Nigeria is Africa’s most populous country and is in the western part of the African continent (Wright & Okolo, Reference Wright, Okolo and Wright2018). Nigeria also has the most diverse culture in Africa, with more than 250 local languages. The most dominant tribes in Nigeria are the Yoruba, Fulani and/or Hausa, and the Igbo in the western, northern, and eastern parts of the country, respectively (Falola & Heaton, Reference Falola and Heaton2008). There is very limited documented socio-demographic information on sexual minority and gender diverse (SMGD) people in Nigeria. This is unsurprising, as Nigeria, like most African countries, does not afford SMGD individuals and their communities equal rights and protections before the law. Relatedly, there is a paucity of research involving SMGD people and their communities in Nigeria. The goal of this chapter is to review the limited research available on the lived experiences of SMGD people in Nigeria and present detailed recommendations for future research on individual well-being and the role of perceived social support and dyadic coping in relation to SMGD individuals and relational well-being.
While little is known about the intervening variables/factors that mediate/moderate the lived experiences of SMGD persons in Nigeria and the association between minority stress and individual and relational well-being of Nigerian SMGD people, this chapter relies on work done and/or ongoing by the author(s) and the findings of other scholars in Nigeria (e.g., Oginni et al., Reference Oginni, Okanlawon and Ogunbajo2021; Ogunbado, Reference Ogunbado2012; Ogunbajo et al., Reference Ogunbajo, Iwuagwu, Williams, Biello, Kahler, Sandfort and Mimiaga2020, Reference Ogunbajo, Iwuagwu, Williams, Biello, Kahler, Sandfort and Mimiaga2021, Reference Ogunbajo, Oginni, Iwuagwu, Williams, Biello and Mimiaga2022a, Reference Ogunbajo, Oke, Okanlawon, Abubakari and Oginni2022b; Olanrewaju et al., Reference Olanrewaju, Ruth and Kehinde2015).
The chapter begins with a historical overview of the broader legal, social, and cultural contexts that shape the lived experiences of SMGD persons and communities in Nigeria. Then, the chapter outlines the limited literature on the experience of minority stress and its correlates with individual well-being. The chapter concludes with recommendations for future research on individual well-being and the role of perceived social support and dyadic coping in relation to SMGD individuals and relational well-being.
Authors’ Positionalities
The lead author identifies as a black Nigerian, a middle-career academic, and a cisgender heterosexual male who is married with two children. He is a Clinical Psychologist and a registered member of the organized body of Psychology in both Nigeria and South Africa. The first author sought knowledge about SMGD people during his academic career, especially during his postdoctoral fellowship training under the mentorship of the second author.
The second author identifies as a white, cisgender, gay male, who is married, without children. A registered Clinical and Research Psychologist, he is a late-career academic and a Research (Full) Professor at the largest open, distance, e-learning university in (South) Africa, situated in Gauteng province, the country’s economic heartland. Both listed authors worked as a team, having regular discussions and sharing resources/materials to ensure that the chapter development was guided by their collective cultural knowledge and expertise.
Nigeria’s Historical Context and Policies Related to SMGD Individuals
History testifies to the existence of homosexuality in the Nigerian precolonial era, and no records of Africans attacking or killing people because of their sexual orientations.
Nigeria, like most other countries in Africa, has a long history of having SMGD citizens and expressions of diverse sexual orientations and gender identities (Alimi, Reference Alimi2015). Today, the popular assumption among Nigerians, and Africans in general, is that the acceptance of SMGD people is a western imposition on African communities (Mohammed, Reference Mohammed2019). Many Africans believe that minority sexual orientations are “un-African” and an imported culture/learned behavior, yet the existence of SMGD individuals predates the colonial era in Nigeria (Alimi, Reference Alimi2015).
Alimi (Reference Alimi2015) identified ancient words (such as “adofuro,” “Lakiriboto,” “Ălàgbedemeji,” “Yan Daudu,” and many more) that described the existence of same-sex sexuality in Nigeria in the pre-colonial era that dates to 1900. While the words may appear derogatory, they adequately describe the existence of SM and GD individuals in ancient times. The precolonial era, dating from before the 1900s, marked the native understanding of SMGD individuals and their identities as abnormal ways of life caused by an “evil spirit” (Alimi, Reference Alimi2015) in a similar manner that mental illness was demonized during the period before the 1900s (Labinjo et al., Reference Labinjo, Serrant, Ashmore and Turner2020). Yet, evidence suggests that SMGD persons in Nigeria lived in harmony with their heterosexual counterparts before the arrival of the colonial masters (Onanuga & Schmied, Reference Onanuga and Schmied2020).
All dominant tribes in Nigeria (i.e., the Yoruba, Fulani and/or Hausa, and Igbo) had and still have their own historical cultural understanding of diverse sexual orientations and gender identities. For example, ancient Yoruba identified SMs as “adofuro” (a Yoruban word that means someone who engages in anal sex) and GD individuals as “Lakiriboto” (absence of binary gender assignment at birth, due to ambiguous external genitalia) and/or “Ălàgbedemeji” (a person with a combination of penile and vaginal characteristics) (Alimi, Reference Alimi2015). Similarly, a historical reference to the Hausa and/or Fulani of Northern Nigeria revealed that northerners identified SMGD persons with the descriptive name, Yan Daudu (in the Hausa language, meaning that men are considered “wives” to men). The Yan Dauda communities were typically same-sex attracted men, who thrived (and still thrive) in Northern Nigeria (Alimi, Reference Alimi2015). Yan Dauda communities were overtly effeminate in their everyday activities and deeds, such that Hausa and/or Fulani communities normalized members of these communities by attributing feminine societal roles and expectations (Alimi, Reference Alimi2015). Evidence suggests that Yan Dauda communities peacefully cohabited with their heterosexual counterparts without any form of stereotype or discrimination (Onanuga & Schmied, Reference Onanuga and Schmied2020). The long history of SMGD persons and communities in Nigeria is significant in debunking misconceptions about SMGD people today. This history suggests that SMGD persons in Nigerian cultures precede Western invasion or colonization, that took place in the 1900–1960s.
Historically, and to the present moment, Nigerian culture recognized mainly patriarchal practices that create gender inequality between men and women. Women’s “feminine” attributes were (and still are) undervalued, while men’s “masculine” attributes were (and still are) considered superior or privileged. Females attracted to the same sex were more tolerated in Nigerian communities than were males attracted to other males (Azuah, Reference Azuah, Thoreson and Cook2011). Colonizers reshaped related attitudes and perceptions of homosexuality in Nigeria through religious and cultural means (Ogunbado, Reference Ogunbado2012). For instance, the choice of the terminology “sodomy” in the anti-homosexuality (Sharia) law in Northern Nigeria reflects how religious sentiments were centered in the law. Although the Sharia law mainly applies to individuals who are Muslims or voluntarily consented to the jurisdiction of the law living in 12 northern states of Nigeria (Bauchi, Borno, Gombe, Jigawa, Kaduna, Kano, Katsina, Kebbi, Niger, Sokoto, Yobe, and Zamfara), the concept of “sodomy” refers to different understandings across the states. For example, in Kaduna and Yobe, a sodomy offence occurs when an individual has anal coitus with any man. In Kano and Kastina, sodomy refers to a person who has anal intercourse with a man or woman. However, the Bauchi, Gombe, Jigawa, Sokoto, and Zamfara states constructed sodomy as a carnal relationship against the “order of nature” with any man or woman. Colonialists also used religion to trivialize Nigerian culture/traditions and to set a new hetero-cis-normative benchmark of what was socially and sexually acceptable (Kalende, Reference Kalende2014). Anti-homosexuality laws were introduced to Africa by colonialists (Kalende, Reference Kalende2014; Ogunbado, Reference Ogunbado2012). Traditional village courts, the bastion for conflict resolution and determination of what was socially acceptable, were replaced with the European Penal Code system, that then introduced the criminalization of homosexuality (Kalende, Reference Kalende2014).
In summary, the historical context of Nigeria and the policies related to SMGD persons differ before and during the colonial rule in Nigeria. During the precolonial era, there were misconceptions in understandings of SMGD persons; however, there was peaceful coexistence between heterosexual and SMGD persons. In the colonial era, colonialists negatively altered attitudes and perceptions of homosexuality through religious means and cultural adulteration. The next section provides an overview of the modern socio-political context and the lived experiences of SMGD persons in Nigeria.
Current Socio-political Context for SMGD People in Nigeria
The complex current socio-political landscape of Nigeria for SMGD populations is marked by a series of pivotal events, as chronologically outlined in this section. In 2005, at the International Conference on AIDS and Sexually Transmitted Infections in Africa (ICASA) held in Nigeria, the then Minister of Justice announced that Chief Olusegun Obasanjo (former President of Nigeria between 1999 and 2007) was advocating for a law that prohibits same-sex practices. In reaction, ICASA delegates made recommendations to legalize same-sex marriage to ensure adequate counseling and accountability for SMGD communities with the aim of reducing HIV/AIDS infections within SMGD communities, but this attempt failed (Olanrewaju et al., Reference Olanrewaju, Ruth and Kehinde2015). In 2006, the Nigerian Federal Executive Council proposed the Same-sex Marriage Prohibition Bill (SSMPB) as an urgent measure to safeguard heteronormative values. The Bill attracted global condemnation and was rejected (Omilusi, Reference Omilusi2021). Yet, a year after the first failed attempt, the SSMPB was passed in Parliament.
The Same-sex Marriage Prohibition Act (SSMPA) states that “Persons who enter into a same-sex marriage contract or civil union commit an offence and are each liable on conviction to a term of 14 years in prison.” The SSMPA, furthermore, states that:
Any person who registers, operates, or participates in gay clubs, societies and organizations or directly or indirectly makes public show of same-sex amorous relationships in Nigeria commits an offence and shall each be liable on conviction to a term of 10 years in prison.
This law only relates to those with SM orientations and does not mention those with GD identities. Persons or organizations that provide support to SMGD persons and communities are similarly liable to be charged in court and risk being imprisoned (SSMPA, 2013). Research reveals that this anti-homosexuality law has significantly and negatively impacted SMGD persons and communities as the attitudes and dispositions of some discriminating heterosexuals have hardened after the enactment (Olaseni & Nel, Reference Olaseni and Nel2022). Olaseni and Nel (Reference Olaseni and Nel2022) suggest that the anti-homosexuality law has exerted significant biopsychosocial crises in the lives of SMGD individuals living in Nigeria during the period 2014–2022. Findings indicate that, after the enactment of the anti-homosexuality law in Nigeria, there was a significant deterioration in perceived health and increased psychological (depressive, anxiety, and stress-related) symptoms among SMGD persons (Olaseni & Nel, Reference Olaseni and Nel2022). Other research into the psychosocial implications of the anti-homosexuality law on SMGD persons suggest the legitimization of SMGD-related sexual harassment and violence (Adie, Reference Adie2019; Giwa et al., Reference Giwa, Logie, Karki, Makanjuola and Obiagwu2020); extortion (Human Rights Watch, 2016); internalized homophobia (Oginni et al., Reference Oginni, Mapayi, Afolabi, Obiajunwa and Oloniniyi2020); depression (Ogunbajo et al., Reference Ogunbajo, Iwuagwu, Williams, Biello, Kahler, Sandfort and Mimiaga2020); anxiety (Makanjuola et al., Reference Makanjuola, Folayan and Oginni2018); suicidal intent/ideation/behavior (Oginni et al., Reference Oginni, Mapayi, Afolabi, Obiajunwa and Oloniniyi2020); and social discriminations (Makanjuola et al., Reference Makanjuola, Folayan and Oginni2018).
Synthesis of Findings Relating to Minority Stress and Individual and Relational Well-being
Although research is limited, this section provides empirical links between individual and relational well-being and minority stress experiences of SMGD persons and communities in Nigeria.
Nigeria has an oppressive climate for SMGD individuals because SMGD persons and their communities face persistent social, legal, and healthcare constraints (Ogunbajo et al., Reference Ogunbajo, Iwuagwu, Williams, Biello, Kahler, Sandfort and Mimiaga2020; SSMPA, 2013). Minority stress is prevalent in SMGD communities in Nigeria (Ogunbajo et al., Reference Ogunbajo, Iwuagwu, Williams, Biello, Kahler, Sandfort and Mimiaga2021). Experiences of minority-based stress negatively affect individual and relational well-being (Ogunbajo et al., Reference Ogunbajo, Iwuagwu, Williams, Biello, Kahler, Sandfort and Mimiaga2020; Vale & Bisconti, Reference Vale and Bisconti2021). Indeed, the overall poor well-being of SMGD persons and communities, especially on the African continent, are increasingly recognized as serious public health concerns (Ogunbajo et al., Reference Ogunbajo, Iwuagwu, Williams, Biello, Kahler, Sandfort and Mimiaga2020).
Individual Well-being
Internalized Homo, Bi-, and/Transphobia
Anticipated stigmatization is the assumption of prejudice or being subjected to discrimination by others in the near future due to the self-identification with SMGD communities (Ogunbajo et al., Reference Ogunbajo, Iwuagwu, Williams, Biello, Kahler, Sandfort and Mimiaga2021). Nigerian socio-cultural climates have been associated with symptoms of anxiety and depression, that may lead to the anticipated stigma confronting SMGD people in Nigeria. Internalization of stigma is higher in hetero-cis-normative environments or climates where SMGD individuals are socially unacceptable and/or illegal because of the anticipated difficulties associated with the disclosure and/or discovery of such minority identities (Ogunbajo et al., Reference Ogunbajo, Iwuagwu, Williams, Biello, Kahler, Sandfort and Mimiaga2021).
Aside from stigma that impacts minority stress among SMGD persons in Nigeria (Ogunbajo et al., Reference Ogunbajo, Iwuagwu, Williams, Biello, Kahler, Sandfort and Mimiaga2021), internalized homo-, bi-, and/or transphobia (otherwise known as internalized oppression) is often positively associated with minority stress (Oginni et al., Reference Oginni, Mapayi, Afolabi, Obiajunwa and Oloniniyi2020). Internalized homo-, bi-, and/or transphobia and internalized oppression are constructs used interchangeably, as both involve self-directed negative feelings toward one’s SMGD self-identification due to external influence (Olaseni et al., Reference Olaseni, Oguntayo and Nel2024). The expressions or manifestations of internalized oppression are diverse and most SM persons with internalized oppression present with any or a combination of the following symptoms: Self-hate (feelings of displeasure with oneself due to being a SM); strong willingness to change one’s identity or sexual orientation to heterosexuality; and feelings of being inferior to heterosexuals (Oginni et al., Reference Oginni, Mapayi, Afolabi, Obiajunwa and Oloniniyi2020).
Discriminatory attitudes toward SMGD persons and communities, together with the criminalization of SM orientations in Nigeria, play a dominant role in the construction and disposition of SMGD identities as undesired, and are bound to culminate in internalized oppression and impact the association between experiences of minority stress and well-being. Oginni et al. (Reference Oginni, Mapayi, Afolabi, Obiajunwa and Oloniniyi2020) investigated internalized homophobia, coping strategies, and the relationship with the quality of life of 89 SM men across Nigeria. The reported mean age of the SM men who participated was 26.2 years, and the majority (83.0%) of the SM men had tertiary education and 55.1% of the SM men were unemployed (inclusive of undergraduate students), while 6.8% were in heterosexual marriages. The Oginni et al. (Reference Oginni, Mapayi, Afolabi, Obiajunwa and Oloniniyi2020) study asserts that internalized oppression, generally, as well as specific aspects thereof (i.e., public identification, perception of stigma, and social comfort) negatively impact the quality-of-life of SMs. These authors state that some dimensions of internalized oppression, such as moral and religious unacceptability, in particular, detract from SM quality-of-life (Oginni et al., Reference Oginni, Mapayi, Afolabi, Obiajunwa and Oloniniyi2020).
The implication of the aforementioned is that the quality-of-life of SMGD persons and communities can be improved through increased SMGD community identification and social comfort, as well as moral and religious acceptability, and the reduction of perceptions of stigma. Improved quality-of-life of SMGD persons could also alleviate minority stress (Oginni et al., Reference Oginni, Mapayi, Afolabi, Obiajunwa and Oloniniyi2020).
Stress Symptoms
General stress is usually the mental, emotional, and physical response to cognitive pressures that results due to the presence of triggers (Horowitz, Reference Horowitz2011). Stress is characterized by the presence of any or a combination of the following symptoms: Worries or tension, feelings of inadequacy, being overwhelmed or burdened, sadness, nervous feelings, loss of interest, irritability, aggression, and many others (Horowitz, Reference Horowitz2011). Olaseni et al. (Reference Olaseni, Oguntayo and Nel2024) collected data between November 2020 and May 2021 among 241 participants (61.4% heterosexuals and 38.6% bisexuals in mixed-romantic marriages). A majority (63.5%) of participants were middle-aged (36–64 years) and, education wise, the majority of the participants (40.7%) had secondary school certificates. Olaseni et al. (Reference Olaseni, Oguntayo and Nel2024) found a positive association between general stress and minority stress among the respondents in romantic relationships – consensual, traditional, or legal unions between partners of unmatched sexual orientations in which one identifies as heterosexual and the other as SM, such that 4% of the stress experienced by partners in these mixed-orientation relationships was accounted for by the experience of minority stress. Notably, in the Nigerian context, such mixed orientation romantic relationships are regarded as a covert intimate relationship with a SMGD person and an overt emotional/legal relationship with a heterosexual partner (Olaseni et al., Reference Olaseni, Oguntayo and Nel2024).
The criminalization of SM people living in Nigeria (SSMPA, 2013) perpetuates general stress among SMGD persons and communities (Olaseni & Nel, Reference Olaseni and Nel2022). These stressors include social threats given that SMGD people/communities are repeatedly tortured and blackmailed by Nigerian police (Azuah, Reference Azuah, Thoreson and Cook2011; Giwa et al., Reference Giwa, Logie, Karki, Makanjuola and Obiagwu2020). Without a warrant, police authorities often arrest patrons at men- or women-only parties and force them to confess to having an SM identity. Officers often do not press charges, instead, directing alleged perpetrators to “bail themselves out” with an average cost of N25,000 ($60; Giwa et al., Reference Giwa, Logie, Karki, Makanjuola and Obiagwu2020).
