Financing in the Great Reordering: Analytics for a World in Transition

The global financial landscape is undergoing a ‘Great Reordering’—a multidimensional restructuring of the economic, monetary, and geopolitical foundations that have underpinned modern finance for forty years. The forces driving this transition are unprecedented in their simultaneity: the rise of artificial intelligence as a general-purpose technology reshaping productivity, capital allocation, and information processing; the fragmentation of global trade and capital flows along geopolitical lines; the persistent recalibration of monetary policy in an environment of structurally higher interest rates and elevated sovereign debt; the accelerating climate transition and its implications for asset valuation and corporate strategy; and the emergence of digital assets and new financial infrastructures that challenge legacy institutions.

These forces do not operate in isolation. They interact, amplify, and sometimes offset one another, generating new patterns of risk, return, and resilience that traditional models struggle to capture. The AI investment cycle is reshaping corporate capital structures and equity valuations while simultaneously raising concerns about market concentration and systemic vulnerability. Tariff regimes, export controls, and sanctions are redrawing the map of global supply chains and altering the cost of capital across jurisdictions. Sovereign debt has reached historic highs even as fiscal demands from defense, industrial policy, and the green transition continue to expand. Corporate governance frameworks are being asked to absorb new categories of risk — geopolitical, technological, climate-related — that fall outside conventional fiduciary paradigms.

The 4th Annual Conference of the Financial Analytics Research Society (FARS 2026) seeks to bring together leading scholars, policymakers, and practitioners to advance our understanding of how finance is being reshaped by this Great Reordering, and how rigorous analytical methods can illuminate the new questions it raises. We invite theoretical, empirical, and methodological contributions that combine macroeconomic perspective with corporate-finance depth, and that leverage modern data and computational tools to address the most pressing questions of our time.

Conference Themes and Topics

We welcome submissions across the following thematic areas. The list is indicative rather than exhaustive; papers that bridge multiple themes or develop novel analytical frameworks are especially encouraged.

Macroeconomic Transitions and Corporate Finance

• Macroeconomic uncertainty, business cycles, and corporate investment
• Inflation dynamics, real interest rates, and capital structure decisions
• Fiscal policy, government spending shocks, and firm-level outcomes
• Macro-finance linkages in advanced and emerging economies
• Productivity, factor reallocation, and corporate dynamism

Monetary Policy, Interest Rates, and Financial Markets

• Monetary policy transmission to corporate borrowing and investment
• Quantitative tightening, balance-sheet policy, and asset prices
• Central bank digital currencies (CBDCs) and the future of money
• Cross-border monetary spillovers and exchange-rate dynamics
• The end of the low-rate era and its implications for valuation

Sovereign Debt, Fiscal Sustainability, and Financial Stability

• Sovereign debt sustainability in an era of fiscal expansion
• Crowding-out effects on corporate financing and capital allocation
• Sovereign-bank-corporate doom loops and contagion mechanisms
• Sovereign credit ratings, bond pricing, and term-premium dynamics
• Public debt restructuring in emerging and frontier markets

Geoeconomic Fragmentation and Global Capital

• Tariffs, trade policy uncertainty, and corporate decisions
• Friend-shoring, supply-chain reconfiguration, and FDI flows
• Sanctions, export controls, and the financial transmission of geopolitics
• Geopolitical risk premiums in equity, bond, and currency markets
• Multipolar monetary order and the future of reserve currencies

Artificial Intelligence and Financial Markets

• AI capital expenditure cycles, firm valuation, and financing structures
• Machine learning in asset pricing, return prediction, and risk management
• Large language models and natural-language processing in finance
• Algorithmic trading, market microstructure, and liquidity dynamics
• Synchronization of AI-driven strategies and systemic risk
• AI-enabled productivity gains and labor-capital reallocation

Corporate Governance in a Transformed Environment

• Board oversight of geopolitical, technological, and climate risks
• Shareholder activism, institutional investors, and stewardship
• Executive compensation, incentives, and long-term value creation
• Ownership structure, control rights, and firm performance
• Disclosure regimes, transparency, and the evolution of reporting standards
• Corporate political activity and lobbying in a fragmented world

Keynote Speaker

Professor Sushanta Mallick,

Queen Mary University of London, UK.

Publication Opportunities:

Papers presented at the conference will be considered for publication at
Economic Modelling and Economic Analysis & Policy. The conference organizers will invite the authors of selected high-quality papers that fall within the general remit of the journal,
to submit their manuscript to the journal. The editors will ensure that the
selected papers undergo the normal reviewing process on a fast-track basis. All
papers will be double-blind refereed in the standard way.

Conference Information:

We invite submissions of high-quality research papers for presentation at the conference hosted by Jilin University on 18th July, 2026.

Please submit an extended abstract or a full paper to info@far-society.org by 14th July 2026.