Hostname: page-component-78c5997874-8bhkd Total loading time: 0 Render date: 2024-11-10T19:28:56.783Z Has data issue: false hasContentIssue false

Determinants of Equitable Social Policy in Latin America (1990–2013)

Published online by Cambridge University Press:  04 October 2019

DAVID ALTMAN
Affiliation:
Political Science Institute at the Pontificia Universidad Católica de Chile in Santiago, Chile email: daltman@uc.cl
ROSSANA CASTIGLIONI
Affiliation:
Political Science School at Universidad Diego Portales in Santiago, Chile email: Rossana.castiglioni@mail.udp.cl

Abstract

The fact that equitable social policy expanded drastically in Latin America during the left turn and during a time of prosperity does not necessarily mean that the ideological color of governing parties and economic growth are the engines behind changes in social policy, as is usually claimed by part of the literature. Using panel data from Latin American countries for 1990–2013, this paper offers an alternative explanation, derived from previous qualitative research, that the level of political competition, the strength of civil society, and wealth are the key factors behind the expansion of equitable social policy. Once these explanations are included in our models, the ideological leaning of governments and economic growth lose statistical significance. Thus, this paper challenges dominant approaches that consider social policy change in Latin America a consequence of the ideological leaning of the government and economic growth.

Type
Article
Copyright
© Cambridge University Press 2019

Access options

Get access to the full version of this content by using one of the access options below. (Log in options will check for institutional or personal access. Content may require purchase if you do not have access.)