Anxiety Symptoms
One of the prevalent mental health problems in Nigerian SMGD persons is anxiety symptoms (Oginni et al., Reference Oginni, Alanko, Jern and Rijsdijk2022; Olaseni et al., Reference Olaseni, Oguntayo and Nel2024). Anxiety symptoms are characterized by a persistent feeling of agitation, nervousness, an imminent risk of danger or injury, palpitations or increased heartbeat, excessive sweating, trembling, inattention, insomnia, impulsive worries, and many others (Tamba, Reference Tamba2020). After the enactment of the anti-homosexuality law in 2014, there was a significant increase in anxiety symptoms among SM persons in Nigeria (Olaseni & Nel, Reference Olaseni and Nel2022). Recent research findings reveal that minority stress among SM persons is associated with persistent feelings of anxiety (Ogunbajo et al., Reference Ogunbajo, Iwuagwu, Williams, Biello, Kahler, Sandfort and Mimiaga2021; Vale & Bisconti, Reference Vale and Bisconti2021).
In the earlier mentioned study, Olaseni et al. (Reference Olaseni, Oguntayo and Nel2024) examined the impact of mixed orientation relationships on psychological distress. Findings show that internalized oppression was one of the key indicators of minority stress, significantly predicting anxiety symptoms in 32% of the SM participants in the study (Olaseni & Nel, Reference Olaseni and Nel2022; Olaseni et al. Reference Olaseni, Oguntayo and Nel2024).
Depressive Symptoms
Depression is another common psychological problem associated with the experience of minority stress for those living in Nigeria (Ogunbajo et al., Reference Ogunbajo, Iwuagwu, Williams, Biello, Kahler, Sandfort and Mimiaga2021; Olaseni et al., Reference Olaseni, Oguntayo and Nel2024). Olaseni and Nel (Reference Olaseni and Nel2022) found that internalized oppression (an indicator of minority stress) experienced by SM persons who were indirectly being coerced into heterosexual romantic relationships to “pass,” following the enactment of the anti-homosexuality law in Nigeria (SSMPA, 2013), significantly predicted depressive symptoms.
Physical and Emotional Abuse
Abuse is one of the dominant social phenomena that correlates with minority stress among SMGD people in Nigeria (Adie, Reference Adie2019; Giwa et al., Reference Giwa, Logie, Karki, Makanjuola and Obiagwu2020). Studies and public opinion polls suggest that the passage of the anti-homosexuality law was immediately followed by extensive media reports of high levels of violence, including mob attacks. In early 2014, an estimated 50 residents of Gishiri village in Abuja attacked 14 men who were together in an apartment, suspected of being SM, with various weapons, such as machetes, whips, and metal wires. The attackers were caught on camera chanting “We are doing Jonathan’s [former President] work: Cleansing the community of gays.” Hostile communities assumed that violence toward SM persons in their locality was legal (Human Rights Watch, 2016) due to the existence of the anti-homosexuality law that criminalizes same-sex sexuality in Nigeria.
The enactment of the Nigerian anti-homosexuality law (SSMPA, 2013) was reported by various studies to have aided not only physical abuse, but also emotional/psychological abuse (Adie, Reference Adie2019; Giwa et al., Reference Giwa, Logie, Karki, Makanjuola and Obiagwu2020; Ogunbajo et al., Reference Ogunbajo, Iwuagwu, Williams, Biello, Kahler, Sandfort and Mimiaga2021; Vale & Bisconti, Reference Vale and Bisconti2021). In other words, sexual assaults, and abuse of SMGD persons, became legitimized in Nigeria. SMGD persons and communities in the country have reportedly been harassed, molested, and raped by heterosexuals without consequences (Adie, Reference Adie2019; Giwa et al., Reference Giwa, Logie, Karki, Makanjuola and Obiagwu2020).
Substance Use and Abuse
Substance use and abuse is yet another intervening factor that mediates the relationship between minority stress and sexual risk among Nigerian SM men. The study by Ogunbajo et al. (Reference Ogunbajo, Iwuagwu, Williams, Biello, Kahler, Sandfort and Mimiaga2020) tested whether psychological problems and substance use mediated the relationship between minority stress and HIV sexual risk-taking. The authors found that psychological problems, such as drug use behavior, mediated the negative association between minority stress and HIV sexual risk-taking. In other words, the use and abuse of any illicit drug or substance increases minority stress experience, as well as sexual risk-taking behavior.
Relational Well-being
Given the oppressive socio-political climate in Nigeria in which homosexuality is criminalized, it is important to operationalize the term “romantic relationship” in this context. In Nigeria, romantic relationships refer to mutual, voluntary, and active, but mostly covert interactions between two (or more) SMGD persons. A romantic relationship can be between someone who identifies as SMGD and a person (or persons) who identifies as heterosexual, characterized by expressions of intimacy and shared affection. The oppressive climate in Nigeria that derecognizes SMGD romantic relationships/marriages (Human Rights Watch, 2016) invariably compels SMGD individuals to “pass,” that is, where SMGD persons settle into heterosexual romantic relationships of convenience for the purpose of heterosexual normative acceptance/approval (Olaseni et al., Reference Olaseni, Oguntayo and Nel2024). This may shed light on why so many SMGD persons in relationships report prevailing experiences of minority stress.
Another type of romance evident among SMGD persons in Nigeria is transactional romance. Transactional romance is defined as a romantic relationship between two parties that began with mutual understandings and an agreement of having romantic interplay in exchange for material things or objects, such as cash/money, the provision of shelter, food, or any other valuable items (McMillan et al., Reference McMillan, Worth and Rawstorne2018). Transactional romance or any form of romantic relationships among SMGD persons living in Nigeria implicitly comes with the burden of minority stress.
Although there is limited research on SMGD populations in Nigeria, available findings suggest SMGD persons and communities are at higher risk of social, psychological, and healthcare discrimination (Makanjuola et al., Reference Makanjuola, Folayan and Oginni2018). Such an understanding informs our recommendations for future directions in the field.
Future Directions
The chapter discussed how minority stress has a negative association with individual well-being (specifically anticipated stigmatization, internalized oppression, general stress, anxiety, depressive symptoms, and substance use and abuse) for SMGD individuals living in Nigeria. For future directions, we emphasize the importance of addressing minority stress and providing proactive support for individuals in SMGD communities to promote their individual and relational well-being and mental health. Specifically, we offer recommendations for research, advocacy/education and awareness, mental health services, and community engagement and supportive relationships in Nigeria.
Research
More research on SMGD people living in Nigeria will improve our knowledge of their lived experiences. In general, there is a paucity of research on SMGD populations in Nigeria. Especially little is known about a wide range of factors associated with individual or relational well-being of the SM and GD persons and communities in Nigeria. Thus, we make recommendations for future research in several areas.
Intersectionality and Lived Experiences
Given the current limited socio-demographic information, researchers are encouraged to deeper investigate the impact of demographic intersectionality of SMGD people. The intersections of gender, ethnicity, socio-economic status, and other identity factors can profoundly provide information on SMGD individual and relational well-being. Understanding these intersections can lead to more tailored and inclusive resources that will help the physical and mental health of SMGD persons. For example, in a recent global survey that explored the average share of SMGD population nets and their visibility (socio-demographic information) across different countries, the data pertaining to the Nigerian SM and GD populations were not captured (Ipsos, 2023). This is evidence that future research should focus on providing socio-demographic data, intersectionality, and the visibility of SMGD populations across the country.
Relational Well-being
It is important that future research prioritizes collecting comprehensive data on relational well-being of SMGD persons in romantic relationships in Nigeria. There are limited studies that have identified stressors that affect the lived experiences of SMGD persons in relationships (e.g., Ogunbajo et al., Reference Ogunbajo, Iwuagwu, Williams, Biello, Kahler, Sandfort and Mimiaga2020, Reference Ogunbajo, Iwuagwu, Williams, Biello, Kahler, Sandfort and Mimiaga2021; Vale & Bisconti, Reference Vale and Bisconti2021), including the prohibition of the open display of affection, disclosure of romantic relationships, and lack of provision of any form of social support, leading to the experience of intimate partner violence (Olaseni et al., Reference Olaseni, Oguntayo and Nel2024). Academics and/or researchers should channel their research interests into exploring factors such as relationship satisfaction, relationship-based stress, and dissolution processes.
Additionally, academic research should prioritize collecting comprehensive data on dyadic coping skills and/or strategies in relationships of SMGD persons, examining various dimensions of these partnerships, including relationship duration, communication patterns, relationship satisfaction, conflict resolution strategies, and intra-relationship conflict management. Globally, dyadic coping mechanisms have been proven effective in buffering the overall well-being of SMGD persons in romantic relationships (Scott et al., Reference Scott, Pulice-Farrow, Do, Brunett and Balsam2023; Sullivan et al., Reference Sullivan, O’Leary and Davila2023; Totenhagen et al., Reference Totenhagen, Randall, León and Carroll2023). Having related data can be very instrumental in understanding the unique challenges facing SMGD couples in relationships. To address this gap, future research should focus on data collection interests that aim to provide insight into the nuances of SMGD partners’ experiences in Nigeria, the factors influencing their relational well-being, and the potential implications for well-being and mental health resources.
Mindful of the intricate socio-political climate impacting SMGD communities in Nigeria, there exists a crucial and compelling need for further research into the mediating and/or direct roles of social support in shaping SMGD lived experiences. Providing insight through comprehensive research into the delicate ways in which social support mechanisms impact the well-being and resilience of SMGD couples/partners is vital for informing policies and addressing the unique challenges of SMGD populations in romantic relationships.
Methods
There is a paucity of longitudinal studies that explore and document stage-by-stage developmental processes and changes in what is important for the in-depth understanding of SMGD persons in dyadic relationships across time and events. Investigations of how relationships evolve, adapt, and potentially manage dyadic stressors and resilience-building are important in the face of the draconic anti-homosexuality law that has caused a wide range of personal and relational problems. Similarly, while there is a paucity of literature on SMGD persons and communities in Nigeria, in general, most of the articles that emanate from Nigeria focus mainly on SM persons, with a limited number of articles exploring the lived experiences of GD persons. Extra efforts can be directed toward GD persons in Nigeria when conceptualizing the need to investigate the well-being of SMGD populations in the country.
In Nigeria, there is no documented data or information that examines the mediating role of dyadic coping skills or strategies in the association between some psychosocial factors and individual and relational well-being. Future research should focus on mediation analysis. This would help uncover the underlying mechanisms and processes that affect relationship quality and overall well-being of SMGD persons and communities. Potential predictors could include personal/individual well-being (such as Outness as SMGD, SMGD positive identity, connectedness to SMGD communities, SMGD-related stress, emotional distress, suicidality, discrimination, and internalized stigma). Mediators could include dyadic coping strategies and social support, while the criterion may involve relational well-being (such as perception of relationship quality, couple resilience, and the measure of how partners cope with stress related to sexual orientation). In addition, while conceptualizing further research, a novel approach (e.g., structural equation model, case studies, and/or mixed design) should be considered as not much is known about the role of some personal and/or relational variables (such as, social support/dyadic coping) in the association between minority stress and individual/relational well-being.
Advocacy/Education and Awareness
We recommend promoting education and awareness of the challenges of SMGD persons and communities in Nigeria, including information about minority stress that affects individual and/or relational well-being. This can help reduce prejudice and increase understanding, fostering a more inclusive and supportive climate/environment. Advocating for and supporting the implementation of anti-discrimination policies in schools, workplaces, healthcare settings, and other institutions is recommended. Doing so could protect SMGD individuals from discrimination based on their sexual orientation, gender identity, and/or expression.
Mental Health Services
Specialists in Nigeria should ensure that mental health services are inclusive and accessible to SMGD individuals. Providing training to mental health professionals on the unique challenges faced by these communities, by experts experienced in working with SMGD persons on a global scale, and creating a safe and supportive environment for therapy and counseling, are essential. Even in the face of the anti-homosexuality law in Nigeria, the codes and ethics of practice encourage allegiance to the well-being of all clients/service users (American Psychological Association, 2016). Clinicians working with SMGD persons in romantic relationships could also be educated on how individuals could cope with experiences of minority stress. The activities and practices of health services in Nigeria are solely guided by the policies of the Nigerian Ministry of Health. Therefore, policymakers are encouraged to critically consider the identified psychosocial variables that influence minority stress among SMGD persons and change policies that harm SMGD people living in Nigeria.
Community Engagement and Supportive Relationships
Encouragement of community engagement would help SMGD persons find a sense of belonging, empowerment, and solidarity to buffer the current oppressive Nigerian climate for SMGD people. Despite the socio-political context that criminalizes and forbids support for SMGD persons and communities, there are some designated non-governmental organizations that provide health-related support to SMGD persons and communities. Supportive relationships between SMGD individuals and their friends, families, and colleagues could also play a crucial role in creating inclusive environments and reducing minority stress by challenging discrimination and providing support.
In closing, it is essential to reflect on the needs and experiences of SMGD persons and communities and work toward creating a more inclusive and supportive society for all in Nigeria.
A recent global survey determined that 9% of respondents in South Africa self-identify as sexual minority and gender diverse (SMGD) persons, with 7% identifying as a SM, and 2% identifying as transgender/nonbinary/gender nonconforming/gender-fluid (Ipsos, 2023). Notably, most countries in Africa do not afford SMGD individuals and their communities equal rights and protections before the law. In fact, most African countries not only criminalize SMGD persons, but some even impose the death penalty on those found guilty of prohibited sexual acts (Academy of Science of South Africa [ASSAf], 2015; ILGA World, 2020). Recent developments in Cameroon, Kenya, Nigeria, and Uganda suggest that negative attitudes toward SMGD people in Africa may be intensifying. In this regard, at least on paper, South Africa, with its progressive constitutional and legal frameworks, seems to be starkly out of step with the rest of the continent.
This chapter begins with a presentation of a historical background and policies as they relate to SMGD people in South Africa. Next, we discuss the current socio-political climate of South Africa as it impacts the lives of SMGD individuals. We then discuss research literature that examines the association between minority stress and individual and relational well-being for SMGD people in South Africa. Noting that the research about SMGD people in South Africa is limited, especially when it comes to studies that include gender diverse (GD) persons or focus on SMGD relational experiences, we conclude the chapter with detailed recommendations for future research in South Africa. The primary goal of this chapter is, therefore, to present future directions for research and interventions related to SMGD individual and relational well-being in South Africa.
Authors’ Positionalities
The lead author identifies as a white, cisgender, gay male who is married without children. A registered clinical and research psychologist, he is a late-career academic and a research (full) professor at the largest open, distance, e-learning university in (South) Africa, situated in Gauteng province, the country’s economic heartland.
The second author identifies as a black Nigerian, middle-career academic, cisgender heterosexual male who is married with two children. He is a clinical psychologist and a registered member of the organized bodies for psychology in both Nigeria and South Africa. He set out to acquire knowledge during his academic career that is relevant to SMGD communities and accordingly in 2021 subscribed for a postdoctoral fellowship under the mentorship of the first author.
The third author identifies as a black African, cisgender heterosexual female, who is unmarried with no children. She is currently a MA research psychology student at the largest open, distance, e-learning university in (South) Africa, situated in Gauteng province, and works part-time as a postgraduate assistant at this university under the supervision of the first author.
All listed authors worked as a team, having regular engagements and sharing resources/materials to ensure the chapter development was guided by their collective cultural knowledge and expertise.
South Africa’s Historical Context and Policies Related to SMGD Individuals
The history of South Africa is one tainted by prejudice and institutionalized oppression and includes racism, sexism, heterosexism, heteropatriarchy, cis-normativity, homo-, bi-, and transphobia, and related marginalization, discrimination, and exclusion (Breen et al., Reference Breen, Lynch, Nel, Matthews, Schweppe and Walters2016; Judge, Reference Judge2018; Nel & Mitchell, Reference Nel, Mitchell and Peacock2019). There is evidence that pre-colonial (South) Africa held considerably more permissive social norms and values in relation to SMGD personsFootnote 1 and their relationships (ASSAf, 2015; da Costa Santos, Reference da Costa Santos, Lennox and Waites2013; Judge et al., Reference Judge, Manion and De Waal2008) as does African customary law (Barker, Reference Barker2011; Bonthuys, in Judge et al., Reference Judge, Manion and De Waal2008). Western colonial rule, however, introduced and enforced its own ideologies and religion on the indigenous people of (South) Africa (Adeagbo, Reference Adeagbo2016; van Zyl, Reference van Zyl2011). Indeed, the introduction of Western religion, such as Christianity, brought about rigid beliefs in cultural and family values, a patriarchal mindset, and the propagation of heterosexual relationships as the norm, thus rendering same-sex relationships abnormal and unnatural according to the public, religious, and other leaders (Nel & Mitchell, Reference Nel, Mitchell and Peacock2019; van Zyl, Reference van Zyl2011).
The apartheid regime that ruled South Africa from 1948 until 1994 took oppressive and discriminatory ideologies, mindsets, and attitudes further by institutionalizing them in laws and policies. As a result, male same-sex sexuality was deemed immoral, pathologized, and criminalized (da Costa Santos, Reference da Costa Santos, Lennox and Waites2013; Du Pisani, Reference Du Pisani2012) with related prejudice and institutionalized discrimination similarly affecting SMGD persons and communities in general. Furthering the racist and homophobic agenda of the government at the time, the Immorality Act of 1957 was enacted, that forbade sexual relations between people of different race groupsFootnote 2 and male same-sex sexuality as such relationships were deemed to be “against nature” and the “natural order of things” (Adeagbo, Reference Adeagbo2016; da Costa Santos, Reference da Costa Santos, Lennox and Waites2013). The Forest Town raid of 1966, where police raided a party with over 300 gay men, shone the light on the presence of same-sex sexuality in South Africa that purportedly posed a moral threat to the Christian nationalist state leading to the tightening of anti-homosexuality laws especially under the subsequent Immorality Amendment Act of 1969 (da Costa Santos, Reference da Costa Santos, Lennox and Waites2013; Du Pisani, Reference Du Pisani2012).
Mental health professionals, in particular psychiatrists and psychologists, also played a role in the enforcement of institutionalized discrimination in South Africa (Pillay et al., Reference Pillay, Nel, McLachlan and Victor2019). Pillay et al. (Reference Pillay, Nel, McLachlan and Victor2019) highlight how organized psychology was formally introduced and utilized from 1948 by the architect of apartheid, former Prime Minister of South Africa, Hendrik Verwoerd. A psychologist himself, Verwoerd aimed to maintain white supremacy and promote the ideology of black African inferiority using pseudoscientific studies. In this manner a general discriminatory mindset became further “legitimized” with ramifications for many on the fringes of society, including SMGD people.
