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Decreased uncertainty, improved decisions
Global Advisors is a leader in defining quantified strategies, decreasing uncertainty, improving decisions and achieving measureable results.
We specialise in providing highly-analytical data-driven recommendations in the face of significant uncertainty.
We utilise advanced predictive analytics to build robust strategies and enable our clients to make calculated decisions.
We support implementation of adaptive capability and capacity.
Our latest
Thoughts
Podcast – The Real AI Signal from Davos 2026
While the headlines from Davos were dominated by geopolitical conflict and debates on AGI timelines and asset bubbles, a different signal emerged from the noise. It wasn’t about if AI works, but how it is being ruthlessly integrated into the real economy.
In our latest podcast, we break down the “Diffusion Strategy” defining 2026.
3 Key Takeaways:
- China and the “Global South” are trying to leapfrog: While the West debates regulation, emerging economies are treating AI as essential infrastructure.
- China has set a goal for 70% AI diffusion by 2027.
- The UAE has mandated AI literacy in public schools from K-12.
- Rwanda is using AI to quadruple its healthcare workforce.
- The Rise of the “Agentic Self”: We aren’t just using chatbots anymore; we are employing agents. Entrepreneur Steven Bartlett revealed he has established a “Head of Experimentation and Failure” to use AI to disrupt his own business before competitors do. Musician will.i.am argued that in an age of predictive machines, humans must cultivate their “agentic self” to handle the predictable, while remaining unpredictable themselves.
- Rewiring the Core: Uber’s CEO Dara Khosrowshahi noted the difference between an “AI veneer” and a fundamental rewire. It’s no longer about summarising meetings; it’s about autonomous agents resolving customer issues without scripts.
The Global Advisors Perspective: Don’t wait for AGI. The current generation of models is sufficient to drive massive value today. The winners will be those who control their “sovereign capabilities” – embedding their tacit knowledge into models they own.
Read our original perspective here – https://with.ga/w1bd5
Listen to the full breakdown here – https://with.ga/2vg0z

Strategy Tools
Strategy Tools: The 7S Framework – A Comprehensive Guide
By John Khova Global Advisors digital consultant Introduction The McKinsey 7S Framework is one of the most enduring and widely recognised management models in strategic consulting and organisational design. It posits that organisational effectiveness depends not on...
Fast Facts
Fast Fact: Great returns aren’t enough
Key insights
It’s not enough to just have great returns – top-line growth is just as critical.
In fact, S&P 500 investors rewarded high-growth companies more than high-ROIC companies over the past decade.
While the distinction was less clear on the JSE, what is clear is that getting a balance of growth and returns is critical.
Strong and consistent ROIC or RONA performers provide investors with a steady flow of discounted cash flows – without growth effectively a fixed-income instrument.
Improvements in ROIC through margin improvements, efficiencies and working-capital optimisation provide point-in-time uplifts to share price.
Top-line growth presents a compounding mechanism – ROIC (and improvements) are compounded each year leading to on-going increases in share price.
However, without acceptable levels of ROIC, the benefits of compounding will be subdued and share price appreciation will be depressed – and when ROIC is below WACC value will be destroyed.
Maintaining high levels of growth is not as sustainable as maintaining high levels of ROIC – while both typically decline as industries mature, growth is usually more affected.
Getting the right balance between ROIC and growth is critical to optimising shareholder value.
Selected News
Quote: Norman Maclean – A River Runs Through It
“Eventually, all things merge into one, and a river runs through it. The river was cut by the world’s great flood and runs over rocks from the basement of time. On some of the rocks are timeless raindrops. Under the rocks are the words, and some of the words are theirs.” – Norman Maclean – A River Runs Through It
This passage represents one of the most profound meditations in American literature on the relationship between human existence, natural forces, and the passage of time. Maclean’s closing reflection transforms a simple narrative about fly fishing and family into a philosophical statement about how all human experience ultimately flows together, much like tributaries merging into a single river. The image of rocks worn smooth by geological epochs, bearing both the physical marks of time and the invisible imprint of human stories, encapsulates Maclean’s central artistic vision: that individual lives, no matter how seemingly insignificant, are part of an immense continuum stretching back to creation itself.
Norman Maclean: The Man Behind the Meditation
Norman Maclean (1902-1990) was an unlikely literary figure. For most of his life, he was known primarily as a respected English professor at the University of Chicago, a scholar of medieval literature and rhetoric rather than a novelist. A River Runs Through It and Other Stories was not published until 1976, when Maclean was 74 years old, making it a work of his later years-a retrospective meditation on his youth in early twentieth-century Montana.3 This temporal distance proved crucial to the work’s philosophical depth. Maclean was writing not as a young man recounting adventure, but as an elderly scholar reflecting on loss, mortality, and the search for meaning in a world fundamentally transformed since his childhood.
