Is globalisation undermining the welfare state?

Navarro, Vicente; Schmitt, John; Astudillo, Javier

doi:10.1093/cje/28.1.133

Cited by 54 publications

(29 citation statements)

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“…This also raises the case for more welfare programs especially to compensate the losers created by the globalization environment. Navarro et al (2004), however, refutes these concerns and proves that globalization did not lead to decline in the welfare state regime in OECD countries. Using historical data from the OECD, they found that during the globalization period that "there has been no decline of social public expenditure, there is no convergence towards diminished welfare states and the level and type of social public expenditures continue the patterns established in the pre-globalization period."…”

Section: Globalization and How It Affects The Differentmentioning

confidence: 96%

“…Navarro et al (2004) Jessop (2016) explains further that these classifications of Welfare State (with the exception of the dictatorial) can be stylized as follows: a) they aim to secure full employment through a closed economy by supporting demandside management or encouraging consumption, b) aiming for a family wage that will ensure that all citizens share in the fruits of economic growth that can increase consumption, c) welfare programs are the chief supplement to market forces in securing economic growth and social cohesion. The State has a major role in facilitating and correcting the operation of market forces and in shaping civil society and citizen's identity.…”

Section: Historical Development Of the Welfare Statementioning

confidence: 99%

“…Countries that have continued to embrace social democratic principles have made more or less maintained that provisions of the welfare state are "rights" but others have limited and defined it further depending on their level of economic development and their economic strategy. Navarro et al (2004) uses a series of indicators to measure and compare how welfare states in OECD countries behave. They also suggest to look at the following indicators: share of total taxation, sources of tax revenues, size of public expenditures in health, education, social services and public sector employment.…”

Section: Historical Development Of the Welfare Statementioning

confidence: 99%

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La globalización y su impacto en el concepto del Estado del bienestar en países desarrollados y en desarrollo

Ang

2018

Est Deu

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ResumenEste documento tiene como objeto conectar la globalización con las concepciones propias de un Estado de Bienestar. Sabemos que el Estado de Bienestar se está viendo severamente desafiado por la inminente llegada de la globalización. Mientras que los sistemas de bienestar social se centran en las necesidades de unos países específicos, la necesidad de competir con otros países los presiona de manera significativa para establecer un programa común de bienestar. No obstante, este desafío no es sencillo, en la medida en que las provisiones con las que cuenta el programa de bienestar social no disfruta de productos de reciente desarrollo, sino de antiguas tradiciones que ayudaron en su momento a que estos países llegasen hasta donde están actualmente. Al mismo tiempo, los países más jóvenes están desarrollando sus propios sistemas de bienestar social, adaptados a las capacidades y al programa económico de sus propios gobiernos. Con estas diferencias, parece que la globalización puede ser visto tanto como un punto en común como un punto de divergencia, según en qué lado se beneficiará más una nación. Usando diferentes objetivos y enfoques, podemos concluir que efectivamente la globalización ha fortalecido y mejorado los sistemas de bienestar social en los países desarrollados que se unen en lugar de divergir. Los países en vía de desarrollo, por su parte, tienen diferentes sistemas, pero no empleando un método lineal, sino por la globalización. Esta es precisamente la razón por la cual no tenemos un sistema de bienestar social común en estos países. Palabras claveEstado de Bienestar; globalización; programa común; divergencias. AbstractThis paper is an attempt to link Globalization with the ideas of Welfare State. There are notions that the Welfare State is severely challenged by the borderless approach of globalization. While welfare regimes are focused on the need of specific countries, the need to be competitive against other countries is observed to be putting significant pressures for countries to have common welfare programs. Nonetheless, this challenge is not simple considering that the provision of welfare programs are not products of recent developments but of old traditions that have helped countries to where they are now. At the same time, younger nations are developing their own welfare regimes tailored to their own governance capacities and economic agenda. With these differences, globalization is seen to be a rallying or a diverging point depending on which side will one nation benefits the most. Using different lenses and approaches, we conclude that globalization has in fact strengthened and improved welfare systems in developed countries where they converged instead of diverging from each other. Developing states, on the hand, have different welfare regimes that they are adapting not in a straight line but in a case approach to globalization. This is the reason why we do not have a common welfare regime for these countries.

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Section: Globalization and How It Affects The Differentmentioning

confidence: 96%

Section: Historical Development Of the Welfare Statementioning

confidence: 99%

Section: Historical Development Of the Welfare Statementioning

confidence: 99%

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La globalización y su impacto en el concepto del Estado del bienestar en países desarrollados y en desarrollo

Ang

2018

Est Deu

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“…The authority of nation states is declining, she writes, as '[t]hey are, simply, the victims of the [global] market economy' (Strange 1996, p. 14). On the other hand, Huber and Stephens (2001), Pierson (2001) and Navarro et al (2004) argue that while globalization may have accentuated pressures on the welfare state, the budgetary stress it faces is instead primarily linked to post-industrial changes such as sectoral shifts in employment and changing demographic dynamics as well as to changes in the governing parties. Likewise, Alesina and Perotti (1997) make a strong case for the long-term social and economic benefits of some form of balanced budget in terms of the sustainability of the intergenerational redistribution of tax/deficit burdens.…”

Section: Institutional-factor Explanationsmentioning

confidence: 99%

Income inequality across Canadian provinces in an era of globalization: explaining recent trends

Breau

2007

Canadian Geographies / Géographies canadiennes

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In this article, I use panel data methods to investigate possible factors influencing recent trends in income inequality across Canadian provinces. The ratio of the income share of the highest‐to‐lowest quintiles and the Gini coefficient of total income are used as measures of inequality. Both point to rising levels of inequality from 1981 to 1999, especially during the 1990s, and the estimation results suggest that several factors have had significant effects on such an increase. In particular, an increase in international trade, technological change, educational heterogeneity, and the unemployment rate are found to contribute to greater inequality. Deindustrialization and declining government transfer payments to persons are also factors explaining the rise in inequality. In contrast, an increase in the female labour force participation rate appears to have dampened inequality. There is also some evidence of a negative association between de‐unionization and inequality while no significant association is found between inequality and other demographic shifts, such as immigration and the share of the population over the age of 65.

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“…the expansion of the welfare state. This is the ''catch-up'' thesis, which predicts that in countries such as Spain, Greece and Portugal, where the development of social policies has been hindered by the slow pace of economic and social modernisation (Navarro et al 2004;Castles 2005), social protection institutions will develop in a way that replicates the development of such institutions in the rest of western Europe, leading these countries to converge with their more prosperous neighbours, whose democratic systems are more mature.…”

mentioning

confidence: 99%

Measuring is Believing! Improving Conventional Indicators of Welfare State Development

2009

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Is globalisation undermining the welfare state?

Cited by 54 publications

References 2 publications

La globalización y su impacto en el concepto del Estado del bienestar en países desarrollados y en desarrollo

La globalización y su impacto en el concepto del Estado del bienestar en países desarrollados y en desarrollo

Income inequality across Canadian provinces in an era of globalization: explaining recent trends

Measuring is Believing! Improving Conventional Indicators of Welfare State Development

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