During the time of compulsory enlistment of white men into the military in 1967, psychiatry and psychology furthermore became instrumental in “curing” same-sex sexuality through the Aversion project (Pillay et al., Reference Pillay, Nel, McLachlan and Victor2019). Gay men in the South African Army were subjected to extreme mistreatment and sent to psychiatrists and psychologists for treatment of same-sex sexuality and conversion to heterosexuality through various methods, such as aversion shock therapy and chemical castration. The Aversion project lasted until 1987. As a result of such cultural and/or religious oppression, as well as criminalization, SMGD people’s socializing and organizing were also suppressed. Interestingly, only male same-sex sexual conduct was criminalized in South Africa through the Anti-Sodomy law until 1988 when the prohibition on “immoral or indecent” acts between men and boys under 19 was extended to those between women and girls under 19 (da Costa Santos, Reference da Costa Santos, Lennox and Waites2013). During this time, most legal restrictions focused on (mostly white) SM persons and people with GD identities were largely ignored by policymakers.
During the 1970s, growing tensions and demands for racial equality led to several anti-apartheid movements, internal and external to the country, that were instrumental in actualizing democracy in South Africa (Pillay et al., Reference Pillay, Nel, McLachlan and Victor2019). Suggestive of just how oppressive the apartheid regime was in respect of SMGD persons, related advocacy and networks only emerged in the early 1980s (da Costa Santos, Reference da Costa Santos, Lennox and Waites2013; De Vos, Reference De Vos2007; Moreno et al., Reference Moreno, Ardila, Zervoulis, Nel and Chamberland2020; Reid, Reference Reid2013). The most significant period for queer activism was the 1990s when most of the visible movements in the form of Pride marches, community clubs, and printed media, but also legislative challenges, came into their right. The apartheid regime crumbled in the 1990s, with South Africa becoming a democracy under the leadership of newly elected President Nelson Mandela and a new highly progressive Constitution that was introduced, significantly altering the socio-political context for SMGD people.
Current Socio-political Context for SMGD People in South Africa
South Africa’s interim Constitution and the subsequent final Constitution (Act 108 of 1996) and its associated Bill of Rights brought about new rights and recognition for SMGD people (De Vos, Reference De Vos2007). A democratic South Africa promised the right to humanity, dignity, and equality for all making South Africa the first country in the world to explicitly recognize SMGD individuals via the inclusion of a sexual orientation nondiscrimination clause in its Constitution (da Costa Santos, Reference da Costa Santos, Lennox and Waites2013; De Vos, Reference De Vos2007). These measures guided legal reform in the prevention of discrimination and promotion of equality for SMGD persons, including the decriminalization of same-sex sexuality (De Vos, Reference De Vos2007).
SMGD-Related Legal Developments
Moreno et al. (Reference Moreno, Ardila, Zervoulis, Nel and Chamberland2020) mapped out important SMGD-related legal developments, specifically in South African family law. Regarding SM people, these prohibitions on employment discrimination on grounds of sexual orientation were set in place in 1995 (Barker, Reference Barker2011); allowance of same-sex partners to be registered as dependents through the Medical Schemes Act in 1998; the prohibition on unfair discrimination in relation to gender, sex, and sexual orientation through the Promotion of Equality and Prevention of Unfair Discrimination Act in 2000; and legalization of adoption by same-sex couples in 2002 (Adeagbo, Reference Adeagbo2016; Breshears & Lubbe-De Beer, Reference Breshears and Lubbe-De Beer2016). The only specific law related to GD people living in Africa was the Sex Description and Sex Status Act that went into effect in 2004, that allowed for gender marker and name change only after surgical or medical gender affirming treatment (Tomson et al., Reference Tomson, McLachlan, Wattrus, Adams, Addinall and Bothma2021). Also, South Africa became the fifth country worldwide, and the first in Africa, to legally recognize same-sex marriages through the introduction of the Civil Union Act of 2006 (De Vos, Reference De Vos2007; Judge et al., Reference Judge, Manion and De Waal2008).
Criticisms of Same-Sex Marriage
The right to same-sex marriage constitutes a significant symbolic victory for SMGD persons in South Africa, allowing same-gender couples to enjoy the same status, entitlements, and responsibilities as heterosexuals do in marriage (Judge et al., Reference Judge, Manion and De Waal2008). Yet, Clarke (2003, as cited by Lynch & Maree, Reference Lynch and Maree2013) criticizes same-sex marriage as being assimilationist and in alignment with heteronormative symbolic ideals, thus exerting a powerful influence on constructions of romantic relationships and notions of family. Same-sex marriage inadvertently sets up a hierarchy of relationship statuses (i.e., married and not married) within SMGD communities (Judge, Reference Judge2018) and contributes to bisexual invisibility (Lynch & Maree, Reference Lynch and Maree2013).
Criticism has also been raised against South Africa’s Civil Union Act (2006) that is seen as premised on a particular globalized SMGD identity, failing to acknowledge the long history of same-sex relationships in black African societies and how understandings of such relationships have varied significantly over time and in different regions (Barker, Reference Barker2011; Bonthuys, in Judge et al., Reference Judge, Manion and De Waal2008). Similar to De Vos (Reference De Vos2007), Bonthuys (in Judge et al., Reference Judge, Manion and De Waal2008) asserts those in South Africa who benefit from the institution of same-sex marriage or civil partnerships are a significant minority, as they “are sophisticated, openly live together with their partners with access to medical aid and pension funds – in short, people who have the social and economic wherewithal to flout the norms of their families and their religious and cultural communities” (p.175).
Social Attitudes toward SMGD Persons
The radical political advances and law reforms brought about by the South African Constitution do not match the prevailing social attitudes of society toward SMGD persons. Despite depathologization, decriminalization, and equality (at least on paper), many of the oppressive heterosexist, hetero-cis-normative, and entrenched patriarchal social attitudes characteristic of South Africa’s past persist (Breshears & Lubbe-De Beer, Reference Breshears and Lubbe-De Beer2016). “Both murder and marriage signpost queer life in post-apartheid” (Judge, Reference Judge2018, p. 14).
Prejudice and discrimination that remain(ed) embedded in society are evident in several high-profile cases. First, Jacob Zuma, prior to his inauguration as President of South Africa, publicly commented that same-sex marriages were a “disgrace to the nation and to God” and that, when he was younger, he would beat up gay men. Second, in 2008, anti-apartheid veteran and high-profile journalist Jon Qwelane published a blatantly homophobic article in which he demeaned and debased same-sex relationships as being against “the natural order of things” and compared same-sex sexuality with bestiality (Judge & Nel, Reference Judge and Nel2018). Qwelane called for the Constitution to be amended to outlaw same-sex marriage (Judge & Nel, Reference Judge and Nel2018). Notably, it took a protracted legal battle of more than 10 years before the Constitutional Court in 2021 finally found Qwelane’s article to constitute homophobic hate speech, ushering in greater clarity as to the limits of freedom of expression and the definition of hate speech (Qwelane v South African Human Rights Commission [SAHRC] and Another, 2021; van Wyk & Nel, Reference van Wyk and Nel2023). Third, the recent Woolworths “Be an Ally” campaign in celebration of Pride Month was met with bigotry and social media backlash from the public against the retail store, with calls to boycott Woolworths flooding social media platforms (Carolin & Fourie, Reference Carolin and Fourie2023).
Survey studies have also demonstrated that negative attitudes toward SMGD people in South Africa persist. Results of several SMGD-related attitude surveys conducted 20 years and more since the dawn of democracy in 1994 suggest that, while there have been some positive, progressive changes, a significant proportion of the population in South Africa still hold largely conservative SMGD-related opinions (Pillay et al., Reference Pillay, Nel, McLachlan and Victor2019). For example, a survey conducted by the Other Foundation (2016) found that 51% of respondents believe that gay people should have the same human rights as all other South African citizens, yet 72% of respondents felt that same-sex sexual activity was “morally wrong.” Pillay et al. (Reference Pillay, Nel, McLachlan and Victor2019) purport that contributing to social attitudes lagging behind legal changes are “the politically expedient myth that being gay is un-African, that is, foreign to African cultural norms” (p. 960).
Notably, in a 30-country global survey (Ipsos, 2023), an online sample of more urban-based, educated, and affluent respondents than the general population in South Africa, indicates significant visibility of SMGD persons, with the respondents reporting that they have a family member, friend, or work colleague who is lesbian/gay (59%), bisexual (38%), transgender (13%), and/or nonbinary/nonconforming/gender fluid (17%). Support for same-sex marriage is at 57% (compared to a global average of 56%), showing a 2% decline since 2021, when it was at 59%. Views on same-sex parenting are more positive than for same-sex marriage, with 70% (up from 69% in 2021) strongly agreeing that same-sex couples should have the same rights to adopt children as heterosexual couples do. As many as 70% of respondents (compared to a global average of 67%) are of the opinion that GD people experience a great deal or a fair amount of discrimination while 82% (compared to a global average of 76%) are of the opinion that related protections in employment, housing, and access to public facilities are required (Ipsos, 2023).
While South Africa’s progressive constitutional and legal frameworks may in some way contribute to a better life for all its citizens, it is evident that entrenched conservative social attitudes may call for sustained psychosocial interventions to truly attain this ideal.
Affirmative Stances toward SMGD Persons
Responding to, and advancing understanding of SMGD experiences of discrimination, hate victimization, and minority stress toward improved well-being are not only the responsibility of government and civil society agencies. Following Glassgold and Drescher (Reference Glassgold and Drescher2007), others have called on organized psychology to increasingly be part of the solution by embracing social justice and human rights approaches in their interventions (Pillay et al. Reference Pillay, Nel, McLachlan and Victor2019; van Wyk & Nel, Reference van Wyk and Nel2023) and to “work against and beyond hate in increasingly tangible ways” (Judge & Nel, Reference Judge and Nel2018, p. 19). In their 2015 policy recommendations, the Academy of Science of South Africa (ASSAf) called on African health professionals and their associations to adopt affirmative stances toward SMGD persons. Within psychology, the first (and still only) such professional association on the African continent to do so is the Psychological Society of South Africa (PsySSA) (McLachlan et al., Reference McLachlan, Nel, Pillay and Victor2019).
PsySSA released a position statement in 2013 that provided a framework for understanding the associated challenges that SMGD people face in a hetero-cis-normative society, including minority stress and associated poor mental health outcomes. This was followed in 2017 by more extensive affirmative practice guidelines for working with SMGD persons that, among others, aim to assist health professionals to mitigate symptoms of minority stress in their client populations, to become aware of their own biases, conscientize themselves of the best practices in the field by continued professional development, and to utilize the guidelines as a resource in their related work (McLachlan et al., Reference McLachlan, Nel, Pillay and Victor2019). The PsySSA guidelines most pertinently addressing minority stress and its correlates with individual and/or relational well-being, including the role of perceived social support and coping, are Guideline 1: Nondiscrimination; Guideline 5: Intersecting discriminations; Guideline 6: Counteracting stigma and violence; and Guideline 8: Nonconforming family structures and relationships (McLachlan et al., Reference McLachlan, Nel, Pillay and Victor2019; Psychological Society of South Africa, 2017; Wilks et al., Reference Wilks, Papakyriakou and Nel2022).
Gender Affirming Healthcare
There are growing numbers of GD individuals in South Africa seeking gender affirming treatment. However, resource constraints and inadequately trained professionals in South Africa create additional barriers to access and quality of care for transgender individuals seeking gender affirming treatment. Specifically, long waiting periods may add more distress to the patients who may already experience social stressors and persecution in South Africa (Wilson et al., Reference Wilson, Marais, De Villiers, Addinall and Campbell2014). Importantly, in 2021, the Southern African HIV Clinicians Society released the first (South) African gender-affirming healthcare guidelines, centering on the individual’s agency, autonomy, and right to self-determination. These guidelines oppose practices that pathologize and stigmatize transgender identity and impose barriers to accessing healthcare services (Tomson et al., Reference Tomson, McLachlan, Wattrus, Adams, Addinall and Bothma2021).
Synthesis of Findings Relating to Minority Stress and Well-being
In this section we review literature (2003–2023) to understand the association between minority stress and the individual and relational well-being of SMGD individuals living in South Africa. As is evident from the overview we provide, there is a considerable body of South African literature regarding SM individual well-being, but much less so regarding GD individual well-being. Moreover, while we were interested in reviewing literature on SMGD relational well-being, the paucity of research conducted in South Africa made such a review limited.
Experiences of Prejudice Events
Successfully negotiating the inclusion of sexual orientation as a protected aspect of identity in South Africa’s Constitution hinged on presenting SMGD-related oppression and discrimination as being similar to other forms of oppression and discrimination associated with the struggle against apartheid, such as racism and the unequal distribution of resources (De Vos, Reference De Vos2007). Unsurprisingly, such heightened awareness has brought about a significant body of SMGD-related South African research on the injustice and deleterious effects of experiences of prejudice events (for examples, see Arndt & Hewat, Reference Arndt and Hewat2009; ASSAf, 2015; Graziano, Reference Graziano2004; Müller & Daskilewicz, Reference Müller and Daskilewicz2019; Nel & Judge, Reference Nel and Judge2008; Nel & Mitchell, Reference Nel, Mitchell and Peacock2019; Padmanabhanunni & Edwards, Reference Padmanabhanunni and Edwards2013; Tshisa & van der Walt, Reference Tshisa and van der Walt2021). As will be outlined next, such prejudice events may entail stigma and/or anticipated stigma, marginalization, exclusion, discrimination, and/or (hate) victimization on the basis of SMGD identification.
Experiences of Stigma or Anticipated Stigma
Experiences of stigma or anticipated stigma, often at the hands of criminal justice officials and other service providers who share societal prejudices, are commonly reported among SMGD people living in South Africa (Arndt & Hewat, Reference Arndt and Hewat2009; Müller & Daskilewicz, Reference Müller and Daskilewicz2019; Nel & Judge, Reference Nel and Judge2008); people who remain haunted by a not-so-distant history of officially being labelled as “criminal,” “sick,” and “sinners.” Notably, microaggressions (i.e., enduring incidents of hate, such as daily provocations, persistent bullying, conflict between people known to each other, and/or negative gossip) are often normalized in communities because of specific identities and/or behaviors, such as that of SMGD persons being deemed offensive, inappropriate, or socially unacceptable (Nel & Mitchell, Reference Nel, Mitchell and Peacock2019). These experiences of stigma and microaggressions faced by SMGD individuals in South Africa have extensive consequences that not only shape the daily interactions of SMGD individuals but also influence their mental and emotional well-being, highlighting the urgent need for societal awareness and systemic change to cultivate a more inclusive environment.
Experiences of Hate Speech and Hate Crimes
Disconcertingly, homo-, bi-, and trans-phobia are sometimes violently asserted in the forms of intentional unfair discrimination, hate speech, and even murderous hate crime (Judge, Reference Judge2018; Nel & Judge, Reference Nel and Judge2008). Since the mid-2000s, (inter)national attention and community mobilization have focused on the often-murderous targeting of SMGD black Africans and lesbians in particular (Judge, Reference Judge2018; Nel & Judge, Reference Nel and Judge2008; Nel & Mitchell, Reference Nel, Mitchell and Peacock2019; Padmanabhanunni & Edwards, Reference Padmanabhanunni and Edwards2013). This has pressured government to finally take related experiences of SMGD people and hate victimization, in general, seriously and to initiate urgently required measures (albeit with limited success to date) (Breen et al., Reference Breen, Lynch, Nel, Matthews, Schweppe and Walters2016; Nel & Mitchell, Reference Nel, Mitchell and Peacock2019; van Wyk & Nel, Reference van Wyk and Nel2023). In their exploration of homophobic hate victimization in Gauteng, South Africa, Nel and Judge (Reference Nel and Judge2008) presented self-reported data from 487 SM persons that highlighted the high prevalence of homophobic discrimination in Gauteng.
Graziano (Reference Graziano2004) qualitatively examined seven black South African SM participants from four Gauteng townships, five participants (four lesbians and one gay male) reported having been sexually and physically assaulted for their SM identity. Additionally, the qualitative study of Arndt and Hewat (Reference Arndt and Hewat2009) found that the 10 black African lesbian participants experienced significant stress and trauma from socio-cultural marginalization, with several emerging themes indicating that their sexuality was at the center of their experiences of stress and trauma. Moreover, Padmanabhanunni and Edwards (Reference Padmanabhanunni and Edwards2013) highlight how lesbian-identified women have been the targets of rape to “correct” their SM identity.
A ground-breaking longitudinal study was conducted in five of South Africa’s provinces between 2013 and 2017 by Mitchell and Nel (Reference Mitchell and Nel2017). Data from 945 participants found that SMGD persons were the second most targeted group, following non-nationals, with others targeted for religion and race (Mitchell & Nel, Reference Mitchell and Nel2017; Nel & Mitchell, Reference Nel, Mitchell and Peacock2019). Hate studies, or studies that focus on hate incidents or victimization, have established that one of the reasons for significant under-reporting of incidents is the sense of shame victims experience because it is the victim’s identity, including their race and/or SMGD status that is specifically targeted in the attack (Breen et al., Reference Breen, Lynch, Nel, Matthews, Schweppe and Walters2016; Nel & Mitchell, Reference Nel, Mitchell and Peacock2019). In a study conducted by the Hate Crimes Working Group, that is a civil society network lobbying for hate crimes legislation in South Africa, victims not only reported anger, hopelessness, and distrust but it was indicative of internalized oppression, shame, and a loss of their dignity and worth (Mitchell & Nel, Reference Mitchell and Nel2017; Nel & Mitchell, Reference Nel, Mitchell and Peacock2019).
The empirical studies indicate that SMGD persons are subjected to high levels of verbal assault and that physical harm is often accompanied by hate speech in South Africa (Nel & Judge, Reference Nel and Judge2008; Nel & Mitchell, Reference Nel, Mitchell and Peacock2019). Furthermore, as expert evidence provided by PsySSA in the earlier-mentioned Qwelane equality and constitutional court case (Qwelane v SAHRC and Another, 2021) illustrates homophobic hate speech does considerable psychological harm (Judge & Nel, Reference Judge and Nel2018). Indeed, a large-scale quantitative study with 385 South African SM participants indicated that frequent experiences of hate speech was a significant predictor of vulnerability to depression (Polders et al., Reference Polders, Nel, Kruger and Wells2008).
Experiences of Oppression and Depressive Symptoms
McAdams-Mahmoud et al. (Reference McAdams-Mahmoud, Stephenson, Rentsch, Cooper, Arriola and Jobson2014) conducted a mixed methods study with 22 men who have sex with men (MSM) in Cape Town and found that most participants experienced minority stress that negatively affected their sexual relationships and coping strategies. McAdams-Mahmoud et al. (Reference McAdams-Mahmoud, Stephenson, Rentsch, Cooper, Arriola and Jobson2014) found that 86% of respondents experienced direct or indirect stress, oppression related to their SM status, and prejudice events, such as hate speech, violence, and exclusion. Most of the participants experienced depressive symptoms and had suicidal ideation due to the discrimination (McAdams-Mahmoud et al., Reference McAdams-Mahmoud, Stephenson, Rentsch, Cooper, Arriola and Jobson2014). Relatedly, a recent study of 300 partnered MSM in South Africa reported a significant association between minority stress and depressive symptomology (Metheny et al., Reference Metheny, Stephenson, Darbes, Chavanduka, Essack and van Rooyen2022).