Born in Clarinda, Iowa, Maclean grew up in Missoula, Montana, where his father was a Scottish Presbyterian minister.2 This biographical detail proves essential to understanding the quote’s spiritual resonance. The fusion of Calvinist theology with the natural world-what Maclean himself described as the absence of “a clear line between religion and fly fishing” in his family-created a unique philosophical framework.5 For the Maclean household, spiritual truth was not confined to the pulpit but discovered through engagement with the physical world, particularly through the disciplined art of fly fishing on Montana’s rivers.
Maclean’s career as an academic shaped his literary voice profoundly. His training in rhetoric and classical literature meant that when he finally turned to creative writing, he brought scholarly precision to emotional and philosophical questions. The passage in question demonstrates this synthesis: it reads simultaneously as lyrical poetry, geological observation, theological reflection, and personal elegy. This multivalent quality-the ability to operate on several levels of meaning simultaneously-distinguishes Maclean’s work from conventional memoir or nature writing.
The Context of A River Runs Through It
A River Runs Through It and Other Stories comprises three interconnected narratives set in western Montana during the early decades of the twentieth century.1,6 The title novella focuses on the relationship between the narrator (Norman) and his younger brother Paul, two brothers shaped by their father’s teachings in fly fishing and Presbyterian faith, yet diverging dramatically in temperament and life choices. Norman becomes the studious, cautious academic; Paul becomes the brilliant, reckless risk-taker drawn to drinking, gambling, and dangerous pursuits.2
The quoted passage appears near the conclusion of the title novella, following a final fishing expedition that brings together the aging father, the two adult brothers, and Norman’s brother-in-law Neal-a man whom neither brother respects. This outing represents both a moment of grace and an acknowledgement of impending loss. The river becomes the setting for a meditation on time itself: the geological time represented by rocks worn smooth over millennia, the historical time of human settlement and change in Montana, and the personal time of a family’s evolution and dissolution.
The philosophical weight of this closing reflection emerges from what precedes it: the failure of fishing to “fix everything,” the inability of familial love to prevent tragedy, and the recognition that some human suffering cannot be resolved through even the most profound natural experiences.1 Yet rather than descending into despair, Maclean’s conclusion suggests a different kind of resolution-not the solving of problems, but their absorption into something larger and more enduring.
Philosophical Foundations: The Theorists Behind Maclean’s Vision
To understand the intellectual architecture supporting Maclean’s meditation, one must recognise the philosophical traditions informing his work. Several major thinkers and movements shaped the sensibility evident in this passage.
Scottish Calvinist Theology and the Natural World: Maclean’s father’s Presbyterian faith provided the foundational spiritual framework. Scottish Calvinism, particularly in its nineteenth-century American manifestations, emphasised divine sovereignty, human limitation, and the inscrutability of God’s purposes. Yet Scottish Presbyterian tradition also possessed a robust appreciation for the natural world as a manifestation of divine order. The rocks, the water, the geological processes-these were not mere backdrop but evidence of God’s creative power operating across incomprehensible timescales. Maclean’s image of “rocks from the basement of time” reflects this theological sensibility: the natural world as palimpsest, bearing witness to forces and purposes beyond human comprehension.
American Transcendentalism and Nature Philosophy: Though Maclean wrote in the mid-twentieth century, his work resonates with nineteenth-century American Transcendentalist thought, particularly as articulated by Ralph Waldo Emerson and Henry David Thoreau. The Transcendentalist conviction that nature provides access to spiritual truth, that individual human experience participates in universal patterns, and that solitude in wild places offers wisdom unavailable in civilised society-all these themes permeate Maclean’s narrative. The river, in Transcendentalist terms, becomes a symbol of the flowing unity underlying apparent diversity, the “Over-Soul” that connects all beings.
Modernist Literature and Fragmentation: Maclean’s generation of writers-he was a contemporary of figures like William Faulkner and Ernest Hemingway-grappled with the fragmentation of modern experience. The early twentieth century witnessed unprecedented social, technological, and spiritual upheaval. Maclean’s narrative technique, with its layering of personal memory, geological history, and philosophical reflection, reflects Modernist strategies for representing consciousness and meaning-making in a fractured world. The passage’s image of disparate elements merging into one river suggests a Modernist attempt to recover unity and coherence from fragmentation.
Phenomenology and Embodied Experience: Maclean’s emphasis on fly fishing as a disciplined physical practice reflects phenomenological philosophy’s interest in how human consciousness emerges through bodily engagement with the world. The fly fisherman does not merely observe the river; he enters into intimate relationship with it, learning its currents, understanding the insects that live within it, positioning his body in precise ways. This embodied knowledge-what later theorists would call “tacit knowledge”-becomes a path to understanding that transcends purely intellectual analysis. The passage’s reference to “words” under the rocks suggests that meaning is not merely linguistic or abstract but embedded in material reality itself.
