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Global Advisors: a consulting leader in defining quantified strategy, decreasing uncertainty, improving decisions, achieving measureable results.

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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.

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Thoughts

Global Advisors’ Thoughts: Leading a deliberate life

Global Advisors’ Thoughts: Leading a deliberate life

By Marc Wilson
Marc is a partner at Global Advisors and based in Johannesburg, South Africa

Download this article at https://globaladvisors.biz/blog/2018/06/26/leading-a-deliberate-life/.

Picket fences. Family of four. Management position.

Mid-life crisis. Meaning. Purpose.

Someone once said that, “At 18, I had all the answers. At 35, I realised I didn’t know the question.”

Serendipity has a lot going for it. Many people might sail through life taking what comes and enjoying the moment. Others might be open to chance and have nothing go right for them.

Some people might strive to achieve, realise rare successes and be bitterly unhappy. Others might be driven and enjoy incredible success and fulfilment.

Perhaps the majority of us become beholden to the momentum of our lives.

We might study, start a career, marry, buy a dream house, have children, send them to a top school. Those steps make up components of many of our dreams. They are steps that may define each subsequent choice. As I discussed this with a friend recently, he remarked that few of these steps had been subject of deliberations in his life – increasingly these steps were the outcome of momentum. Each will shape every step he takes for the rest of his life. He would not have things any other way, but if he knew what he knows now, he might have been more deliberate about choice and consequence…..

Read more at https://globaladvisors.biz/blog/2018/06/26/leading-a-deliberate-life/

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Strategy Tools

PODCAST: Strategy Tools: Growth, Profit or Returns?

PODCAST: Strategy Tools: Growth, Profit or Returns?

Our Spotify podcast explores the relationship between Return on Net Assets (RONA) and growth, arguing that both are essential for shareholder value creation. The hosts contend that focusing solely on one metric can be detrimental, and propose a framework for evaluating business portfolios based on their RONA and growth profiles. This approach involves plotting business units on a “market-cap curve” to identify value-accretive and value-destructive segments.

The podcast also addresses the impact of economic downturns on portfolio management, suggesting strategies for both offensive and defensive approaches. The core argument is that companies should aim to achieve a balance between RONA and growth, acknowledging that both are essential for long-term shareholder value creation.

Read more from the original article – https://globaladvisors.biz/2020/08/04/strategy-tools-growth-profit-or-returns/

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Fast Facts

Selected News

Term: AI harness

Term: AI harness

“A harness (often called an agent harness or agentic harness) is an external software framework that wraps around a Large Language Model (LLM) to make it functional, durable, and capable of taking actions in the real world.” – AI harness

An AI harness is the external software framework that wraps around a Large Language Model (LLM) to extend its capabilities beyond text generation, enabling it to function as a persistent, tool-using agent capable of taking real-world actions. Without a harness, an LLM operates in isolation-processing a single prompt and generating a response with no memory of previous interactions and no ability to interact with external systems. The harness solves this fundamental limitation by providing the infrastructure necessary for autonomous, multi-step reasoning and execution.

Core Functions and Architecture

An AI harness performs several critical functions that transform a static language model into a dynamic agent. Memory management addresses one of the most significant constraints of raw LLMs: their fixed context windows and lack of persistent memory. Standard language models begin each session with no recollection of previous interactions, forcing them to operate without historical context. The harness implements memory systems-including persistent context logs, summaries, and external knowledge stores-that carry information across sessions, enabling the agent to learn from past experiences and maintain continuity across multiple interactions.

Tool execution and external action represents another essential function. Language models alone can only produce text; they cannot browse the web, execute code, query databases, or generate images. The harness monitors the model’s output for special tool-call commands and executes those operations on the model’s behalf. When a tool call is detected, the harness pauses text generation, executes the requested operation in the external environment (such as performing a web search or running code in a sandbox), and feeds the results back into the model’s context. This mechanism effectively gives the model “hands and eyes,” transforming textual intentions into tangible real-world actions.

Context management and orchestration ensure that information flows efficiently between the model and its environment. The harness determines what information is provided to the model at each step, managing the transient prompt whilst maintaining a persistent task log separate from the model’s immediate context. This separation is crucial for long-running projects: even if an AI agent instance stops and a new one begins later with no memory in the raw LLM, the project itself retains memory through files and logs maintained by the harness.

