Researchers seeking to establish causal relationships frequently control for variables on the purported causal pathway, checking whether the original treatment effect then disappears. Unfortunately, this common approach may lead to biased estimates. In this article, we show that the bias can be avoided by focusing on a quantity of interest called the controlled direct effect. Under certain conditions, the controlled direct effect enables researchers to rule out competing explanations—an important objective for political scientists. To estimate the controlled direct effect without bias, we describe an easy-to-implement estimation strategy from the biostatistics literature. We extend this approach by deriving a consistent variance estimator and demonstrating how to conduct a sensitivity analysis. Two examples—one on ethnic fractionalization’s effect on civil war and one on the impact of historical plough use on contemporary female political participation—illustrate the framework and methodology.
We show that contemporary differences in political attitudes across counties in the American South in part trace their origins to slavery's prevalence more than 150 years ago. Whites who currently live in Southern counties that had high shares of slaves in 1860 are more likely to identify as a Republican, oppose affirmative action, and express racial resentment and colder feelings toward blacks. These results cannot be explained by existing theories, including the theory of contemporary racial threat. To explain these results, we offer evidence for a new theory involving the historical persistence of political and racial attitudes. Following the Civil War, Southern whites faced political and economic incentives to reinforce existing racist norms and institutions to maintain control over the newly free African-American population. This amplified local differences in racially conservative political attitudes, which in turn have been passed down locally across generations. Our results challenge the interpretation of a vast literature on racial attitudes in the American South.
We show that contemporary differences in political attitudes across counties in the American South in part trace their origins to slavery's prevalence more than 150 years ago. Whites who currently live in Southern counties that had high shares of slaves in 1860 are more likely to identify as a Republican, oppose affirmative action, and express racial resentment and colder feelings toward blacks. These results cannot be explained by existing theories, including the theory of contemporary racial threat. To explain these results, we offer evidence for a new theory involving the historical persistence of political and racial attitudes. Following the Civil War, Southern whites faced political and economic incentives to reinforce existing racist norms and institutions to maintain control over the newly free African-American population. This amplified local differences in racially conservative political attitudes, which in turn have been passed down locally across generations. Our results challenge the interpretation of a vast literature on racial attitudes in the American South.
Researchers investigating causal mechanisms in survey experiments often rely on nonrandomized quantities to isolate the indirect effect of treatment through these variables. Such an approach, however, requires a “selection-on-observables” assumption, which undermines the advantages of a randomized experiment. In this paper, we show what can be learned about casual mechanisms through experimental design alone. We propose a factorial design that provides or withholds information on mediating variables and allows for the identification of the overall average treatment effect and the controlled direct effect of treatment fixing a potential mediator. While this design cannot identify indirect effects on its own, it avoids making the selection-on-observable assumption of the standard mediation approach while providing evidence for a broader understanding of causal mechanisms that encompasses both indirect effects and interactions. We illustrate these approaches via two examples: one on evaluations of US Supreme Court nominees and the other on perceptions of the democratic peace.
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