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.

Follow Software & Technology Insights

Get new expert content in your inbox.

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

System integrators decide whether factory tech pays off, Smart Industry argues

System integrators decide whether factory tech pays off, Smart Industry argues

Smart Industry's Sept. 9, 2026 piece argues plant technology creates no business value until system integrators fit it into existing operations and workflows. Its summer coverage on upskilling, institutional knowledge and a Deloitte and Manufacturing Institute technician report points the same way. The payoff sits in the integration budget.

  • 01Smart Industry's framing moves the buying question from which platform to license to who integrates it and how that engagement is scoped, which puts the system integrator line item at the center of the return rather than in implementation overhead.
  • 02Gartner figures cited by Quality Magazine show 24% of industrial enterprises using IoT have deployed digital twins and 42% plan to, so most of the integration work in that market is still ahead, not behind.
  • 03The Deloitte and Manufacturing Institute report, as covered by Smart Industry, says AI can embed skills into workflows to address technician demand; the sharper question for a plant manager is whether that changes headcount or changes what each technician can cover.

Sep 18, 2026

ChatGPT ads now invite consumers to chat directly with brands like Wayfair

ChatGPT ads now invite consumers to chat directly with brands like Wayfair

OpenAI is now running ChatGPT ads that invite users to open a chat with the advertiser, with Wayfair among the first brands spotted using the format, Ad Age reports. Advertisers still receive only aggregated impressions and clicks. For retailers, the media buy now comes with a conversation to staff, while OpenAI's Plus, Pro, Business and Enterprise tiers stay ad-free.

  • 01A ChatGPT ad that ends in a brand chat turns a media buy into a staffing and automation question: something on the retailer's side has to answer the shopper.
  • 02Advertisers get aggregated impressions and clicks only; the conversational intent that triggered the ad stays inside OpenAI, so attribution will be coarser than keyword-level search data.
  • 03Ads run only on ChatGPT's free and $8 Go tiers. Plus, Pro, Business and Enterprise plans are excluded, so licensed company workspaces should not see them if that policy holds.

Sep 18, 2026

Only 6% of companies get value from AI, Forbes reports

Only 6% of companies get value from AI, Forbes reports

Forbes' enterprise AI coverage as of Sept. 16 includes a John Koetsier piece reporting only 6% of companies get value from AI. Its curated highlights say enterprises are moving to a mix of frontier, open and specialized models, with attention shifting to governance and security. Gartner's 2028 forecasts point the same way.

  • 01A 6% value rate, as reported by Forbes, is a usable benchmark: any enterprise that can show a measured return on an AI deployment is already in a small minority.
  • 02Gartner's 2025 baseline has specialized generative AI models at $1.1 billion of $14.2 billion in model spending, yet it forecasts they will be more than half of what enterprises use by 2028; architectures that cannot route work across several models will fight that shift.
  • 03The sharper question for a platform contract now is who owns AI governance and security, since Gartner's keynote called for a dedicated AI leader and MIT Sloan Management Review lists ownership of data and AI as an unresolved 2026 issue.

Sep 17, 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