References

Abou-Chadi, T. and Immergut, E. M. (forthcoming), Recalibrating Social Protection: Electoral Competition and the New Partisan Politics of the Welfare State. European Journal of Political Research.Google Scholar
Altman, D. and Castiglioni, R. (2009), Democratic Quality and Human Development in Latin America: 1972-2001. Canadian Journal of Political Science, 42(2), 297319.CrossRefGoogle Scholar
Altman, D. and Pérez-Liñán, A. (2002), Assessing the Quality of Democracy: Freedom, Competitiveness, and Participation in Eighteen Latin American Countries. Democratization, 9(2), 85100.CrossRefGoogle Scholar
Anria, S. and Niedzwiecki, S. (2015), Social Movements and Social Policy: the Bolivian Renta Dignidad. Studies in Comparative International Development, 51, 308327.CrossRefGoogle Scholar
Antía, F., Castillo, M., Fuentes, G. and Midaglia, C. (2013), La Renovación del Sistema de Protección Uruguayo. Revista Uruguaya de Ciencia Politica, 22, 153174.Google Scholar
Arza, C. (2018), Cash transfers for families and children in Argentina, Brazil and Chile: segmented expansion or universal benefits? Journal of International and Comparative Social Policy, 34(1), 5875.CrossRefGoogle Scholar
Bernhard, M., Tzelgov, E., Jung, D.-J., Coppedge, M. and Lindberg, S. I. (2015), The Varieties of Democracy Core Civil Society Index. V-DEM Institute - University of Gothenburg, Working Paper 13.CrossRefGoogle Scholar
Carnes, M. and Mares, I. (2007), The Welfare State in Global Perspective. In Boix, C. and Stokes, S. (Eds.), The Oxford Handbook of Comparative Politics (pp. 868885), Oxford: Oxford University Press.Google Scholar
Castañeda, J. G. and Morales, M. A. (Eds.), (2008), Leftovers: Tales of the Latin American Left. London-New York: Routgledge.Google Scholar
Castiglioni, R. (2005), The Politics of Social Policy Change in Chile and Uruguay: Retrenchment versus Maintenance 1973-1998. New York and London: Routledge.CrossRefGoogle Scholar
Cook, M. L. and Bazler, J. C. (2013), Bringing Unions Back In: Labour and Left Governments in Latin America. School of Industrial and Labor Relations Working Paper. Ithaca: Cornell University, Retrieved here: http://digitalcommons.ilr.cornell.edu/cgi/viewcontent.cgi?article=1166&context=workingpapers.Google Scholar
Coppedge, M. (1997), A Classification of Latin American Political Parties. Kellogg Institute for International Studies Working Paper, #244, University of Notre Dame.Google Scholar
Coppedge, M., Gerring, J., Lindberg, S. I., Skaaning, S.-E., Teorell, J., Altman, D., … Wilson, S. (2017a), V-Dem Dataset v7. Varieties of Democracy (V-Dem) Project.Google Scholar
Coppedge, M., Gerring, J., Lindberg, S. I., Skaaning, S.-E., Teorell, J., Altman, D., … Staton, J. (2017b), V-Dem Codebook v7. Varieties of Democracy (V-Dem) Project.CrossRefGoogle Scholar
Diaz-Cayeros, A., Estévez, F. and Magaloni, B. (2016), The Political Logic of Poverty Relief: Electoral Strategies and Social Policy in Mexico. New York: Cambridge University Press.CrossRefGoogle Scholar
Drèze, J. and Sen, A. (2002), India: Development and Participation. Delhi: Oxford University Press.CrossRefGoogle Scholar
Esping-Andersen, G. (1990), The Three Worlds of Welfare Capitalism. New Jersey: Princeton University Press.Google Scholar
Esping-Andersen, G. and Van Kersbergen, K. (1992), Contemporary Research on Social Democracy. Annual Review of Sociology, 18, 187208.CrossRefGoogle Scholar
Ewig, C. (2016), Reform and Electoral Competition: Convergence toward Equity in Latin American Health Sectors. Comparative Political Studies, 49(2), 184218.CrossRefGoogle Scholar
Fairfield, T. and Garay, C. (2017), Redistribution under the Right in Latin America: Electoral Competition and Organized Actors in Policymaking. Comparative Political Studies, 50(14), 18711906.CrossRefGoogle Scholar
Garay, C. (2016), Social Policy Expansion in Latin America. New York: Cambridge University Press.CrossRefGoogle Scholar
Gauri, V. (2004), Social Rights and Economics: Claims to Health Care and Education in Developing Countries. World Development, 32(3), 465477.CrossRefGoogle Scholar
