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GLOBAL - The extra returns for holding shares over risk-free assets will fall by nearly one third from present levels, making a reliance on equities by pension funds "a pretty dangerous strategy", according to new research by the London Business School....
JAPAN - The adoption of new benchmarks by some Japanese pension funds is set to boost their holdings of emerging markets shares, says Goldman Sachs Investment Research.
GLOBAL - The Chinese could challenge Americans as the world's largest consumers by 2025, and will more than compensate for any US sluggishness, Goldman Sachs Asset Management chairman Jim O'Niell believes.