

Nvidia CEO Jensen Huang Forecasts Chip Sales Will Double Next Year

Nvidia CEO Jensen Huang forecasted doubling chip sales next year, but the company's CFO frames this as the supply-unconstrained scenario, signaling that supply chain capacity—not demand—is the real constraint. Nvidia and Palantir announced a collaboration to apply AI to Nvidia's own supply chain operations to identify bottlenecks and allocate materials more effectively.

  • 01Nvidia's doubling forecast depends on supply chain throughput, not demand—the company itself is supply constrained according to CFO Colette Kress.
  • 02Nvidia and Palantir said their first sovereign AI deployment for Nvidia’s operations is designed to spot supply constraints earlier and improve how materials are allocated across production.
  • 03Enterprise buyers should plan for competitive allocation pressure, higher networking and infrastructure costs alongside GPU spending, and the emergence of on-premises architectures as first-class options.

Sep 20, 2026

Fifth Third, Priority and CSI deals put a premium on payments built into software

Fifth Third, Priority and CSI deals put a premium on payments built into software

Fifth Third led a strategic investment in Payload, Priority Commerce agreed to acquire IntelliPay, and CSI acquired Qolo in a series of summer transactions, PYMNTS reported. Together, the deals point to buyers valuing payments technology already integrated into the software customers use, not just standalone processing capacity. For operators, that means the entity holding payment data can change hands without the front-end software changing.

  • 01BCG says SaaS providers with integrated payments accounted for 36% of small and midsize business acquiring revenue in 2024 and projects that share will reach 45% by 2028.
  • 02Finance and IT leaders using property, practice management or utility billing platforms should reread payments and data clauses, since the entity holding payment data can change hands even if the software front end does not.

Sep 19, 2026

Explore More Software & Technology Insights

Read more expert perspectives from across Software & Technology.

Browse Software & Technology Hub

About the Expert

Phillip Colmar
Phillip Colmar

Global Macro Strategist & Managing Partner

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.

For B2B teams

Your experts could be publishing here

Stories like this one run on content MarketScale captures from real practitioners. See how your team's expertise becomes coverage in Software & Technology and beyond.

Book a 15-minute demo

Or call us. No forms required. We pick up. 214-945-2512