At present, GD and intersex people do not fully enjoy the freedoms promised by South Africa’s progressive constitution. A vast array of barriers, discrimination, and hate victimization are their daily reality (Müller & Daskilewicz, Reference Müller and Daskilewicz2019). Indeed, GD persons experience a disproportionately high level of violence (Müller & Daskilewicz, Reference Müller and Daskilewicz2019; Tomson et al., Reference Tomson, McLachlan, Wattrus, Adams, Addinall and Bothma2021). In their community-led study on the realities of violence, mental health, and access to healthcare for SMGD persons in South Africa (n = 832), Müller and Daskilewicz (Reference Müller and Daskilewicz2019) found that almost half of the 232 GD participants consume alcohol at hazardous, harmful, or dependent levels and this misuse of alcohol can be associated with a lifetime experience of physical or sexual violence. Alcohol, tobacco, and recreational drugs may also be used as coping mechanisms in the face of adversity (Tomson et al., Reference Tomson, McLachlan, Wattrus, Adams, Addinall and Bothma2021).
Experiences of Perceived Rejection
Given the bleak picture that emerges from the literature, it is clear that fear of discrimination and/or victimization is inevitably part of the lived experiences of a majority of SMGD persons in South Africa. Notably, SM women and GD persons in informal settlements/squatter camps and economically disadvantaged communities are particularly at risk (Müller & Daskilewicz, Reference Müller and Daskilewicz2019). Compelling evidence of a direct link between the expectations of rejection and the minority stress experienced by SMGD individuals in South Africa highlight the need for increased support to curb these challenges. In their longitudinal study on the potential contribution of therapy groups to SM well-being with 15 SM participants (n = 14 males and n = 1 female), Nel et al. (Reference Nel, Rich and Joubert2007) reported that participants in the group were prone to experiencing perceived rejection by society, self-devaluation, identity confusion, hiddenness and isolation, excessive self-reliance, lack of trust, and difficulties in familial interactions.
Concealment of SMGD Identity
Hiding and concealing one’s identity is often the result of anticipated rejection, but also experiences of internalized oppression. In the earlier-mentioned Cape Town-based MSM study by McAdams-Mahmoud et al. (Reference McAdams-Mahmoud, Stephenson, Rentsch, Cooper, Arriola and Jobson2014), trauma and internalized oppression were related to the 22 participants’ levels of comfort with others knowing their sexual orientation, the level of mental stress they associated with their sexual orientation, their coming-out process, and whether they chose to conceal their sexual identity and/or behaviors. Results demonstrate that the diverse South African MSM included in this study had concealment behaviors, associated with race, religion, SES, and geographical location (McAdams-Mahmoud et al., Reference McAdams-Mahmoud, Stephenson, Rentsch, Cooper, Arriola and Jobson2014), indicating the complexity of minority stress factors in South Africa and the need for intersectional understanding.
Contemplating choices of living authentically, rather than concealment of SMGD identities in work settings, Tshisa and van der Walt (Reference Tshisa and van der Walt2021) studied discrimination challenges and the psychological well-being of black African queer employees. In their qualitative study with nine participants, Tshisa and van der Walt (Reference Tshisa and van der Walt2021) found issues such as derogatory remarks, casual transphobia, absence of queer policies, and hostile work environments, despite participants’ not directly reporting discrimination. Wolson (Reference Wolson2023) researched the lived experiences of gay men in their achievement of leadership in South African organizations. Wolson’s (Reference Wolson2023) findings suggest significant barriers encountered by the 11 participants, including in relation to the continual process of coming out to colleagues and implications for their authenticity, that impeded their professional development and growth into senior leadership positions.
Experiences of Discrimination in Healthcare Settings
Historically, mental health professionals colluded in pathologizing and institutionally oppressing SMGD persons. For those in minority groups, healthcare and therapy spaces often are the last safe haven away from persistent societal prejudices and discrimination (McLachlan et al., Reference McLachlan, Nel, Pillay and Victor2019; Psychological Society of South Africa, 2017; Victor & Nel, Reference Victor and Nel2016). However, the related minority stress experienced in the face of social discrimination is exacerbated when SMGD clients encounter healthcare providers who share societal prejudices and/or lack competence in working with such client populations (McLachlan et al., Reference McLachlan, Nel, Pillay and Victor2019; Psychological Society of South Africa, 2017; Victor & Nel, Reference Victor and Nel2016). The lack of training of mental healthcare professionals in dealing with SMGD individuals, and limited understanding of differing identities can contribute to secondary victimization and poor healthcare experiences of SMGD individuals. Victor and Nel (Reference Victor and Nel2016) found negative or poor-quality psychological services included aspects such as a client’s sexual orientation being viewed as abnormal, lack of acknowledgement of the difference in challenges experienced by SMGD individuals compared to their heterosexual counterparts, and heterosexism and negative myths within the therapy space.
Relational Well-being
Some initial work exists specific to the association between minority stress and relational well-being for SMGD individuals living in South Africa. The importance of social support in facilitating adjustment to stress and mediating SMGD well-being is well-established (Diamond & Alley, Reference Diamond and Alley2022; Wilks et al. Reference Wilks, Papakyriakou and Nel2022). In a study by Müller and Daskilewicz (Reference Müller and Daskilewicz2019), exploring physical and sexual violence, depression, anxiety, suicidality, and substance use, as well as experiences of discrimination when accessing healthcare among LGBTQ+ communities, 832 South African participants reported having the most social support from friends (75%), followed by family members (45%), and then only current romantic partners (44%). GD people were more likely to report being out to SMGD civil society organizations (CSOs), often also described as non-governmental organizations (57%) and using such organizations for social support (24%), suggesting SMGD organizations are a particularly important resource for GD people in South Africa. Further, GD participants were more likely to report support from healthcare providers (20% versus 13% of cisgender participants), that may reflect use of gender affirming treatment facilities and resulting open communication about gender identity (Müller & Daskilewicz, Reference Müller and Daskilewicz2019).
Limited expressions of SM intimacy of couples in contexts requiring identity concealment to avoid negative experiences in the face of societal prejudice may suggest these marginalized individuals’ resilience in navigating hostile situations (Lesch et al., Reference Lesch, Brits and Naidoo2017). Also, Breshears and Lubbe-De Beer (Reference Breshears and Lubbe-De Beer2016) found that the same-sex parented families who participated in their study negotiated their SM social identity status in daily living in particular ways. These families ignored negative SMGD-related social attitudes, created safe spaces, and similarly altered behavior while in public.
Research indicates that Intimate Partner Violence (IPV), abuse, and aggression toward a partner in a romantic relationship are major and serious public health problems affecting the lives of some SMGD persons and communities in South Africa (Edwards et al., Reference Edwards, Sylaska and Neal2015; Metheny et al., Reference Metheny, Stephenson, Darbes, Chavanduka, Essack and van Rooyen2022; Stephenson et al., Reference Stephenson, Darbes, Chavanduka, Essack and van Rooyen2022; Tallis et al., Reference Tallis, Jean-Pierre and Madi2020). In one study, the SM women participants indicated relationship dissatisfaction, with their partners having anger issues and being jealous or intimidated by them, and that it was difficult to report or speak out about the abuse because of the shame and division it would bring to LGBTQ+ communities (Tallis et al., Reference Tallis, Jean-Pierre and Madi2020). Stephenson et al. (Reference Stephenson, Darbes, Chavanduka, Essack and van Rooyen2022), in a one-time cross-sectional study with 220 male couples from South Africa and another Southern African country, posited that SM men who reported experiences of minority stress were similarly more likely to report IPV and bi-directional IPV. Important to note is that participants who reported having experiences of internalized homophobia and discrimination were more likely to report IPV and bi-directional IPV (Stephenson et al., Reference Stephenson, Darbes, Chavanduka, Essack and van Rooyen2022).
Interestingly, some research findings also exist on intimate relationship experiences of cisgender female partners of masculine-identifying transgender persons. Faced with the persistent fear of being confronted with assumptions and exclusionary behaviors, appropriate support is not easy to find in South Africa as they constitute such a minority (Theron & Collier, Reference Theron and Collier2013). Findings in this subsection are suggestive of the association between minority stress and relational well-being. In addition, these findings also emphasize the need for comprehensive interventions to strengthen support mechanisms, in general, and address both physical consequences and the psychological toll experienced by those affected by IPV, in particular.
Summary
The literature reviewed in this section spanning 20 years examined the association between minority stress and the well-being of SMGD living in South Africa. While there is some literature on the well-being of SM individuals, research on GD individuals is notably limited. Despite the inclusion of sexual orientation, gender, and gender identity as protected grounds in South Africa’s Constitution, prejudice, and oppression toward SMGD people still occurs. The lived experiences of SMGD people in South Africa highlight how critical it is to raise public awareness of these issues, implement systemic/structural changes, and provide more support.
Future Directions
As we conclude, it needs to be reemphasized that the South African law is clear in its stance on nondiscrimination on the grounds of SMGD identities. Importantly, related equal rights extend to, among others, same-sex marriage and same-sex parenting/adoption. However, firmly entrenched hetero-cis-normative societal mind sets, beliefs and attitudes persist, and SMGD persons thus continue to experience significant minority stress.
Minority stress also affects relational well-being, yet almost no related research has been conducted in South Africa. This is an important aspect to explore as information on SMGD relational well-being can inform interventions that ultimately improve the lived experiences and overall well-being of SMGD persons. In particular, we recognize the need for further work related to SMGD relational well-being and bring forward related recommendations for future research studies and psychosocial interventions.
Being Mindful of Intersectionality
An intersectional understanding calls for attention to “the vexed dynamics of difference and the solidarities of sameness in the context of antidiscrimination and social movement politics” (Cho et al., Reference Cho, Crenshaw and McCall2013, p. 787). South Africa is inherently diverse and so too are SMGD persons in South Africa “differently queered and marginalized by factors such as race, class, nationality, geography, and bodily violence” (Wilks et al., Reference Wilks, Papakyriakou and Nel2022, p. 352). In contemplating SMGD-related minority stress in post-apartheid South Africa (1994–present), an intersectional understanding is vital as related experiences constitute race, class, sexual and gender identities, among others, simultaneously (Judge, Reference Judge2018; Nel & Judge, Reference Nel and Judge2008).
In conducting further research with and designing interventions for SMGD individuals, we are reminded that a “one size fits all” approach is inappropriate. Instead, “there is a need to acknowledge how the various positionalities, marginalities, inequalities, and intersectionalities” (Wilks et al., Reference Wilks, Papakyriakou and Nel2022, p. 352) of SMGD persons in South Africa can be theorized and understood also with regard to relational well-being theory and concepts. Factoring in the intersecting discriminations experienced by SMGD people (Psychological Society of South Africa, 2017) is essential so that the complex systems and strategies for enhancing overall well-being can optimally be applied to South Africa.
Resilience Studies
Reid (Reference Reid2013), in his acclaimed study into what it means to be “the other” in contexts of risk, exclusion, and inclusion in rural, small, South African towns, established the remarkable capacity of gay men to imagine and create life-worlds in a harsh environment. Wilks et al. (Reference Wilks, Papakyriakou and Nel2022), too, acknowledge the resilience of SMGD individuals and their problem-solving capabilities and solution focused behaviors, while lamenting that, in contrast to adversity research, resilience studies are woefully absent in the South African landscape. Knowledge of the psychological and social factors of resilience remains sparse, and strategies to build resilience need to be prioritized. We are thus directed to see the importance of research studies that are more focused on resilience behaviors and abilities, and ultimately looking to SMGD communities for solutions, rather than only recognizing adversity.
According to Wilks et al. (Reference Wilks, Papakyriakou and Nel2022), current understandings within resilience enquiry suggest that multiple socio-ecological systems interact with individuals in adversity. “How traumatized individuals perceive their own skill sets, strengths, cognitive abilities, and emergent resilience empowers them to navigate adversity on multiple levels effectively” (p. 352). Wilks et al. (Reference Wilks, Papakyriakou and Nel2022) thus call for a shift of focus in SMGD resilience studies, from individually focused accounts to multi-systemic ones in which systems co-facilitate a person’s resilience. Moving forward, this calls for an overall strengths-based, rather than deficit-based, approach in scholarly work that explores the lived experiences of SMGD people within their unique contexts and relationships. Specific studies could prioritize increased knowledge of the psychological and social factors of resilience and strategies to build resilience. Resilience-building interventions may also require alterations to accommodate stigma-related challenges, while resilience can be advanced through training.
Support and Social Safety
Graziano (Reference Graziano2004) indicated that, amidst oppression and despair, the offering of social support contributes to restored faith and staying positive about selves and futures. Notably, in support of the constitutional project that aims at establishing a functional democracy, post-apartheid South Africa boasts robust CSOs. The focus of too many of these CSOs, however, tends to be on advocacy of individual rights (and responsibilities), while the establishment of much-needed psychosocial support mechanisms may generally be lacking (Nel & Mitchell, Reference Nel, Mitchell and Peacock2019; van Wyk & Nel, Reference van Wyk and Nel2023).
Diamond and Alley (Reference Diamond and Alley2022) argue that insufficient social safety is a primary cause of stigma-related health disparities and a key target for intervention. The lack of social safety has health consequences for stigmatized individuals compounding the impact of minority stress. This is because the persistent threat awareness resulting from inadequate safety measures adversely affects cognitive, emotional, and immunological functioning over the long term, even in situations where exposure to minority stress is minimal (Diamond & Alley, Reference Diamond and Alley2022, p. 1). Diamond and Alley define social safety as reliable social connection, social recognition, social inclusion, and social protection that could be argued as core human needs across all life stages. They consider the power of disconnection, isolation, and rejection to impair health and well-being over time, but also the power of social support and social connectedness to foster psychological and physical well-being in the forms of social safety in the family, at school, in the community, and social safety provided by laws and policies.
Thus, we recommend an exploration of the dynamics of social support networks among SMGD people in South Africa, looking at the quality and nature of support received from friends, family, partners, and healthcare providers. This investigation can also look at the role of social support from various sources (e.g., friends and one’s romantic partner) in mitigating depression, anxiety, suicidality, and substance use. Future studies could also evaluate the suitability of current CSOs to offer their SMGD client base psychosocial support, given the skew in their endeavors toward promoting individual rights. Future research can explore the connection between social safety and health disparities in SMGD communities, building on the notion of social safety proposed by Diamond and Alley (Reference Diamond and Alley2022). Researchers could monitor changes in well-being, social safety, and social support over time by carrying out longitudinal studies, allowing them to capture the dynamic nature of these factors. Exploring how intersecting identities, such as race, gender, and socio-economic status, influence the availability and effectiveness of social support for SMGD individuals may be an important area of research in a diverse context such as South Africa.
In the South African context, beyond legal protections for SMGD individuals, Diamond and Alley’s (Reference Diamond and Alley2022) concept of social safety is of significant relevance due to the absence of adequate social safety networks that exacerbates the challenges faced by individuals dealing with minority stress. Therefore, interventions and policies aimed at enhancing social safety, fostering social connection, recognition, and inclusion, also within romantic relationships, can be pivotal in improving the psychological well-being of SMGD individuals living in South Africa.
Relational Well-being
South African literature on SMGD relational well-being, in general, is almost nonexistent, “despite a recent shift to affirmative, systemic, interpersonal, and contextual stances” (Wilks et al., Reference Wilks, Papakyriakou and Nel2022, p. 351). In suggesting the expansion of a “well-being” frame beyond the individual to the relational, this chapter may serve as an important intervention in the overarching ways in which South African scholars and psychology professionals theorize and conduct research; to inform therapeutic and other psychological services to SMGD persons and provide an important counterweight to the more general focus in South African SMGD scholarship and psychological practice on the individual (Wilks et al., Reference Wilks, Papakyriakou and Nel2022).
SMGD people’s sexual and romantic relationships, whether short-lived or enduring, that were once excluded from the scope of traditional family life have now been legally accepted as another form of family in post-apartheid South Africa (Adeagbo, Reference Adeagbo2016; Breshears & Lubbe-De Beer, Reference Breshears and Lubbe-De Beer2016). This shift in the definition of family has influenced SMGD persons’ sense of belonging as individuals and as partners who can form enduring romantic relationships (Adeagbo, Reference Adeagbo2016). While this acknowledgment is an important stride toward inclusivity, it also prompts the need for comprehensive research to explore the long-term impacts on the well-being of SMGD individuals in South Africa. Future research should delve into the dynamics of these family structures, examining factors such as social support, mental health outcomes, and societal perceptions; importantly, also exploring how romantic partners navigate this inclusivity and societal perceptions together. This will contribute to a more holistic understanding of the evolving landscape of family structures for SMGD individuals, guiding inclusive policies and support systems.
In South Africa, emerging findings underscore the mediating and/or the moderating associations of psychological or social variables/constructs that may intervene in the association between minority stress and relational well-being. Dyadic coping, referring to the strategies employed by individuals within a relationship to manage stress collectively (Bodenmann et al., Reference Bodenmann, Randall, Falconier, Falconier, Randall and Bodenmann2016), is particularly significant for SMGD people in South Africa. Considering the unique challenges and minority stressors faced by SMGD communities, an understanding of how couples navigate and cope with stress together is crucial. Investigating dyadic coping in the context of SMGD relationships can provide valuable insights into the shared experiences, resilience, and support mechanisms within these partnerships. Noting that there is no literature about dyadic coping and SMGD people in South Africa indicates a dire need for this to be investigated further.
Psychosocial Interventions
The documented deleterious effects of experiences of discrimination in healthcare settings serve to motivate the urgent need for training in SMGD affirmative practices. Extensive revision of the PsySSA affirmative practice guidelines (McLachlan et al., Reference McLachlan, Nel, Pillay and Victor2019; Psychological Society of South Africa, 2017) are currently underway and present an ideal opportunity toward linking individual experiences with more relational ones (Wilks et al., Reference Wilks, Papakyriakou and Nel2022). Such revisions provide an opportunity for healthcare providers working with SMGD populations to develop much needed evidence-informed understandings of the contribution to be made by dyadic coping strategies. Studies that focus on understanding coping strategies employed by SMGD persons within romantic relationships, delving into different aspects of the relationships such as gender identity, relationship status, and how they perceive their partner’s ability to show them support emotionally, are urgently needed.
