One version of Oseledets' Multiplicative Ergodic Theorem states that if $\sigma$ is an ergodic measure-preserving transformation of a space $(\Omega,\mathbb P)$ and if $A\colon\Omega\to GL(d,\mathbb R)$ is such that $\log\|A(\omega)\|$
and $\log\|(A(\omega))^{-1}\|$ are integrable, then there exist $k\le d$, $\infty>\lambda\_1>\ldots>\lambda\_k>-\infty$, $d\_1,\ldots,d\_k$ such that $d\_1+\ldots+d\_k=d$ and measurable maps $V\_i\colon\Omega\to \mathcal G(d,d\_i)$ (the Grassmannian of $d\_i$-dimensional subspaces of $\mathbb R^d$) such that:


1. $A(\omega)V\_i(\omega)=V\_i(\sigma(\omega))$ a.s. (equivariance);
2. $V\_1(\omega)\oplus \ldots\oplus V\_k(\omega)=\mathbb R^d$ a.s. (direct sum decomposition);
3. For almost every $\omega$ and all $v\in V\_i(\omega)\setminus\{0\}$, $\frac 1n\log\|A(\sigma^{n-1}\omega)
\cdots A(\omega)v\|\to \lambda\_i$ and $\frac 1n\log \|
A(\sigma^{-n}\omega)^{-1}\cdots A(\sigma^{-1}\omega)^{-1}v\|\to-\lambda\_i$.
4. $\sum\_{i=1}^k d\_i\lambda\_i=\int \log|\det A(\omega)|\,d\mathbb P(\omega)$.


Karlsson and Margulis (in a 1999 paper in CMP) proved a generalization of this theorem, where instead of a matrix cocycle, one has a cocycle mapping into the *semi-contractions* of a Hadamard metric space $(X,d)$: $a\colon \Omega\to SC(X)$ (a semi-contraction being a map of Lipschitz constant at most 1). They prove that given such a cocycle, and a measurable map $b\colon \Omega\to X$, $\lim\_{n\to\infty}\frac 1nd(a(\omega)\circ a(\sigma\omega)\circ a(\sigma^{n-1}\omega)(b(x)),b(x))$ exists a.s; and $a(\omega)\circ a(\sigma\omega)\circ a(\sigma^{n-1}\omega)(b(x))$ shadows a geodesic at a sub-linear distance. 


They then explain how the Oseledets theorem is a corollary of their theorem. Unfortunately, that part of the paper is extremely brief and assumes an understanding of the symmetric space $GL(d,\mathbb R)/O(d)$ (they don't directly describe the metric, but combining some statements in the paper, it appears from the paper that $d(A,B)$ is the Euclidean norm of the logarithms of the singular values of $A^{-1}B$ - I don't know how to prove this is a metric on $GL(d,\mathbb R)/O(d)$ for example; still less how to prove that it satisfies the required non-positive curvature conditions). 



> 
> I'm looking for either a reference carrying out this deduction slowly, explaining explaining the necessary background; or failing that a reference giving enough background to make it feasible to understand the Karlsson-Margulis deduction.
> 



Relationship between Multiplicative Ergodic Theorems
The equivalence of "sublinear shadowing" property and the Oseledec theorem (or, rather, of what is called "Lyapunov regularity") is due to Kaimanovich MR0947327 (89m:22006), and is explained there in detail (actually, this is a purely geometric property which has nothing to do with random products). By the way, your formulation of the Oseledec theorem is incomplete: one should add that (4) the sum of the Lyapunov exponents (taken with their multiplicities) should be equal to the exponent of the determinant (the expectation of $\log\det A(\omega)$).