Gideon, J. and Molyneux, M. (2012), Limits to Progress and Change: Reflections on Latin American Social Policy. Social Politics: International Studies in Gender, State & Society, 19(3), 293298.CrossRefGoogle Scholar
Giraudy, A. and Pribble, J. (2019), Rethinking Measures of Democracy and Welfare State Universalism: Lessons from Subnational Research. Regional & Federal Studies, 29(2), 135163.CrossRefGoogle Scholar
Hagopian, F. (2016), Escaping the Inequality Trap, but How? Paper presented at the Paper prepared for the 24th World Congress of the International Political Science Association, Poznán, Poland.Google Scholar
Häusermann, S., Picot, G. and Geering, D. (2013), Rethinking Party Politics and the Welfare State – Recent Advances in the Literature. British Journal of Political Science, 43(1), 221240.CrossRefGoogle Scholar
Hicks, A. M. and Swank, D. H. (1992), Politics, Institutions, and Welfare Spending in Industrialized Democracies, 1960-82. The American Political Science Review, 86(3), 658674.CrossRefGoogle Scholar
Holland, A. C. and Schneider, B. R. (2017), Easy and Hard Redistribution: The Political Economy of Welfare States in Latin America. Perspectives on Politics, 15(4), 9881006.CrossRefGoogle Scholar
Holliday, I. (2000), Productivist Welfare Capitalism: Social Policy in East Asia. Political Studies, 48(4), 706723.CrossRefGoogle Scholar
Huber, E. (2011), Política, Políticas Públicas, Pobreza y Desigualdad. In Vicuña, M. (Ed.), Cátedra Norbert Lechner (2008-2009) (pp. 169189), Santiago: Ediciones UDP.Google Scholar
Huber, E., Mustillo, T. and Stephens, J. D. (2008), Politics and Social Spending in Latin America. The Journal of Politics, 70(2), 420436.CrossRefGoogle Scholar
Huber, E. and Stephens, J. (2012), Democracy and the Left: Social Policy and Inequality in Latin America. Chicago: University of Chicago Press.CrossRefGoogle Scholar
Hunter, W. and Sugiyama, N. B. (2009), Democracy and Social Policy in Brazil: Advancing Basic Needs, Preserving Privileged Interests. Latin American Politics and Society, 51(2), 2958.CrossRefGoogle Scholar
Jensen, C. (2014), The Right and the Welfare State. Oxford: Oxford University Press.CrossRefGoogle Scholar
Jessee, S. (2016), (How) Can We Estimate the Ideology of Citizens and Political Elites on the Same Scale? American Journal of Political Science, 60(4), 11081124.CrossRefGoogle Scholar
Kay, S. (1998), Politics and Social Security Reform in the Southern Cone and Brazil. (Ph.D. Dissertation), University of California, Los Angeles,Google Scholar
Kingstone, P. (2011), The Political Economy of Latin America: Reflections on Neoliberalism and Development. New York: Routledge.CrossRefGoogle Scholar
Korpi, W. (1989), Power, Politics, and State Autonomy in the Development of Social Citizenship: Social Rights during Sickness in Eighteen OECD Countries since 1930. American Sociological Review, 54(3), 309328.CrossRefGoogle Scholar
Levitsky, S. and Roberts, K. (2011), Latin America’s ‘Left Turn’: A Framework for Analysis. In Levitsky, S. and Roberts, K. (Eds.), The Resurgence of the Latin American Left (pp. 128), Baltimore: The Johns Hopkins University Press.Google Scholar
Lister, R. (2002), The Dilemmas of Pendulum Politics: Balancing Paid Work, Care and Citizenship. Economy and Society, 31(4), 520532.CrossRefGoogle Scholar
Lister, R. (2010), Understanding Theories and Concepts in Social Policy. Bristol: The Policy Press.CrossRefGoogle Scholar
Lloyd-Sherlock, P. (2008), Doing a Bit more for the Poor? Social Assistance in Latin America. Journal of Social Policy, 37(4), 621639.CrossRefGoogle Scholar
Lustig, N. (2010), La pobreza y la desigualdad en América Latina y los gobiernos de izquierda. Cuadernos del Consejo Mexicano de Asuntos Internacionales. Retrieved here: http://www.comexi.org.mx/images/publicaiones/la_pobreza_y_la_desigualdad_en_america_latina_y_los_gobiernos_de_izquierda.pdf.Google Scholar
Madrid, R. (2002), The Politics and Economics of Pension Privatization in Latin America. Latin American Research Review, 37(2), 159182.Google Scholar
Madrid, R., Hunter, W. and Weyland, K. (2010), The Policies and Performance of the Contestatory and Moderate Left. In Weyland, K., Madrid, R., and Hunter, W. (Eds.), Leftist Governments in Latin America: Successes and Shortcomings (pp. 140180), Cambridge: Cambridge University Press.CrossRefGoogle Scholar