Research is needed on how healthcare providers can (and should) intervene to improve or promote dyadic coping and overall well-being of SMGD persons individually and within romantic relationships. The research studies should be centered around investigating the current understanding of healthcare workers on the diverse sexual orientations and gender identities and minority stress experienced by SMGD persons. This should be followed by studies on SMGD persons with the intention of understanding how they experience healthcare facilities and what would improve their experience at these facilities, like the study of Victor and Nel (Reference Victor and Nel2016). Findings from such research can be included in training and workshops to prepare healthcare workers and mental health professionals to appropriately work with SMGD populations from an evidenced-based perspective.
The study of sexual minority and gender diverse (SMGD) individuals and their relationships has garnered increasing scholarly and public attention in recent years. As we navigate a global landscape marked by both advances and setbacks in SMGD rights, continued research in this area is imperative. This chapter serves as a capstone to the preceding chapters, offering a roadmap for future directions in terms of what we study, how we study it, and how we apply it. Specifically, this chapter is structured around three main sections. The first section outlines salient open questions and promising research topics that warrant further exploration. The second section discusses methodological innovations and improvements needed to produce high-quality evidence on SMGD relationships. The final section considers potential real-world applications to inform evidence-based policies and practices that support the SMGD community. Overall, this chapter aims to provide a nuanced understanding of the complex challenges and opportunities that lie ahead.
Authors’ Positionalities
The first author identifies as an Asian, queer, and able-bodied cisgender man who currently resides in the Northeastern region of the United States. He holds a PhD in Communication Studies. He primarily uses a post-positivist paradigm to study the role of interpersonal and health communication in reducing health disparities among people of color, SMGD individuals, and other minority groups. The second author identifies as a non-Hispanic white, heterosexual, able-bodied cisgender woman living in the Midwestern region of the United States. She holds a PhD in Clinical Psychology and uses an intersectional approach to study the mental health and intimate relationships of marginalized communities, particularly SMGD young people. The authors each acknowledge that their own lived experiences and academic background limit their interpretations and visions for future directions.
Future Research Topics
The preceding chapters of this volume have provided a comprehensive foundation for understanding the experiences of SMGD individuals in romantic relationships across various cultural and national contexts. However, as noted in each chapter, research on SMGD individuals and their relationships remains limited overall across the globe. Even basic descriptive knowledge of SMGD populations continues to be lacking in many countries, including Malaysia (Chapter 7) and Nigeria (Chapter 12). Future national surveys should include SMGD individuals and couples to address this gap. Among the scarce studies, most have focused on SMGD individuals rather than relationships. Additional research centered on SMGD couples and families is needed to provide insights into their relational experiences and well-being. This section delineates specific research topics that can further enrich the existing body of knowledge.
Cultural and Legal Contexts
Relationships do not occur in a vacuum. Instead, the cultural and political contexts in which SMGD individuals manage their relationships play a crucial role in their relational experiences and well-being. As the preceding chapters highlighted, the levels of cultural and legal acceptance of SMGD individuals and relationships vary widely across countries. In countries such as Austria (Chapter 2), Portugal (Chapter 8), Switzerland (Chapter 9), and the United States (Chapter 11) there is growing societal acceptance of SMGD people and same-sex couples have the right to legally marry. In contrast, other countries like India (Chapter 4), Italy (Chapter 6), and Türkiye (Chapter 10) have decriminalized homosexuality but lack legal protections for SMGD individuals or their relationships. In other countries, such as Indonesia (Chapter 5), Malaysia (Chapter 7), and Nigeria (Chapter 12), there is no legal recognition of same-sex relationships and SMGD people can be prosecuted and imprisoned or corporally punished for nonheterosexual sex acts.
The variability in socio-political climates across nations offers opportunities to explore how factors at higher levels of the social ecology influence the individual and relational well-being of SMGD individuals. For example, in one 28-nation study, country-level structural stigma explained 60% of country-level variation in life satisfaction and more than 70% of country-level variation in sexual orientation concealment (Pachankis & Bränström, Reference Pachankis and Bränström2018). Future multi-nation studies could examine if structural factors such as nondiscrimination and marriage equality laws, as well as cultural factors such as predominant religious views about homosexuality (see Chapter 6, Italy), account for between-nation differences in SMGD minority stress experiences, mental health, and relationship outcomes. Further, such studies may allow us to identify universal versus culture-specific factors that affect SMGD relationships. For example, future research could compare the experiences of SMGD individuals in individualistic cultures that emphasize autonomy (e.g., Austria, Chapter 2) versus collectivistic cultures that prioritize group harmony (e.g., Indonesia, Chapter 5). How do cultural dimensions like individualism–collectivism moderate the effects of stigma on relationship functioning for SMGD individuals? By answering these questions, multi-nation study findings can inform actionable policy recommendations that cater to different cultural contexts, consistent with the United Nations’ Sustainable Development Goals to promote mental and physical health among SMGD individuals (Goal 3: Good Health and Well-being), improved gender quality and inclusivity (Goal 5: Gender Equality), and reduced inequalities faced by SMGD couples (Goal 10: Reduced Inequalities).
Emerging research from various international contexts also illuminates the considerable influence of changes in laws and public policies on the relational experiences of SMGD individuals, couples, and families. Within the United States (Chapter 11), prior empirical studies have offered nuanced perspectives on topics such as the effects of legalized same-sex marriage on relational understanding among SMGD couples (Lannutti, Reference Lannutti2005, Reference Lannutti2008) and the influence of the 2016 presidential election on their marriage decisions (Lannutti, Reference Lannutti2018). In Austria (Chapter 2) and Switzerland (Chapter 9), while family laws protect equality in parenting for same-gender couples, the current policies also limit the possibilities of forming families and giving birth for many GD individuals (see Graupner, Reference Graupner2021). Future research should continue to investigate the potentially profound influence of legal changes, policies, and rights of SMGD individuals and couples over time. For example, how have marriage equality laws in Western countries and those of the Global North affected the relational well-being of SMGD couples? While these legislative milestones are generally viewed as progressive, it is essential to consider potential unintended consequences, such as whether increased visibility and legal recognition inadvertently contribute to heightened levels of discrimination or stigmatization.
Moreover, future research should extend its scope to include nations that lack legal protections for SMGD individuals or even criminalize same-sex relations and/or diverse gender expression, as exemplified by Indonesia (Chapter 5) and Malaysia (Chapter 7). Rather than merely cataloging instances of discrimination, studies should assess the psychological and relational toll that discriminatory legislation and punitive laws exact on SMGD individuals and couples. For instance, Chapter 7 illustrated that the lack of legal protection in Malaysia has resulted in greater minority stress among SMGD individuals, such as increased workplace discrimination and heightened internalized sexual stigma, that in turn reduce SMGD individuals’ intentions to pursue and maintain a long-term, seriously committed romantic relationship. Research examining the individual and relational effects of discriminatory laws would be valuable for informing and refining policy decisions, as well as for shaping advocacy efforts aimed at the rights and well-being of SMGD individuals on a global scale. Moreover, studies assessing the underlying mechanisms accounting for how hostile legal climates affect SMGD individual and relational health (e.g., via reduced social support or increased use of maladaptive coping strategies) could inform the development of interventions to promote mental health and adaptive coping strategies, such as social support and dyadic coping.
Another direction is to explore cultural and legal influences on SMGD relationships from a historical perspective. For instance, in countries with a colonial history that criminalized homosexuality, such as Brazil (Chapter 2), India (Chapter 4), and Nigeria (Chapter 12), the legacy of such laws may still influence societal attitudes toward SMGD individuals and their experiences of stigma. It would also be valuable to investigate the dynamic nature of cultural norms and their evolution over time, examining how these shifts affect both societal perceptions and the lived experiences of SMGD individuals. For instance, in the context of a history marked by harmonious coexistence between heterosexual and SMGD communities, colonizers in Nigeria altered prevailing attitudes and perceptions of homosexuality using religious and cultural means (see Chapter 12). How does colonialism affect Nigerian SMGD individuals’ lived experiences? Similarly, in China where gay relationships were socially accepted in ancient times but largely stigmatized in the modern era (Huang & Lu, Reference Huang and Lu2013), how do these contrasting norms influence the self-perception and relationships of gay people and other SMGD individuals in present-day China? Such knowledge could be instrumental in developing culturally sensitive interventions tailored to the values and historical contexts of different cultural and political settings.
Minority Stress and Well-being
The concept of minority stress has been a recurring theme throughout this volume. For example, the chapters on Brazil (Chapter 3) and the United States (Chapter 11) describe associations between minority stress and poorer mental health and relationship quality among SMGD individuals. Together with evidence from longitudinal studies that both distal minority stress (experiences of stigma enacted by others) and proximal minority stress (psychological experiences, such as internalized stigma against one’s own sexual or gender identity) prospectively predict worsening mental health within SMGD individuals (Birkett et al., Reference Birkett, Newcomb and Mustanski2015; Dyar et al., Reference Dyar, Sarno, Newcomb and Whitton2020; Pachankis et al., Reference Pachankis, Sullivan, Feinstein and Newcomb2018), the preceding chapters make a strong case for universal adverse effects of minority stress on SMGD well-being. However, emerging evidence suggests that different domains of minority stressors may predict personal and relational outcomes differently. For example, Weeks et al. (Reference Weeks, Renshaw and Vinal2023) found that distal stressors, but not proximal stressors, predicted individual mental health (i.e., substance misuse, suicidality, and psychological inflexibility) among sexual minority adolescents. In contrast, meta-analyses showed that proximal minority stress has stronger influences on SMGD individuals’ romantic relationship functioning and relational well-being than do distal minority stressors (Cao et al., Reference Cao, Zhou, Fine, Liang, Li and Mills-Koonce2017; Doyle & Molix, Reference Doyle and Molix2015). Thus, future studies should compare the distinct functions of various minority stressors and examine how they may affect SMGD individuals and their relationships differently. In addition, scholars still know little about the specific pathways through which minority stress affects personal and relational outcomes across cultures. Thus, we encourage more global research on the psychological, interpersonal, and biological mechanisms of minority stress effects on SMGD relationships and individual well-being, that can serve as intervention targets in future efforts to reduce inequities.
This volume serves as a starting point to examine the role of minority stress in non-Western and Global South contexts, specifically Brazil (Chapter 3), India (Chapter 4), Indonesia (Chapter 5), Malaysia (Chapter 7), and Türkiye (Chapter 10). Additional studies are needed to understand how minority stress affects SMGD individuals’ relationships and well-being across various cultural contexts, as demonstrated in Chapters 12 (Nigeria) and 13 (South Africa). Few studies to date have compared the connections between minority stress and health across cultures. For instance, Baiocco et al. (Reference Baiocco, Scandurra, Rosati, Pistella, Ioverno and Bochicchio2023) examined the role of internalized sexual stigma and rumination as mediators between discrimination and health in groups of Italian and Taiwanese LGB+ individuals. Baiocco et al. (Reference Baiocco, Scandurra, Rosati, Pistella, Ioverno and Bochicchio2023) found that Italian participants reported higher discrimination, but lower internalized sexual stigma, rumination, and health problems than their Taiwanese counterparts. Further, though discrimination was associated with health problems in both groups, this effect was accounted for by heightened international sexual stigma and rumination in the Italian sample only (Baiocco et al., Reference Baiocco, Scandurra, Rosati, Pistella, Ioverno and Bochicchio2023). By indicating that the mechanisms underlying the impacts of minority stress on SMGD health differ across cultures, these findings raise the important possibility of cultural differences in all of the proposed pathways within the individual and couple-level minority stress models (LeBlanc et al., Reference LeBlanc, Frost and Wight2015). We suggest more multi-national studies to examine cultural differences in these pathways, including the potential stress-buffering effects of individual and community social support, with emphasis on couple-level outcomes.
Moreover, minority stress research has been criticized for focusing primarily on individual-level stressors, neglecting stressors at other levels of the social ecology, such as institutional and structural stigma (Hatzenbuehler, Reference Hatzenbuehler2016). These forms of stigma can manifest in various ways, such as unequal access to healthcare, housing, education, and employment. The variation in institutional and structural stigma across different nations provides a unique opportunity to examine the effects of these stressors on SMGD individuals and relationships. As demonstrated in previous chapters, some countries, such as Austria (Chapter 2) and Portugal (Chapter 8), have made progress in reducing structural stigma through protective laws and policies, while others, like India (Chapter 4) and Malaysia (Chapter 7), maintain discriminatory, criminalized practices. By comparing the experiences of SMGD individuals in different countries, researchers can identify the specific impacts of institutional and structural stigma on individual and relational well-being. In addition, future studies could compare the mechanisms connecting institutional and structural stressors to SMGD individuals’ outcomes across cultures. In short, broadening the investigation of minority stress beyond individual experiences to include institutional and structural factors is crucial for a comprehensive understanding of the challenges faced by SMGD individuals globally.
SMGD Strengths and Resiliency Factors
Existing theories and research on SMGD health have predominantly focused on challenges and risk factors, overlooking SMGD strengths, protective factors, and processes that promote resilience in the face of societal stigma and other obstacles (see Chapter 1 for a review). Additional research examining these strengths and resilience factors, that reduce or counteract the adverse effects of stigma on SMGD individuals and couples, would greatly inform efforts to enhance their well-being. Emerging research has explored strengths such as having a positive LGB identity (Rostosky et al., Reference Rostosky, Cardom, Hammer and Riggle2018), as well as resilience and coping mechanisms among SMGD individuals and couples. Yet, these studies have generally been restricted to samples in the United States (e.g., Asakura, Reference Asakura2016; Schmitz & Tyler, Reference Schmitz and Tyler2019) and the focus has been disproportionately on young gay men and white individuals (Robinson & Schmitz, Reference Robinson and Schmitz2021). In a notable exception, Siegel and colleagues (Reference Siegel, Randall, Lannutti, Fischer, Gandhi and Lukas2022) explored associations between a positive LGB identity and relationship quality in three European nations (Austria, Germany, and Switzerland). Relationship quality was higher among participants who perceived that a sexual minority identity enhances the potential for romantic intimacy, suggesting that this aspect of a positive minority identity may promote relational health among SMGD Europeans. Yet, the literature still lacks a comprehensive understanding of the types of resilience processes and coping strategies that are effective in different cultural and social contexts. We echo the chapters on Brazil (Chapter 3) and South Africa (Chapter 13) by advocating for additional investigations of individual resilience processes in culturally diverse contexts. We ask, are there indigenous forms of resilience and coping that have not yet been identified in the literature? How do the cultural and historical contexts affect the effectiveness of different resilience processes across cultures?
Another future direction is relational resilience, the process in which a couple performs relationship behaviors that assist each party in adapting and maintaining well-being during stressful life situations. Haas and Lannutti (Reference Haas and Lannutti2022) found that relational resilience is a crucial mechanism linking the enactment of relationship maintenance to positive relational quality outcomes. Moreover, when coping with minority stress, SMGD individuals in the United States are less reliant on LGBTQ-specific social supportive environments, but more dependent on romantic partners, underscoring the centrality of partner social support (Haas & Lannutti, Reference Haas and Lannutti2021). In nations such as Türkiye (Chapter 10), where SMGD individuals are subject to both societal and institutional discrimination, understanding the role of relational resilience becomes even more crucial. Thus, future research should aim to explore the types of relational resilience that are effective in such hostile environments. In sum, there is a need for additional studies on how SMGD individuals cultivate individual and relational resilience across various cultural and relational contexts.
Intersectionality
Intersectionality examines how multiple social identities, such as race, gender, sexual orientation, and social class, interact to produce complex experiences of privilege and oppression (Crenshaw, Reference Crenshaw1991). Rather than viewing these identities in isolation, intersectionality emphasizes that the interplay between different identity facets is synergistic, creating unique challenges and opportunities not reducible to any one identity. For example, the experiences of a black lesbian woman cannot be fully understood by separately examining the effects of race, gender, and sexual orientation. Instead, these identities intersect in complex ways, generating distinct experiences (Bowleg, Reference Bowleg2008). Intersectionality is particularly relevant when considering the experiences of SMGD individuals. However, much existing literature tends to prioritize singular or dual identity facets, such as gender and sexual orientation, with limited research on individuals with multiple marginalized identities (see Randall & Curran, Reference Randall and Curran2023 for a literature synthesis). Thus, additional studies are needed to investigate how different combinations of intersecting identities create unique experiences for SMGD individuals.
A growing number of studies have examined intersectionality in Western contexts like the United States (Chapter 11), where race and socio-economic status frequently intersect with sexual orientation and gender identities (e.g., Swann et al., Reference Swann, Dyar, Baidoo, Crosby, Newcomb and Whitton2022; Reference Swann, Crosby, Newcomb and Whitton2024). However, there is also a need for more nuanced research that explores how these intersections manifest in different cultural contexts. For example, in countries like India (Chapter 4), where the caste system still holds significant social influence, how does one’s caste intersect with their SMGD identity to shape their experiences in romantic relationships? How do SMGD individuals navigate the complexities of caste or religious differences within their romantic relationships in India? Systematic mapping of identity combinations will enable deeper theoretical insights and better-targeted interventions and policy planning. Therefore, future research should aim to incorporate culturally tailored variables, such as caste and religion, to provide a more comprehensive understanding of the intersectional experiences of SMGD people globally.
Family and Family Planning
The experiences of SMGD youth and families represent a critical yet underexplored area of research. While the chapter on Indonesia (Chapter 5) indicated that family social support is associated with lower minority stress and better mental health, as noted in Chapter 2 (Austria) and Chapter 11 (US), there remains a need for more comprehensive studies that explore the impact of family dynamics on SMGD individuals’ psychological well-being, self-esteem, and relational competence. For example, future research may scrutinize how varying familial structures, such as single-parent versus two-parent households, households with stepparents versus biological parents, and adopted families versus nuclear families, exert differentiated effects on SMGD youth. Beyond parental influences, the role of siblings in shaping the experiences of SMGD youth remains an underexplored avenue: How do the experiences of SMGD youth who are only children differ from those who grow up with siblings? This could include an investigation into whether sibling relationships serve as sources of support or, conversely, contribute to minority stress.
Another significant yet underexplored topic is the experiences of SMGD individuals who choose to become parents. Researchers could examine the diverse paths to parenthood among SMGD individuals, such as biological parenting, adoption, and surrogacy. Such work could illuminate the unique benefits and challenges associated with each pathway, from navigating legal systems to managing societal prejudice. Additionally, future research could delve into how the transition to parenthood shapes SMGD individuals’ identities, well-being, and relationships. Future studies documenting the outcomes of children raised by SMGD parents will be very important for efforts to address discriminatory laws and policies that prevent these individuals from adopting or being recognized as the legal parents of their children.