Modular Design and Components

Contemporary harness architectures increasingly adopt modular designs that decompose agent functionality into interchangeable components. Research from ICML 2025 on “General Modular Harness for LLM Agents in Multi-Turn Gaming Environments” demonstrates this approach through three core modules: perception, which processes both low-resolution grid environments and visually complex images; memory, which stores recent trajectories and synthesises self-reflection signals enabling agents to critique past moves and adjust future plans; and reasoning, which integrates perceptual embeddings and memory traces to produce sequential decisions. This modular structure allows developers to toggle components on and off, systematically analysing each module’s contribution to overall performance.

Performance Impact and Practical Benefits

The empirical benefits of harness implementation are substantial. Models operating within a harness achieve significantly higher task success rates compared to un-harnessed baselines. In gaming environments, an AI with a memory and perception harness wins more games than the same AI without one. In coding tasks, an AI with a harness that runs and debugs its own code completes programming tasks that a standalone LLM would fail due to runtime errors. The harness essentially compensates for the model’s inherent weaknesses-lack of persistence, inability to access external knowledge, and propensity for errors-resulting in markedly improved real-world performance.

Perhaps most significantly, harnesses extend what an AI can accomplish without requiring model retraining. Want an LLM to handle images? Integrate a vision module or image captioning API into the harness. Need mathematical reasoning or complex logic? Add the appropriate tool or module. This extensibility makes harnesses economically valuable: two products using identical underlying LLMs can deliver vastly different user experiences based on the quality and sophistication of their respective harnesses.

Evolution and Strategic Importance

As AI capabilities have advanced, harness design has become increasingly critical to product success. The harness landscape is dynamic and evolving: popular agents like Manus have undergone five complete re-architectures since March 2024, and even Anthropic continuously refines Claude Code’s agent harness as underlying models improve. This reflects a fundamental principle: as models become more capable, harnesses must be continually simplified, stripping away scaffolding and crutches that are no longer necessary.

The distinction between orchestration and harness is worth noting. Orchestration serves as the “brain” of an AI system-determining the overall workflow and decision logic-whilst the harness functions as the “hands and infrastructure,” executing those decisions and managing the technical details. Both are critical for complex AI agents, and improvements in either dimension can dramatically enhance real-world performance.

Related Theorist: Allen Newell and Cognitive Architecture

Allen Newell (1927-1992) was an American cognitive scientist and computer scientist whose theoretical framework profoundly influences contemporary harness design. Newell’s “Unified Theories of Cognition” (UTC), published in 1990, proposed that human cognition operates through integrated systems of perception, memory, and reasoning-three faculties that work in concert to enable intelligent behaviour. This theoretical foundation directly inspired the modular harness architectures now prevalent in AI research.

Newell’s career spanned the emergence of cognitive science as a discipline. Working initially at the RAND Corporation and later at Carnegie Mellon University, he collaborated with Herbert Simon to develop the “Physical Symbol System Hypothesis,” which posited that physical symbol systems (such as computers) could exhibit intelligent behaviour through the manipulation of symbols according to rules. This work earned Newell and Simon the Turing Award in 1975, recognising their foundational contributions to artificial intelligence.

Newell’s UTC represented his mature synthesis of decades of research into human problem-solving, learning, and memory. Rather than treating perception, memory, and reasoning as separate cognitive modules, Newell argued they must be understood as deeply integrated systems operating within a unified cognitive architecture. This insight proved prescient: modern AI harnesses implement precisely this integration, with perception modules processing environmental information, memory modules storing and retrieving relevant context, and reasoning modules synthesising these inputs into coherent action sequences.

The connection between Newell’s theoretical work and contemporary harness design is not merely coincidental. Researchers explicitly cite Newell’s framework when justifying modular harness architectures, recognising that his cognitive science insights provide a principled foundation for engineering AI systems. In this sense, Newell’s work from the 1980s and early 1990s anticipated the architectural requirements that AI engineers would discover empirically decades later when attempting to build capable, persistent, tool-using agents.

References

1. https://parallel.ai/articles/what-is-an-agent-harness

2. https://developer.harness.io/docs/platform/harness-aida/aida-overview

3. https://arxiv.org/html/2507.11633v1

4. https://hugobowne.substack.com/p/ai-agent-harness-3-principles-for

5. https://dxwand.com/boost-business-ai-harness-llms-nlp-nlu/

6. https://www.anthropic.com/engineering/effective-harnesses-for-long-running-agents

"A harness (often called an agent harness or agentic harness) is an external software framework that wraps around a Large Language Model (LLM) to make it functional, durable, and capable of taking actions in the real world." - Term: AI harness

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