Marquardt, K. L. and Pemstein, D. (2018), IRT Models for Expert-Coded Panel Data. Political Analysis, 26, 431456.CrossRefGoogle Scholar
Martínez Franzoni, J. and Sánchez-Ancochea, D. (2013), La construcción de universalismo y sus contradicciones: Lecciones de los servicios de salud en Costa Rica, 1940-2011. Revista Uruguaya de Ciencia Politica, 22, 5574.Google Scholar
Martínez Franzoni, J. and Sánchez Ancochea, D. (2016), The Quest for Universal Social Policy in the South Actors, Ideas and Architectures. New York: Cambridge University Press.CrossRefGoogle Scholar
McDonald, M. D. and Budge, I. (2014), Getting it (Approximately) Right (and Center and Left!): Reliability and Uncertainty Estimates for the Comparative Manifesto Data. Electoral Studies, 37, 6777.CrossRefGoogle Scholar
Montaño, S. (2011), Una mirada a la crisis de los márgenes. Santiago: Cuadernos de la CEPAL 96. Retrived here: http://www.superacionpobreza.cl/wp-content/uploads/2014/03/2011_531_cue_96_una_mirada_a_la_crisis_web.pdf.Google Scholar
Moon, C.-i. and Yang, J.-j. (2002), Globalization, Social Inequality, and Democratic Governance in South Korea. In Tulchin, J. and Brown, A. (Eds.), Democratic Governance & Social Inequality (pp. 131162), Boulder: Lynne Rienner Publishers, Inc.Google Scholar
Morgan, K. (2013), Path Shifting of the Welfare State: Electoral Competition and the Expansion of Work-Family Policies in Western Europe. World Politics, 65(1), 73115.CrossRefGoogle Scholar
Niedzwiecki, S. (2018), Uneven Social Policies: The Politics of Subnational Variation in Latin America. Cambridge: Cambridge University Press.CrossRefGoogle Scholar
OECD. (2015), OECD Reviews of Health Systems: Colombia 2016. Paris: OECD Publishing.Google Scholar
Osorio Gonnet, C. (2018), ¿Aprendiendo o emulando? Cómo se difunden las políticas sociales en América Latina. Santiago: LOM.Google Scholar
Pena, P. (2014), The Politics of the diffusion of Conditional Cash Transfers in Latin America. Global Development Institute Working Paper Series, 20114, GDI, The University of Manchester.CrossRefGoogle Scholar
Pérez-Liñán, A. and Altman, D. (2017), Explaining the Erosion of Democracy: Can Economic Growth Hinder Democracy? V-DEM Working Paper 42. Retrived here: http://hdl.handle.net/2077/51921.Google Scholar
Pribble, J. (2013), Welfare and Party Politics in Latin America. New York: Cambridge University Press.CrossRefGoogle Scholar
Przeworski, A., Alvarez, M. E., Cheibub, J. A. and Limongi, F. (2000), Democracy and Development: Political Institutions and Well-Being in the World, 1950-1990. Cambridge: Cambridge University Press.CrossRefGoogle Scholar
Rimlinger, G. (1971), Welfare Policy and Industrialization in Europe, America, and Russia. New York: John Wiley & Sons.Google Scholar
Roberts, K. M. (2008), Is Social Democracy Possible in Latin America? Nueva Sociedad, 217(9-10), 7086.Google Scholar
Rojas, R. (2018), The Latin American Left’s Shifting Tides. Catalyst, 2(2), https://catalyst-journal.com/vol2/no2/the-latin-american-lefts-shifting-tides.Google Scholar
Sen, A. (1995), The Political Economy of Targeting. In van de Walle, D. and Nead, K. (Eds.), Public Spending and the Poor – Theory and Evidence (pp. 1124), Baltimore: Johns Hopkins University Press.Google Scholar
Sen, A. (1999), Development as Freedom. New York: Anchor Books.Google Scholar
Silva, E. (2015), Social Movements, Protest, and Policy. European Review of Latin American and Caribbean Studies, 100, 2739.CrossRefGoogle Scholar
Silva, E. (2017), Reorganizing Popular Sector Incorporation: Propositions from Bolivia, Ecuador, and Venezuela. Politics & Society, 45(1), 91122.CrossRefGoogle Scholar
Staab, S. (2010), Social Investment Policies in Chile and Latin America: Towards Equal Opportunities for Women and Children? Journal of Social Policy, 39(4), 607626.CrossRefGoogle Scholar
Staab, S. (2017), Gender and the Politics of Gradual Change: Social Policy Reform and Innovation in Chile: Palgrave Macmillan.CrossRefGoogle Scholar
Wilensky, H. (1975), The Welfare State and Equality: Structural and Ideological Roots of Public Expenditures. Berkeley: University of California Press.Google Scholar