A growing body of research from the United States and Western Europe, such as Italy, the Netherlands, and the United Kingdom, has revealed that children raised by same-sex couples fare equally well in terms of psychological and social functioning (Anderssen et al., Reference Anderssen, Amlie and Ytterøy2002; Miller et al., Reference Miller, Kors and Macfie2017; Yun et al., Reference Yun, Haimei, Min, Jiawen, Sumin and Weiyi2023). However, more studies on this topic are needed in non-Western countries, particularly in regions where SMGD relationships are illegal and/or largely stigmatized. Costa and Shenkman (Reference Costa, Shenkman, Goldberg and Allen2020) noted that existing studies in non-Western contexts are primarily in languages other than English and generally comprise small-scale qualitative studies. Moreover, the legal landscape also presents a paradoxical challenge. For example, in Taiwan, while the legalization of same-sex marriage has provided some legal protections for SMGD couples, it has also created new forms of stigma toward SMGD adoption and other family-building options (Friedman & Chen, Reference Friedman and Chen2023). Thus, future work should examine how cultural norms and legal frameworks intersect to shape the family planning experiences of SMGD individuals.
Intimate Partner Violence
One aspect of SMGD relational health that deserves more attention is intimate partner violence (IPV). High rates of IPV victimization have been documented among SMGD populations across numerous countries, including Australia, Brazil, Canada, India, Kenya, Nigeria, South Africa, the United Kingdom, and the United States (Kar et al., Reference Kar, Das, Broadway-Horner and Kumar2023). Recent literature reviews show higher rates of lifetime and past-year IPV among sexual minority compared to heterosexual individuals (Porsch et al., Reference Porsch, Xu, Veldhuis, Bochicchio, Zollweg and Hughes2023) as well as among gender minority compared to cisgender individuals (Peitzmeier et al., Reference Peitzmeier, Malik, Kattari, Marrow, Stephenson, Agénor and Reisner2020). Examining how IPV manifests and is addressed among SMGD individuals cross-culturally can identify important similarities and differences across diverse contexts. In addition, minority stress processes, including anti-SGM victimization and microaggressions, contribute to IPV vulnerability and risk in SMGD relationships (Kar et al., Reference Kar, Das, Broadway-Horner and Kumar2023; Sarno et al., Reference Sarno, Newcomb and Whitton2023). Additional cross-cultural research could help elucidate how these minority stress processes may operate in specific cultural settings to influence IPV in SMGD relationships.
Moreover, future research could explore how cultural norms shape IPV experiences and dynamics within SMGD relationships. For example, some cultures do not acknowledge that IPV occurs in SMGD relationships at all. Other cultures have a “double closeting” stigma where both SMGD identities and IPV experiences are deeply stigmatized and hidden (Kar et al., Reference Kar, Das, Broadway-Horner and Kumar2023). Legal frameworks and social policies that protect and support SMGD IPV survivors also vary dramatically worldwide. Only few countries currently have legal protections specifically for SMGD IPV victims and survivors (Kar et al., Reference Kar, Das, Broadway-Horner and Kumar2023). These differences in cultural norms and legal contexts surrounding IPV may necessitate that SMGD individuals and couples develop different coping mechanisms and strategies. Comparative research examining IPV across diverse cultural settings can lead to a better understanding of these critical cultural and legal influences. Such research can ultimately inform the development of culturally sensitive IPV prevention efforts, intervention programs, and supports that are tailored to meet the unique needs of SMGD people across the world.
Summary
Despite growing visibility, global research on SMGD individuals and their relationships remains limited and knowledge gaps persist regarding the basic demographic characteristics and lived experiences of SMGD populations in many countries. Existing studies largely concentrate on individual factors and outcomes, overlooking couple-level outcomes and how relational, cultural, and political factors shape SMGD individuals’ personal and relational well-being. In addition, research rarely examines relationships beyond monogamous couples, excluding polyamorous relationships and arrangements with more than two partners. Future studies should be more inclusive of other types of SMGD relationships. In short, this section intends to catalyze a more expansive dialogue on potential research topics that could deepen our understanding of the experiences of SMGD individuals. By focusing on these key areas, we can develop a more comprehensive and nuanced understanding of the unique and diverse experiences faced by SMGD individuals and couples.
Future Research Methods
The previous chapters have discussed research that employed a variety of methodologies, from qualitative interviews to cross-sectional quantitative surveys, to investigate SMGD individuals’ experiences across different cultural contexts. While these approaches have generated valuable insights, further methodological advancements are essential for enhancing the rigor, validity, and impact of global research in this field. This section aims to synthesize these methodological considerations and delineate future directions for studying the experiences of SMGD individuals across cultures. Readers who are interested in a more comprehensive description of the methodological and statistical tools in multi-nation studies should refer to Chapter 2.
Developing Measures with Cross-Cultural Reliability and Validity
As noted in Chapter 2 and demonstrated in other chapters, a major obstacle to conducting multi-nation studies is a lack of data regarding the cross-cultural reliability and validity of measures. Many of the theoretical frameworks and measurement instruments have been developed within Western contexts, primarily by researchers in English-speaking countries (Guillemin et al., Reference Guillemin, Bombardier and Beaton1993). Consequently, these variables and instruments necessitate rigorous cross-cultural conceptualization and adaptation before they can be suitably deployed in diverse linguistic and cultural settings (see Maneesriwongul & Dixon, Reference Maneesriwongul and Dixon2004 for a methods review of the instrument translation process). The multi-nation study that is the root of many chapters in this book is a good example of a study that has done this type of cross-cultural methodological work, but more studies employing such methods are needed.
First, the process of adaptation should extend beyond mere linguistic translation to encompass nuanced cultural and contextual relevancy. In doing so, researchers should aim not only to produce a version of the questionnaire that is linguistically equivalent to the original but also to modify it so that it resonates with the cultural norms and lived experiences of the target population. For example, while the English statement “I pray to God to be straight” can be translatable into Chinese with linguistic accuracy, it may not be relevant or meaningful to many Chinese participants.
Additionally, the applicability of Western-centric theoretical constructs may be limited in non-Western settings. For instance, the construct of “coming out,” that is rooted in Western individualism, may not have a direct equivalent in collectivistic societies such as Malaysia (Chapter 7) and Portugal (Chapter 8), where collectivistic values prevail over individualistic ones. In Western models, revealing one’s minority sexual orientation and gender identity to others is often posited as a critical milestone in identity development and a path to self-authenticity. Conversely, in societies where homosexuality is highly stigmatized and/or criminalized, many SMGD individuals do not perceive the need to declare their identities, as they are content with being invisible and private (Cheah & Singaravelu, Reference Cheah and Singaravelu2017). Therefore, cross-cultural studies should ensure that the instruments measure the same construct in all sampled groups. Future research should prioritize the development and validation of culturally sensitive measures through collaborations with local experts and community members.
Dyadic Research
The dynamics of interpersonal relationships are complicated and multi-faceted, underscoring the importance of dyadic research that can capture these nuances (Kenny et al., Reference Kenny, Kashy and Cook2006). In romantic dyads, members are interdependent and interconnected with one another. That is, a dyad member’s action is likely to affect not only their own behaviors and outcomes (i.e., actor effects) but also their partner’s experiences (i.e., partner effects) over time. The Actor–Partner Interdependence Model (APIM) offers a useful framework for capturing dyadic patterns in quantitative research by simultaneously estimating actor and partner effects while accounting for the covariation between partners (Kenny et al., Reference Kenny, Kashy and Cook2006). Recent research using the APIM approach has revealed interesting patterns of actor and partner effects of minority stress on relationship functioning that may differ by gender. For example, only actor effects of internalized stigma and anti-SMGD microaggressions on relationship quality were observed in a US sample of male same-gender couples (Feinstein et al., Reference Feinstein, McConnell, Dyar, Mustanski and Newcomb2018), whereas both actor and partner effects of internalized stigma and discrimination on relationship quality were observed among female same-gender couples in the United States (Scott et al., Reference Scott, Parsons, Do, Knopp and Rhoades2023). Future studies can employ APIM to better understand which particular minority stress experiences affect not only the individual but also their partner, for which types of couples in which particular contexts. This approach could also be particularly enlightening in contrasting societal contexts, such as Nigeria (Chapter 12) and Austria (Chapter 2), where the levels of social acceptance of minority identities vary significantly. Such cross-nation studies could help build understanding of how cultural factors may moderate actor and partner effects identified within the APIM framework.
In addition to quantitative dyadic research, various scholars also advocate qualitative dyadic research, in which both members of a dyad are interviewed, either together or separately, and responses from both parties are analyzed to understand the dynamics of the dyads (see Manning & Kunkel, Reference Manning and Kunkel2015). Dyadic analysis in qualitative research allows researchers to comprehend and compare the similarities and differences between members of the couple, especially when they have been interviewed separately. Consequently, this approach enables researchers to gain insights that go beyond individual viewpoints, offering a deeper understanding of how these individuals perceive their shared experiences as a dyadic unit (Manning & Kunkel, Reference Manning and Kunkel2015). Based on the Framework method, Collaço and colleagues (Reference Collaço, Wagland, Alexis, Gavin, Glaser and Watson2021) have outlined detailed procedures to conduct qualitative dyadic analysis. Regardless of quantitative or qualitative research, we suggest researchers collect and analyze dyadic data when feasible.
Longitudinal Designs
While cross-sectional studies offer valuable insights into SMGD individuals’ experiences, they are inherently limited in their ability to establish causality and track changes over time (Bolger & Laurenceau, Reference Bolger and Laurenceau2013). Longitudinal designs offer a solution to these limitations, allowing researchers to observe how experiences and outcomes evolve over time (Bolger & Laurenceau, Reference Bolger and Laurenceau2013; Caruana et al., Reference Caruana, Roman, Hernández-Sánchez and Solli2015). Specifically, researchers can utilize panel studies that follow the same participants over an extended period and collect data at multiple time points to observe changes or developments within the same group of individuals (Caruana et al., Reference Caruana, Roman, Hernández-Sánchez and Solli2015). For instance, future multi-nation studies can form cohorts of SMGD individuals in different countries and follow these cohorts over several years to track changes in minority stressors, relationship dynamics, and mental health outcomes within each cohort and across nations. However, in countries where SMGD individuals face legal and social adverse consequences for disclosing their sexual orientation or gender identity, participating in a long-term study can be risky. To minimize participation risk, other forms of longitudinal design, such as repeated cross-sectional studies and retrospective studies, can be particularly valuable.
In repeated cross-sectional studies, data is collected from different participants or samples at multiple points in time (Caruana et al., Reference Caruana, Roman, Hernández-Sánchez and Solli2015). As the stigma and legal landscape surrounding SMGD issues can shift rapidly, repeated cross-sectional studies can capture these evolving contexts while reducing individual participation risks, such that participants may feel more comfortable knowing that their participation is less likely to be identified or tracked over time. In retrospective studies, researchers collect data retrospectively, examining past experiences within a defined cohort (Caruana et al., Reference Caruana, Roman, Hernández-Sánchez and Solli2015). In nations lacking SMGD research, a retrospective design can analyze historical events, legal records, policy changes, and their effects on the SMGD community. Participants may also be more willing to share historical data that does not jeopardize their current safety or privacy. Thus, future studies should utilize various forms of longitudinal designs to elucidate the direction of effects, developmental trajectories, contextual variations, and historical insights while minimizing participation risks.
Notably, the feasibility of implementing longitudinal designs should be carefully evaluated. Longitudinal studies often require substantial resources, including financial support for participant compensation, research tools, and sustained data collection efforts over an extended period (Bolger & Laurenceau, Reference Bolger and Laurenceau2013). Researchers should navigate the challenges of securing funding and ensuring the availability of appropriate research tools to gather comprehensive and reliable data. Moreover, the ethical implications of compensating participants, especially in regions with limited resources or where stigma is pervasive, need to be thoughtfully addressed. Collaborative efforts with local advocacy groups and community organizations are instrumental in overcoming these challenges, fostering community engagement, and enhancing the overall feasibility of the research endeavor. By acknowledging and proactively addressing these practical considerations, researchers can strengthen the robustness and applicability of their longitudinal studies on SMGD individuals and couples.
Community-Based Participatory Research
Several chapters in this volume emphasized the importance of community-based participatory research (CBPR). For example, Chapter 2 (Austria) recommended adopting a CBPR approach throughout the research cycle as community members possess unique knowledge in different stages of the research process. These recommendations echo the broader literature that advocates for such an approach in marginalized communities (Minkler & Wallerstein, Reference Minkler and Wallerstein2011; Wallerstein & Duran, Reference Wallerstein and Duran2010). By involving members as active partners, rather than passive subjects, CBPR places the target community at the center of the research process, integrating community members into various aspects of the research, including study design, data collection, analysis, and dissemination. First, this approach ensures that the research design is culturally sensitive and socially relevant (Minkler & Wallerstein, Reference Minkler and Wallerstein2011). For example, participants from diverse cultural backgrounds may weigh the importance of coming out to family members differently. Without community input, researchers risk focusing on issues less relevant to participants.
Moreover, there is often a negative association between a country’s hostility toward SMGD individuals and the willingness of these individuals to participate in research studies conducted in that country. Such reluctance often results in selection bias, as the individuals who do opt into studies tend to be unrepresentative of the broader SMGD population in that cultural context. CBPR helps address the selection bias, as well as navigate ethical challenges and risks. In some countries, such as Nigeria (Chapter 12), punitive laws and societal discrimination against SMGD individuals pose ethical dilemmas that could expose participants to harm without proper safeguards. By involving the community in the recruitment process, researchers can better assess the potential risks, as well as identify accessible resources and develop feasible strategies to recruit and protect participants (Minkler & Wallerstein, Reference Minkler and Wallerstein2011).
In addition, engaging the local SMGD community ensures that research findings are effectively disseminated and implemented to address the needs of the community (Minkler & Wallerstein, Reference Minkler and Wallerstein2011). By involving community members in the dissemination process, researchers can leverage their insights and experiences to develop strategies for reaching a wider audience and making a more significant impact (Minkler & Wallerstein, Reference Minkler and Wallerstein2011). In short, we recommend future studies engage community members throughout the research process, from developing research questions, to recruiting and protecting participants, and to disseminating research findings. We recommend CBPR, that promotes culturally sensitive and socially impactful research while addressing ethical challenges and reducing participation risks and selection bias. Even when it is not feasible, we still advocate for as much community involvement as possible.
Mixed-Methods Approaches
Given the intricate and diverse nature of SMGD individuals’ experiences of their relationships, utilizing both qualitative and quantitative methods can provide a more comprehensive understanding of these phenomena (Creswell & Plano Clark, Reference Creswell and Plano Clark2017). Quantitative methods can provide generalizability for identifying overarching patterns, while qualitative methods can capture the nuances and complexities that quantitative methods might overlook, especially in culturally diverse settings such as Malaysia (Chapter 7) and the United States (Chapter 11). Thus, future research should employ mixed-methods approaches to leverage the strengths of both methods. For instance, a mixed-methods study could involve quantitative surveys to assess the prevalence and cognitive predictors of certain issues within SMGD relationships, followed by in-depth qualitative interviews to explore the unique contextual factors influencing these dynamics. This integration of methods offers a more comprehensive view of SMGD relationships and well-being.
Summary
This section suggests several strategies for elevating the methodological rigor and social value of research on SMGD individuals and relationships, including developing methods and measures with cross-cultural reliability and validity, dyadic designs, longitudinal studies, community-based participatory research, and mixed-methods approaches. Other methods, such as daily diaries (Gunthert & Wenze, Reference Gunthert, Wenze, Mehl and Conner2012) and naturalistic observations (Angrosino, Reference Angrosino2016), can also provide valuable additions to the literature. Moreover, open science practice addressing the rigor, transparency, and reproducibility of research is also a critical consideration (see Chapter 2). By adopting these methodologies, researchers can not only address the limitations of past studies but also contribute to a more nuanced and comprehensive understanding of SMGD experiences across cultures.
Translating Research into Meaningful Actions
The ultimate goal of research is to translate findings into meaningful outcomes that improve well-being. The preceding chapters have provided valuable insights into the experiences and challenges faced by SMGD individuals across different nations. The next step is to apply the knowledge into practice. Thus, this section outlines directions for extending research findings into impactful community programs, interventions, legal reforms, educational initiatives, and technological innovations to promote social justice and equity for SMGD individuals globally.
Community Outreach
Community outreach refers to deliberate efforts to engage with, support, and empower SMGD individuals who may not otherwise have access to those resources (Minkler & Wallerstein, Reference Minkler and Wallerstein2011). As exemplified by grassroots organizations in India (Chapter 4), community engagement not only enables data collection but also facilitates the active dissemination of information, policies, and interventions grounded in research findings. Indeed, by actively involving community members in research and outreach efforts, these methods not only empower the SMGD communities but also foster a sense of ownership and responsibility for the outcomes. This inclusive approach ensures that the research findings are not just disseminated but are actively integrated into practical solutions, thereby maximizing their social impact (Minkler & Wallerstein, Reference Minkler and Wallerstein2011).
To disseminate and implement what is learned from research, community outreach could involve holding town hall meetings, focus groups, or workshops to share key findings with community members. Researchers should also establish genuine partnerships and foster a sense of shared responsibility with community leaders and organizations to develop action plans, programs, or policies based on the results. For example, if the research identified a need for more youth programs, the team could work with local nonprofits to create an after-school initiative. Or if systemic inequities were uncovered, advocates could lobby for legislative changes. The key is an ongoing, two-way dialogue where community priorities steer the translation of research into real-world change. This ensures the knowledge gained will address the actual needs and challenges experienced by the SMGD groups. Through continued partnership, researchers and communities can find ways to sustainably put insights into practice.
However, community outreach cannot adopt a one-size-fits-all approach, as unique socio-political contexts demand tailored strategies. For instance, in countries like Indonesia (Chapter 5) and Nigeria (Chapter 12), where SMGD individuals face punitive laws and widespread social discrimination, outreach initiatives should explore “underground” or discreet methods of connecting community members and providing support, such as online forums or encrypted communication channels. These secure platforms can provide SMGD individuals with a safe space for sharing experiences, seeking guidance, and accessing resources free from persecution and stigmatization. Therefore, future studies should also consider how the political and cultural contexts may affect their community outreach efforts. In other words, future outreach endeavors should emphasize flexibility, inclusivity, and contextual relevance.
Interventions and Programs
The need for targeted interventions and applied programs is underscored by the consistent findings across chapters linking minority stress factors to adverse mental health and relational outcomes. Cognitive Behavioral Therapy (CBT) adapted for SMGD individuals has shown promise in reducing anxiety and depression symptoms in Western contexts (Pachankis, Reference Pachankis2014). However, the cultural adaptability and inclusiveness of such interventions need to be considered. Interventions could incorporate elements of local culture and spirituality to enhance their effectiveness. For example, researchers can develop a trauma recovery program for SMGD individuals that integrates traditional healing practices with CBT. In addition, interventions and programs should also focus on relational well-being, incorporating dyadic approaches that involve both partners in a relationship.