Deep Time and Geological Consciousness: The quoted passage’s reference to “the basement of time” and rocks shaped by “the world’s great flood” reflects a distinctly modern consciousness of deep geological time. The nineteenth and twentieth centuries witnessed the emergence of geology as a science, fundamentally altering human understanding of Earth’s age and the vast timescales of natural processes. Maclean, writing in the 1970s, could draw on this expanded temporal consciousness. His juxtaposition of human lifespans against geological epochs creates a vertiginous perspective: individual human dramas, however emotionally significant, occur within an almost incomprehensibly vast temporal framework. This perspective offers both humility and a strange comfort-our suffering is real, yet it participates in patterns and processes far larger than ourselves.
The Architecture of the Passage: Language, Water, and Meaning
The quoted passage demonstrates remarkable structural sophistication. It moves through several distinct registers, each building on the previous one. It begins with a statement of convergence (“all things merge into one”), then grounds this abstraction in specific geological imagery (the river, the rocks, the flood). It then introduces the crucial element of language (“the words”), suggesting that human meaning-making is not separate from natural processes but embedded within them.
The passage’s treatment of language proves particularly significant. Maclean suggests that words exist “under the rocks,” implying that language is not a human invention imposed upon nature but rather something discovered within nature itself. This reflects a philosophical position sometimes called “linguistic realism”-the conviction that language participates in the structure of reality rather than merely describing an external world. The phrase “some of the words are theirs” introduces a poignant ambiguity: whose words? The words of the dead? Of previous generations? Of the natural world itself? This deliberate ambiguity prevents the passage from collapsing into sentimentality or easy resolution.
The final sentence-“I am haunted by waters”-shifts from philosophical statement to personal confession. The word “haunted” suggests both the persistence of memory and a kind of spiritual possession. Waters haunt the narrator because they carry within them the accumulated weight of personal and historical experience. The rivers of Montana are not merely geographical features but repositories of meaning, loss, and connection.
Historical Context: Montana in Transition
To fully appreciate Maclean’s meditation, one must understand the historical moment he was documenting and the moment in which he was writing. The narrative portions of A River Runs Through It are set in the early twentieth century, when Montana still retained characteristics of a frontier society. Logging, mining, and fishing were primary economic activities. The landscape remained relatively undeveloped, and the rivers ran wild and free.1 Yet by the time Maclean was writing in the 1970s, this world had largely vanished. Dams had been constructed, forests had been clearcut, and industrial development had transformed the landscape.
Maclean’s meditation on time and permanence thus carries an elegiac quality. He is writing about a world that no longer exists, attempting to preserve it in language even as he acknowledges that preservation is ultimately impossible. The rocks endure, the river continues to flow, but the human world that once engaged with these natural features in particular ways has been swept away. This historical consciousness informs the passage’s philosophical depth: the meditation on time is not merely abstract but rooted in the concrete experience of witnessing cultural and environmental transformation.
The Influence of Maclean’s Scholarship
Maclean’s decades as a university professor studying medieval literature and classical rhetoric directly shaped his literary voice. Medieval literature, particularly works like Dante’s Divine Comedy, demonstrated how personal experience could be transformed into universal philosophical statement through careful attention to language and structure. Classical rhetoric taught him how to construct arguments that operate simultaneously on multiple levels-the logical, the emotional, and the spiritual.
This scholarly background explains why Maclean’s prose, despite its lyrical qualities, never descends into mere sentimentality. Every image carries philosophical weight; every sentence has been carefully constructed. The passage about the river and the rocks is not spontaneous emotional outpouring but the product of deliberate artistic craft applied to genuine feeling.
Legacy and Continuing Resonance
Since its publication, A River Runs Through It has become recognised as an American classic, establishing itself as “one of the most moving stories of our time.”3 The work’s influence extends far beyond literary circles. It has shaped how Americans think about fly fishing, about the relationship between spirituality and nature, and about the possibility of finding meaning through engagement with the natural world. The 1992 film adaptation, whilst necessarily simplifying Maclean’s philosophical complexity, introduced the work to an even broader audience.
The passage quoted here-with its meditation on convergence, time, language, and haunting-represents the culmination of Maclean’s artistic vision. It suggests that human life, despite its apparent fragmentation and tragedy, participates in patterns and processes of profound beauty and significance. The river that runs through Montana also runs through human consciousness, connecting us to geological time, to previous generations, to the natural world, and to each other. In an era of increasing fragmentation and alienation, Maclean’s vision of convergence and connection continues to resonate with readers seeking meaning and wholeness.
References
1. https://www.goodreads.com/book/show/30043.A_River_Runs_Through_It_and_Other_Stories
2. https://bobsbeenreading.com/2024/10/27/a-river-runs-through-it-by-norman-maclean/
3. https://press.uchicago.edu/ucp/books/book/chicago/R/bo3643831.html
5. https://www.bookie.de/de/book/a-river-runs-through-it/9780226500607

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