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Globe editors have posted this research report with permission of S&P Dow Jones Indices. This should not be construed as an endorsement of the report's recommendations. For more on The Globe's disclaimers please read here. The following is excerpted from the report:

Emerging markets play a vital and expanding role in the global economy. According to IMF estimates, the combined output of emerging economies is expected to account for more than half of the world's GDP by 2019 on the basis of purchasing power, representing nearly twice its share in 1990.

As emerging economies mature, the investment landscape, opportunity sets, and the types of strategies available to investors are changing as well. In particular, over the past decade, yield-based emerging market investment strategies have appeared as a source of not only risk access to emerging markets but also enhanced income.

While there is no shortage of research highlighting the potential benefits of emerging markets in an investor's portfolio, little research has been conducted on emerging market dividends. We aim to fill this void by examining the role of dividends in generating total return in emerging markets.

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