The chapters on Brazil (Chapter 3) and the United States (Chapter 11) emphasized the importance of resilience and dyadic coping in mitigating the effects of minority stress. Recent years have witnessed an initial emergence of such programs, including tailored SMGD versions of healthy relationship education (Buzzella et al., Reference Buzzella, Whitton and Tompson2012; Pepping et al., Reference Pepping, Halford, Cronin and Lyons2020; Whitton et al., Reference Whitton, Weitbrecht, Kuryluk and Hutsell2016; Reference Whitton, Scott, Dyar, Weitbrecht, Hutsell and Kuryluk2017), relationship-focused HIV prevention programs (Newcomb et al., Reference Newcomb, Macapagal, Feinstein, Bettin, Swann and Whitton2017; Reference Newcomb, Sarno, Bettin, Carey, Ciolino and Hill2020; Reference Newcomb, Sarno, Bettin, Conway, Carey and Garcia2022), and couple therapy (Pentel et al., Reference Pentel, Baucom, Weber, Wojda and Carrino2021). However, a 2019 systematic review of SMGD relationship interventions highlighted the ongoing underrepresentation of SMGD individuals in couple outcome research (Kousteni & Anagnostopoulos, Reference Kousteni and Anagnostopoulos2020). Future programs could focus on relational resilience-building, dyadic coping, and social support enhancement.
Moreover, interventions and programs should consider the role of intersectionality, as discussed in the chapters on India (Chapter 4) and Italy (Chapter 6). Programs should address the unique challenges faced by SMGD individuals who also belong to other marginalized groups. A 2020 review of 43 mental health interventions for sexual minority people indicated that only 16% of the programs adequately considered the complex effects of intersectionality (Huang et al., Reference Huang, Ma, Craig, Wong and Forth2020). This suggests that there is still a significant need for interventions and programs tailored to the diverse, intersecting identities and experiences of SMGD people. The review also identified community-based participatory research as a useful method to ensure intersectionality (Huang et al., Reference Huang, Ma, Craig, Wong and Forth2020). Therefore, researchers should partner with community organizations to ensure programs are culturally inclusive, feasible, and meet local needs. Furthermore, there is also a need for more rigorous program evaluation at a global level to build the evidence base for SMGD interventions and programs. Currently, all known relationship intervention programs for SMGD couples originate from Australia and the United States (Kousteni & Anagnostopoulos, Reference Kousteni and Anagnostopoulos2020), leaving unanswered questions about the most effective means of delivering interventions to SMGD couples in other countries and cultural contexts. Future research is needed to develop culturally tailored, evidence-based interventions and programs to improve the well-being of SMGD individuals, couples, and families in other areas of the world.
Legal Advocacy and Activism
Legal advocacy in the context of SMGD research refers to the strategic use of empirical findings to advance SMGD rights and well-being through a range of activities, such as legislative lobbying, litigation, public awareness campaigns, and grassroots organizing. For example, research on the mental health disparities faced by transgender youth can inform legal advocacy efforts to limit conversion therapy and ensure access to gender-affirming healthcare. Similarly, studies on the economic hardships experienced by SMGD couples can be used to advocate for marriage equality and anti-discrimination protections. In essence, legal advocacy in the context of SMGD research is the bridge that connects empirical knowledge with tangible changes in law and society, striving to create a more inclusive and equitable future for all.
However, while legal frameworks significantly influence the lives and well-being of SMGD individuals and couples, as evidenced in places like South Africa (Chapter 13) and Taiwan (Friedman & Chen, Reference Friedman and Chen2023), there exists a paradox wherein progressive laws coexist with persistent societal prejudice. In other words, progressive laws alone cannot overcome entrenched societal prejudice. Thus, effective legal advocacy should be coupled with well-crafted public awareness campaigns designed to challenge deeply ingrained stereotypes and prejudices. These campaigns should be grounded in empirical evidence, drawing upon research findings to construct compelling arguments for reform. Collaborating with legal scholars and activists, future studies should strategically blend empirical evidence with persuasive narratives to advance legal advocacy and activism for SMGD individuals by addressing both legislative reforms and societal attitude shifts.
Technology-Enabled Solutions
Although not a central focus in preceding chapters, emerging technologies present significant opportunities to enhance outreach and advocacy for SMGD individuals globally. In restrictive environments where traditional interventions and advocacy pose risks, technology-enabled solutions can provide discreet, accessible support to the SMGD community through digital platforms offering legal guidance, mental healthcare, and safe online forums for experience sharing and mutual support. Beyond facilitating help-seeking and resource access, technology also empowers advocacy through global online campaigns, social media activism, digital storytelling, and crowdfunding for SMGD organizations. Digital tools can further aid future research by serving as data collection points, ensuring interventions adapt to evolving real-world needs.
However, the digital divide of unequal technology access should be considered when leveraging these tools. Given that not all SMGD individuals have access to smartphones or computers, organizations can establish low-tech alternatives, such as SMS-based support services or toll-free hotlines to help those with limited digital access. In addition, by partnering with telecommunications companies or government agencies, advocacy organizations can subsidize smartphones and data plans for marginalized SMGD individuals, making technology more accessible. Moreover, running digital literacy programs that educate SMGD communities on safely and effectively using technology can empower individuals to harness the benefits of the digital age. Thus, technology-enabled solutions are an important future direction and consideration. By leveraging technology for outreach, participant recruitment, and concurrently addressing the digital divide, researchers can ensure that innovative solutions are both inclusive and effective in advancing the rights and well-being of SMGD individuals worldwide.
Summary
This section highlights several pathways for extending SMGD research to have tangible impacts. Through active and respectful engagement with stakeholders, scholars can help develop interventions, programs, legal reforms, educational initiatives, and technology-based solutions to promote social justice worldwide. Importantly, scholars should consider the unique needs and perspectives of diverse SMGD communities when developing solutions, as a one-size-fits-all approach may overlook key factors. Sustained collaboration and open communication with SMGD individuals and groups will help ensure research translates into meaningful progress. In short, by linking science to advocacy and action, researchers can foster a more just world where SMGD can build thriving relationships and live fully as their authentic selves across all cultures.
Conclusion
The journey toward understanding the experiences of SMGD individuals and relationships is far from complete. As this volume has illustrated, the field is marked by a complex interplay of cultural, legal, and societal factors that shape the lives of SMGD individuals and couples across different cultures. This chapter has aimed to provide a roadmap for future research and practice, focusing on the topics that need further exploration, the methods that can provide deeper insights, and the outcomes that can translate research into meaningful impact. As we move forward, it is crucial to adopt a multi-faceted, culturally sensitive, and evidence-based approach that can address the unique challenges and opportunities presented by each context. In doing so, we can work toward a more equitable and inclusive future, improving the well-being and quality of life for SMGD individuals and couples worldwide.
This chapter provides a summary of the implications for researchers, clinicians, and policymakers drawn from the findings on the associations between sexual minority and gender diverse (SMGD) individuals’ experiences of minority stress and implications for individual and relationship well-being across 12 countries. We highlight country-specific findings that may be used to inform research, clinical practice, as well as policy. First, we explore the status of SMGD relationship research on a transnational level, next we draw attention to clinical interventions, and, finally, to implications for policymakers in diverse contexts.
Authors’ Positionalities
The first author is a white, lesbian and/or genderqueer, able-bodied person in a partnered relationship with children who was raised in the US Midwest and South and currently resides in the US Northeast. She holds a PhD in counseling psychology and is professor and director of training of a PhD program in counseling psychology at a Northeastern university. She conducts qualitative and quantitative research focused on SMGD concerns and communities, including the mental health impact of anti-lesbian, gay, bisexual, transgender, and queer (LGBTQ+) legislation, global mental health access and treatment, as well as sexual orientation and gender identity change efforts.
The second author is a white, bisexual, female-identified, able-bodied person in a married same-sex partnership who was raised in the US South and continues to reside in this region. She holds a PhD in counseling psychology and is professor and director of graduate studies at a public, land-grant university in the United States. For 24 years she has conducted qualitative and quantitative research on socio-psychological issues related to SMGD people’s health and well-being. The health and well-being of SMGD people’s relationships has been a particular interest and area of scholarship.
SMGD People and Their Relationships
This volume provides a global overview of SMGD people and their relationships that includes 12 countries spanning 5 continents, and explores research, clinical practice, and policy implications in each context. Focusing on SMGD people and their relationships is critical to understanding the challenges SMGD people face, as well as how they develop resilience when navigating SMGD-related minority stressors and structural stigma (Hatzenbuehler, Reference Hatzenbuehler2016). It is estimated that globally 83% of sexual minority people fully or partially conceal their sexual identities (Pachankis & Bränström, Reference Pachankis and Bränström2019), and this high percentage is likely related to high country-level structural SMGD-related stigma in the contexts in which the majority of SMGD people reside.
Although there have been many recent and important steps forward for SMGD rights (e.g., marriage equality in Estonia [2024]; extension of access to health care benefits to partners in same-sex couples in South Korea [2023]; and national self-identification gender recognition in Spain [2023]), 80% of the global population reside in countries that are actively restricting human rights freedoms including SMGD rights (Freedom House, 2023). Documented attempts to restrict SMGD rights are often precursors to democratic backsliding, including reducing the effectiveness of the democratic process and institutions (Flores et al., Reference Flores, Carreño and Shaw2023). In many cases, attacks on SMGD rights are sought through relationship restrictions, such as the 2013 Russian Propaganda Ban outlawing nontraditional sexual relationships, that has been adopted in copycat legislation in Kyrgyzstan and Hungary and is in process in other countries (Horne, Reference Horne2020; Horne & White, Reference Horne, Maroney, Nel, Chaparro and Manalastas2019). Other anti-SMGD efforts seek to restrict SMGD alternative reproduction strategies, surrogacy, and adoption; initiatives to restrict gender minority rights to access and determine their own care are mounting, harming family relationships, and creating division and mistrust with medical providers. Thus, this volume is a critically important and timely collection of the relationship experiences of SMGD people in diverse transnational contexts.
The volume includes overviews of SMGD concerns in countries that range in levels of structural stigma. Country-level scores of structural stigma were developed by Pachankis and Bränström (Reference Pachankis and Bränström2019), drawing from six indices of structural stigma (i.e., asylum protections inclusive of sexual minorities; discrepant age of consent for same-sex sexual behaviors; legal protections against SMGD-targeted violence; the right to assembly, legal provisions against SMGD-related discriminations, as well as same-sex partnership and parenting recognitions; International Lesbian, Gay, Bisexual, Transgender, and Intersex Association, 2015). Scores range from −2.5 to +2.5, with higher scores representing greater levels of reported structural stigma. Most of the countries in this volume fall below 0 in terms of structural stigma, including countries with high levels of SMGD support with scores ranging between −2 and −1.5 (Austria [Chapter 2], Brazil [Chapter 3], Portugal [Chapter 8], and South Africa [Chapter 13]). Four others have moderately low structural stigma scores from −1.5 to 0 (Italy [Chapter 6], Switzerland [Chapter 9], Türkiye [Chapter 10], and the United States [Chapter 11]). Finally, four fall within a high structural stigma range between +0 and +2, including Indonesia (Chapter 5), India (Chapter 4), Malaysia (Chapter 7), and Nigeria (Chapter 12), with the highest scores in structural stigma magnitude represented respectively.
Therefore, this volume presents research and findings for countries across the spectrum of SMGD-specific structural stigma levels, ranging from among the most protective nations to the least safeguarded. Despite vast discrepancies in legal protections and state-level support for SMGD people, there are commonalities and distinctions across these countries and regions. In the following sections we consider the implications of these commonalities and variations with respect to future research, clinical practice, and policy implementation across the 12 countries represented in this volume.
Summary of Implications for Research
The legal status of SMGD people and their same-gender relationships has implications for the research that has been conducted and the research that needs to be conducted. In countries where same-sex sexual behaviors are criminalized and same-gender relationships are outlawed, conducting research on SMGD people is extremely difficult. Three of these countries (Indonesia, Malaysia, and Nigeria) are represented in the current volume. The authors of these chapters note that many SMGD people must conceal their gender identities and same-gender relationships and adhere to strong social and religious pressures to form (presumably) heterosexual marriages. This social and legal context presents difficult challenges for researchers. Despite the oppressive environment, researchers in Indonesia (Chapter 5) and Malaysia (Chapter 7) were able to collect data for the Lived Experiences of Sexual Minority and Gender Diverse Individuals Multi-Nation Project (https://osf.io/tsj8v) SMGD-MN study described throughout this volume.
Overall, however, the lack of published research studies suggests research on the lived experience of SMGD people is at the initial phase of discovery and theory building rather than hypothesis testing. This is also the case for same-gender relationship science. Several authors provided a history of SMGD people in their countries and the negative effects on this population of the lingering effects of colonization. An important point of reflexivity for researchers is to continue to reflect on how colonization histories and our own colonization might be limiting our approaches to understanding the definitions, meanings, and enactments of SMGD identities and close relationships (Singh et al., Reference Singh, Parker, Aqil, Thacker, Comas-Díaz and Torres Rivera2020).
Small-scale, systematic, in-depth qualitative studies that prioritize lived experiences and understandings would begin to build a knowledge base that is currently unavailable. For example, the lived experience of forming and maintaining (or dissolving) same-gender partnerships and experiences of risk and social support would be informative. Studies might also focus on the meanings of same-gender relationships and the perceived impact of concealment on relationship quality. Given the influence of religion, it is important to enquire into how SMGD integrate religion and sexuality. Discovery-oriented studies would require trusted insiders to design culturally relevant interview protocols and confidential recruitment procedures given the threat of political and social sanctions. Findings from studies that delve into perceptions and experiences of navigating criminal statutes and accessing health care could help inform and support social services and political advocacy efforts.
Moving beyond the micro-level of the ecological system, survey studies might gather data from families and communities on attitudes and attitude change about SMGD individuals and their relationships. Documenting negative attitudes and beliefs that perpetuate the threat of violence and discrimination (distal minority stress) could be helpful to social change efforts. In addition to basic descriptive data collected through surveys, evaluation studies of ongoing NGO and activist work and their efforts to change attitudes toward SMGD people could assist in improving interventions at the community and societal level.
Some countries represented in this volume do not criminalize same-gender sexual behavior, but also do not provide legal protections for SMGD people. For instance, Türkiye (Chapter 10) does not allow same-gender civil unions, marriage, or adoption rights. GM people may change their gender on identification documents, but only after they have undergone surgery. In this context of structural stigma, the authors of the chapter on Türkiye recommend studies of resilience at the individual and community level. In the arena of relationship science, multi-level studies of family support could help to elucidate the contribution of this resource and the detrimental effects of its absence on individual and relational health.
Two countries in this volume (India and Italy) have not enacted marriage equality or parental rights to adoption and IVF. Italy has extended civil unions to SM people but does not have a nondiscrimination law (Chapter 6), while India passed a nondiscrimination law but lacks legal protections for the partnerships of SM people (Chapter 4). Given the legal context in these countries and others similarly situated, the authors suggest that researchers assess the effects of distal minority stress on SM people and the sources of social support for their relationships. The lack of legal protections and supports for SMGD parents likely has impacts on family formation and maintenance that have not yet been documented. The impact of structural inequities and the resulting minority stress on relational processes such as trust and commitment could provide empirical evidence of harm to families.
As legal rights change or in some cases are withdrawn, studies of the effects of these positive and negative changes on health and well-being would inform policymakers and clinicians. Some research studies might seek to examine group differences in relational and health outcomes in couples who are in civil unions and those in committed, but not legalized, partnerships. Research that uses an intersectionality framework (Crenshaw, Reference Crenshaw1989), as well as a minority stress framework (Brooks, Reference Brooks1981; Meyer, Reference Meyer2003), is important in countries like India (Chapter 4) and Italy (Chapter 6) because of the influence of religions that prohibit and reject SMGD people and pressure people to adopt traditional gender roles. In the case of India, the caste system also intersects with hierarchical systems of sexuality and gender and should be considered in formulating and designing research studies. Authors also note that evidence-based and affirmative interventions that prevent relationship violence and promote healthy relationships need to be created and evaluated.
Authors in this volume consistently note that research on gender diversity and the lived experiences of transgender people lags behind available research on SM people who identify within the gender binary. India, as of 2019, recognizes the rights of transgender persons to self-identify and to register as a third gender (Chapter 4). The United States also provides the right for people to choose a third gender on their US passports (Chapter 11). Italy (Chapter 6) and Switzerland (Chapter 9) permit transgender people to legally change their gender but only within the gender binary. These countries, however, do not provide legal protections against gender identity discrimination. Documenting the effects on health and well-being of legally changing one’s gender identity in countries that do and do not provide protections against gender discrimination is an important focus of future research.
Four of the countries included in this volume (Austria [Chapter 2], Brazil [Chapter 3], Portugal [Chapter 8], and South Africa [Chapter 13]) have enacted laws that prohibit discrimination on the basis of sexual orientation and gender identity. Although sexual and gender identity are protected in the workplace, in housing, and public accommodations due to a US Supreme Court ruling (Bostock v. Clayton County, 2020), over 220 anti-transgender bills to restrict gender-affirming health care access and educational and sport equity and inclusion were introduced across the United States in 2023 (Human Rights Campaign, 2023). Such bills are related to increased reports of depression, anxiety, and psychological distress by SMGD people during their ballot consideration (Horne et al., Reference Horne, McGinley, Yel and Maroney2022; Rostosky et al., Reference Rostosky, Riggle, Horne and Miller2009; Russell, Reference Russell2000).
Marriage equality for same-gender relationships has been achieved in six countries that are included in the present volume (Austria [Chapter 2], Brazil [Chapter 3], Portugal [Chapter 8], South Africa [Chapter 13], Switzerland [Chapter 9], and the United States [Chapter 11]). Parental rights have also been granted, although there are currently restrictions to these rights in Switzerland. Research that documents health and relational effects of these inclusive policies and barriers to their implementation is an important line of research. Documenting the health effects of discrimination in other domains such as the workplace and in health care settings could also support continued efforts to further address inequality.
Future research efforts in these countries might aim for large scale population studies that include sexual orientation, gender identity, and family constellation information (Pachankis et al, Reference Pachankis, Hatzenbuehler, Bränström, Schmidt, Berg and Jonas2021). Unfortunately, this demographic information is often not collected, maintaining a status quo of invisibility. These data would provide important information about health disparities, risk and resilience, and areas of need that are currently unknown. Large survey studies would also allow more nuanced examination of subsamples of SMGD people that consider intersecting systems that affect individual and relational health, such as relationship status, region, and religion.
Bisexual people and male–male couples are two subpopulations that are neglected in the empirical literature, perhaps because of the difficulties in recruitment. Future researchers might tackle this and other methodological issues, including issues related to culturally appropriate and valid assessment tools. Expanding inquiry and conceptual frameworks beyond deficit models to include studies of positive identity and strengths is also an important goal that would inform educational and intervention efforts (Pachankis & Bränström, Reference Pachankis and Bränström2018).
Researchers might consider whether there are additional conceptual frameworks that would inform future research. The minority stress framework (Brooks, Reference Brooks1981; Meyer, Reference Meyer2003) has provided a foundation for decades of important research on sexual minority populations and has been expanded to include gender diverse populations (Testa et al. Reference Testa, Habarth, Peta, Balsam and Bockting2015). Integrating other conceptual models may continue the forward momentum. For instance, Diamond and Alley (Reference Diamond and Alley2022) recently argued that the lack of social safety is conceptually distinct and may precede minority stress processes or even operate in the absence of minority stress. Pachankis and Jackson (Reference Pachankis and Jackson2023) provide a developmental model of psychological adaptation during and following SM concealment and offer a conceptualization to measure post-closet growth. General psychological theories such as Self-Determination Theory (Deci & Ryan, Reference Deci and Ryan2000) and liberatory or community-based models (Singh et al., Reference Singh, Parker, Aqil, Thacker, Comas-Díaz and Torres Rivera2020) may also provide new insights into how basic psychological needs satisfaction, community resources, and relational processes can support health and well-being in SMGD people.
Relationship science still relies heavily on individual self-report given the challenges of recruiting, collecting, and analyzing dyadic, family observation, and community-level data (for challenges of collecting longitudinal, dyadic-level data, see Rothblum et al., Reference Rothblum, Balsam, Riggle, Rostosky and Wickham2020). Researchers might continue to educate granting agencies about the importance of funding studies with more ecological validity that collect multi-level data rather than continuing to rely solely on individual self-report. The authors in the current volume used frameworks of minority stress (Brooks, Reference Brooks1981; Meyer, Reference Meyer2003) and the systemic transactional model of dyadic coping (Bodenmann et al., Reference Bodenmann, Randall, Falconier, Falconier, Randall and Bodenmann2016) as drivers of their research questions. Additional theories including interdependence theory (Rusbult & Van Lange, Reference Rusbult and Van Lange2008) might provide a conceptual basis for hypothesis testing and even multi-national comparisons. For example, how does relationship investment and commitment vary by legal and cultural context? Finally, longitudinal designs could provide knowledge about how individuals and their same-gender relationships change over time. For example, do individuals and couples improve in their ability to cope with (gender) minority stress as they age and their relationship evolves? Does access to family support change over time and, if so, do these changes have effects on relational health? These are just a few questions in a vast territory that remains unexplored.
Summary of Implications for Clinical Interventions
The Need for SMGD Culturally Responsive Training and Education
Many chapters described the dangers and frequency of sexual orientation change and gender identity change efforts (SOCE/GICE), often referred to as conversion therapy or reparative therapy. These unethical approaches have been reported throughout the world and have been documented in 68 countries (OutRight Action International, 2019; UN Human Rights Council, 2020); it is estimated that 698,000 LGBT adults in the United States have experienced SOCE/GICE during their lifetimes (Mallory et al., Reference Mallory, Brown and Conron2018) and, among a large national sample of transgender individuals (N = 27,716), 13.5% reported lifetime prevalence of GICE (Turban et al., Reference Turban, King, Reisner and Keuroghlian2019). Although lay professionals and religious leaders are often the most common perpetrators of SOCE/GICE, mental health professionals have often engaged in SOGE/GICE through behavioral modification, electroconvulsive therapies and aversive therapy treatments, medication therapy, hypnosis, trauma prevention therapies, and involuntary hospitalization (Independent Forensic Expert Group, 2020). Although several countries have enacted or proposed bans on conversion therapy (e.g., Brazil, Germany, Ecuador, Malta, Taiwan), these practices remain common and are related to increased mental health risks among SMGD people who experience them (Horne & McGinley, Reference Horne, McGinley, Yel and Maroney2022).
As was described in Chapter 7, on Malaysia, SOCE/GICE is common in contexts in which there are strong religious or cultural values that contrast with developing norms and protections of SMGD populations (see Haldeman & Hendricks, Reference Haldeman and Hendricks2022; Horne & McGinley, Reference Horne, McGinley, Haldeman and Hendricks2022). Clinical research findings have consistently found that SOCE/GICE can be harmful, and these conclusions have been supported by international investigations by the Pan American Health Organization (2012), the Academy of Science of South Africa with the Uganda National Academy of Sciences (ASSAf, 2015), and the United Nations Independent Expert on Sexual Orientation Gender Identity violence and discrimination (United Nations Human Rights Council, 2020). In countries where SOCE/GICE is rampant, mental health professionals will need to draw upon multiple resources (e.g., clinical training, research findings, international standards and guidelines) to end these practices and move toward affirmative treatment.
A consistent message throughout the chapters was the emphasis on the need for mental health professionals and health care providers to be appropriately trained and educated on SMGD concerns. Even within countries with a full range of SMGD legal protections (e.g., Austria [Chapter 2], Brazil [Chapter 3]), gaps in SMGD-specific mental health and medical treatment delivery were identified. These deficits included a dearth of providers who are familiar with affirmative care models and have knowledge and experience integrating a minority stress framework into their provision of care; an overall absence of training on SMGD concerns within mental health and medical professions; and a scarcity of clinical outcomes data on interventions that had been adapted or developed to serve SMGD populations.
In countries where the delivery of affirmative care to SMGD populations can fall within criminal behavior (e.g., Indonesia [Chapter 5] and Nigeria [Chapter 12]), protections need to be in place for providers of affirmative practice and for training within the helping professions. For example, professional mental health organizations and professions could commit to an ethics of care even when it conflicts with current legal standings and ground SMGD-related care and mental health needs in culturally appropriate and an empirically supported literature base. The pathologization of SMGD identities persists, rendering the work of affirmative practitioners in high structural stigma contexts fraught with challenges. Taking steps to provide affirmative care may require support from international and inter-regional bodies; for example, mental health professionals can draw from the global standards of the classification of diseases related to SMGD people’s concerns prescribed by the ICD-11 (World Health Organization, 2018), or the Standards of Care for the Health of Transgender and Gender Diverse People (Coleman et al., Reference Coleman, Radix, Bouman, Brown, de Vries and Deutsch2022; World Professional Association for Transgender Health, 2022) to underscore the transnational consensus on appropriate treatment and care.
Vulnerable SMGD Communities: Bisexual and Transgender/Gender Diverse People, Youth, and Asylum Seekers
Risks for poor mental health, internalized stigma, and suicidal ideation and attempts are even higher in two identity groups within the larger SMGD population. For example, in the chapter on Italy (Chapter 6), authors noted that bisexual men and women have been found to report higher rates of depression and anxiety, as well as greater sexual identity concealment in comparison to other SMGD. In Brazil (Chapter 3), transgender people are at the highest risk for violence within SMGD communities, and this country reports the highest homicide rate for transgender and gender diverse people in the world. The chapter on Portugal (Chapter 8) emphasized the need for specific interventions for bisexual cisgender men and women as well as transgender and intersex individuals due to greater mental health risks and lack of services for these groups. In a meta-analytic review, bisexual individuals and transgender people are found to report higher or equivalent mental health concerns in comparison to cisgender gay and lesbian people (Ross et al., Reference Ross, Salway, Tarasoff, MacKay, Hawkins and Fehr2018). Higher rates of suicidality and mental health concerns have been found among transgender people in comparison to cisgender people (e.g., Su et al., Reference Su, Irwin, Fisher, Ramos, Kelley, Mendoza and Coleman2016). Mental health supports and social services for bisexual and transgender individuals lag behind community-based assistance for gay and lesbian people. These chapters exploring SMGD concerns transnationally suggest that the vulnerability of bisexual and transgender people should be given focused attention for clinical interventions and supports.
Many chapters drew attention to the increased risks for mental health concerns for SMGD youth. This developmental period is rife with stressors for those who are often coming into a SMGD identity and, depending on the level of social support, are often navigating this process in isolation (Layland et al., Reference Layland, Bränström, Murchison and Pachankis2023). For example, in the chapter on considerations for those living in Austria (Chapter 2), the authors shared findings that 11% of SMGD youth surveyed reported changing schools, and they called for more outreach to SMGD youth in schools and families. In Switzerland (Chapter 9), documented high rates of suicide among young people led the authors to recommend increased social supports at the community as well as family and friend level. Authors writing about SMGD concerns in Türkiye (Chapter 10) noted the need for family interventions for youth. Indeed, for many countries in which the social fabric is built upon family, ethnic, and community interrelationships and kinship (Henrich, Reference Henrich2020), interventions for SMGD youth, in particular, may benefit from inclusion of family members in intervention and prevention efforts, development of and training for family practitioners, and a family systems approach (Koch et al., Reference Koch, Knutson, Nyamdorg, Nakumura and Logie2020).
Other SMGD groups at heightened risk are refugees and asylum seekers and more mental health supports are needed as global migration increases. Countries included in the book that are experiencing an increase in asylum seekers, such as Italy (Chapter 6), discussed this concern. Asylum seekers are vulnerable to discrimination if they identify as SMGD or are perceived to be SMGD during detention and during the process of asylum, and they are at increased risk of violence if their cases are not accepted and they are involuntarily returned to their home countries where they may not have been identified as SMGD (Briseño, Reference Briseño2024). In general, the process of migration represents an “indistinct boundary” when it comes to identification and disclosure of sexual and gender identity (Feinstein & Rentería, Reference Feinstein and Rentería2023, p. 1917; Pachankis & Jackson, Reference Pachankis and Jackson2023); for asylum seekers and refugees there is often no distinct or progressive pattern of disclosure of SMGD identity or coming out, rather, this process is frequently marked by periods of disclosure of SMGD status to gain consideration as someone of a social group that meets criteria for asylum, and simultaneous concealment of SMGD status due to risk for harm from people from the same country during detention or upon arrival in immigrant neighborhoods in the new country. These vulnerabilities will be greatest in countries high in migration regardless of levels of structural stigma; thus, clinical supports for SMGD asylum seekers and immigrants are critically needed (Briseño, Reference Briseño2024).
Suicide Intervention and Prevention and Emphasis on SMGD Positive Psychological Well-being
Although many mental health risks, including depression and anxiety, were discussed in the chapters, the need for suicide awareness and prevention was underscored across the majority. In countries where suicide research had been conducted with SMGD populations (i.e., Austria [Chapter 2], Malaysia [Chapter 7], Switzerland [Chapter 9], the United States [Chapter 11]), increased rates were reported in comparison to cisgender and heterosexual populations. Chapters called for increased attention to suicide awareness, including campaigns that would target SMGD communities. Although measurement of suicidal ideation varies across contexts, it appears to be a common concern for SMGD individuals. At the same time, it may be beneficial to consider strengths-based approaches that may buffer against psychological distress and suicidality by highlighting positive aspects of SMGD identities (Riggle et al., Reference Riggle, Whitman, Olson, Rostosky and Strong2008; Reference Riggle, Rostosky, McCants and Pascale-Hague2011; Rostosky et al., Reference Rostosky, Riggle, Pascale-Hague and McCants2010) and the strengths of same-gender relationships (Rostosky & Riggle, Reference Rostosky and Riggle2017) and communities (Horne et al., Reference Horne, Levitt, Sweeney, Puckett and Hampton2014). These strengths and resiliencies may inspire hope and possibility for SMGD people: In countries where SMGD sexuality and relationships are not criminalized, raising awareness of resiliency, community-based supports, and SMGD-related pride may offset mental health risks by presenting a positive picture of SMGD experience rather than reinforcing minority stress or damage-centered SMGD narratives (Levitt et al., Reference Levitt, Kehoe and Hand2023).
Implications for Policymaking
A prominent theme across chapters was the discrepancy between advancements in SMGD-related policy and social attitudes. Even though SMGD-related protections have been secured in several of the low stigma countries, negative attitudes persist (i.e., Brazil [Chapter 3], South Africa [Chapter 13], and the United States [Chapter 11]). This gap was less apparent in the high stigma countries included in the volume; in these countries (i.e., Indonesia [Chapter 5], Malaysia [Chapter 7], and Nigeria [Chapter 12]) same-sex relationships were criminalized and identifying as a gender different from one’s sex assigned at birth was not allowed. Therefore, persistent negative attitudes toward SMGD people were reported to be congruent with the current legal landscape. In addition, SMGD-rights are vastly discrepant at the nation-state level, with three general tiers of status: Those with broad SMGD-related protections (low structural stigma), those with null environments with respect to SMGD individuals and relationships (moderate structural stigma), and those that continue to criminalize and penalize SMGD relationships (high structural stigma). When rights are so discordant, even in neighboring countries, other factors besides government policies are often attributed to these differences, such as invasive cultural influences, undesirable morals of minoritized communities within a country, Western media influence, or SMGD-related pathologization (Horne; Reference Horne2020; Horne & Manalastas, Reference Horne, Manalastas, Rubin and Flores2020; Stuart & Samman, Reference Stuart and Samman2017). For these reasons, when legal changes are initiated to keep abreast of international human rights or transnational professional standards, even if general population attitudes toward SMGD rights and relationships do not reflect support for such legislation, they should be accompanied by affirming SMGD media campaigns or psychoeducation initiatives to offset potential backlash.
Contributions of International Human Rights and Professional Standards
The influence of international human rights bodies cannot be underestimated in the development and implementation of global SMGD-related rights and protections. For example, beginning in 2011, the inclusion of sexual orientation and gender identity within United Nations (UN) resolutions has been raising international expectations of SMGD-related human rights (Office of the United Nations High Commissioner for Human Rights, 2011). This step forward by the largest international human rights body was followed by subsequent statements and positions in numerous committees of the UN and evolved into the eventual establishment of an independent expert on sexual orientation and gender identity to serve the UN (United Nations, 2016). Other instrumental interregional bodies that have ushered in expansions of marriage rights and hate crimes protections have been the European Union Human Rights Council and the Inter-American Court of Human Rights, that is a body of 20 Central and South American countries whose membership includes a commitment to endorsing marriage equality. When international human rights bodies endorse SMGD-related standards, these resolutions can initiate passage of marriage equality, adoption rights, and non-discrimination policies. Although Brazil was a frontrunner in establishing broad SMGD-related rights in South America, the Inter-American Court has helped foster a broad expansion of SMGD-related human rights in other countries in South and Central America. As Santos and Natividade (Chapter 3) emphasize, however, these policies have not prevented high rates of SMGD hate crimes. Countries that do not belong to interregional bodies that have declared a commitment to SMGD-related rights may not have the same regional supports to rally for rights (e.g., countries in Africa and Asia).
Other international organizations have provided platforms for the establishment of principles to apply to sexual orientation and gender identity. The Yogyakarta Principles, a collection of 29 principles that support legal standards specific to sexual orientation and gender identity, have been used in international courts to inform legal decisions (International Committee of Jurists, 2007). These principles have been expanded with the addition of 10 more principles (International Service for Human Rights & ARC International, 2017) and are considered to be progressive legal aspirations that are widely applicable.
In psychology, the development of the Statement and Commitment on LGBTI Issues by the International Psychology Network for Lesbian, Gay, Bisexual, Transgender, and Intersex Issues has been endorsed by 46 national and international psychology organizations, and its seven principles have been utilized to advocate for mental health professional standards and supports in many countries (Horne et al., Reference Horne, White, Nakamura and Logie2019; IPsyNet, 2018). These international efforts can help usher in advances in mental health professional values and aims; however, many authors in this volume noted that, despite laws, policies, and protections, ongoing pathologization of sexual and gender identities in mental health professions persists. Several country chapters (e.g., Austria [Chapter 2], Italy [Chapter 6], Portugal [Chapter 8], Türkiye [Chapter 10]) commented upon widespread discrimination in health care and lack of access reported by SMGD as well as intersex individuals despite legal protections. And, in places where rights and policies have been enacted within a relatively short period (e.g., the United States [Chapter 11]) there is pervasive backlash and direct threat to legislation in regions where general attitudes toward SMGD individuals have been slow to change (e.g., rural areas and states with larger evangelical Christian populations) (Pew Research Center, 2014; Thompson, Reference Thompson2023).
The Role of Grassroots Organizations and Professional Organizations
Campaigns to change attitudes are needed alongside policy and legislative action. In particular, authors in this volume stressed the need for greater SMGD family and community visibility. Among the high stigma countries, the authors of the Nigeria chapter (Chapter 12) discussed the need for psychoeducation and SMGD awareness campaigns to challenge current laws and policies that are psychologically damaging and harmful. As part of this charge, the authors discuss the need to include critical histories of SMGD people in Africa including the role of British colonization and the ongoing influence of religious hegemony and doctrine in different regions. Countries that have benefitted from successful partnerships between mental health organizations and grassroots SMGD human rights nonprofit organizations (e.g., Colombia, South Africa, the Philippines) are able to use a full range of community-based resources as well as science and clinical treatment information to expand SMGD representations and resources (see Chapter 13; Horne, Reference Horne2020; Horne et al., Reference Horne, White, Nakamura and Logie2019). Alongside grassroots organizations, mental health professionals can contribute to determining the best paths for making progress on SMGD human rights, for example, prioritizing marriage equality (e.g., Italy [Chapter 6]), workplace nondiscrimination policies (e.g., Austria [Chapter 2]), or the decriminalization of gender identification as another gender than that assigned at birth (e.g., Malaysia [Chapter 7]). These chapters highlight the many policy challenges that countries are experiencing as well as the enduring lag in attitude change toward SMGD individuals and communities even in low structural stigma contexts.
Conclusion
This volume of chapters offers an expansive and diverse collection of SMGD-related research, clinical practice, and policymaking across the globe. It offers a record of the current socio-political context in which SMGD people live and create relationships and calls for more multi-nation research that centers SMGD people and their relationships and their need for access to affirmative psychological treatment and health care. A common thread across chapters was the commitment of mental health professionals to SMGD-related scholarship, practice, and policymaking, even in countries with the highest levels of structural stigma. Consistently, authors expressed concern about the gap between policy and attitudes and the persistence of stigma-related distress including suicidality, depression, and anxiety when distal stressors such as discrimination, structural stigma, and SMGD-targeted violence are prevalent. These chapters provide a lens into the unique characteristics of SMGD concerns in each country and, at the same time, document the commonalities of challenges and concerns that are omnipresent on a global scale.