‘‘Classic’’ theories and current challenges concerning welfare state development


Δημοσιευμένα: feb 22, 2018
Λέξεις-κλειδιά:
Welfare State Social Policy Political Economy
Varvara Lalioti
Περίληψη

Στόχος του παρόντος άρθρου είναι μία πολύ συνοπτική παρουσίαση ‘κλασικών’ θεωριών που αφορούν στην ανάπτυξη του κράτους πρόνοιας, υπογραμμίζοντας ταυτόχρονα την ανάγκη η κοινωνική πολιτική να λάβει υπ’ όψιν της τις σύγχρονες προκλήσεις που αντιμετωπίζει το κράτος πρόνοιας, και να ‘μετασχηματίσει’ τις παλαιές θεωρίες, σε συμφωνία με νέες κατευθύνσεις στην έρευνα. Στο πρώτο μέρος του άρθρου παρουσιάζονται με τρόπο πολύ περιληπτικό και κριτικό ‘κλασικές’ θεωρητικές προσεγγίσεις. Αυτές περιλαμβάνουν την επιρροή της βιομηχανικής ανάπτυξης, των εθνικών αξιών και των εργοδοτών στην ανάπτυξη κοινωνικής πολιτικής, καθώς και  τη θεωρία των πόρων εξουσίας και τον ιστορικό θεσμισμό. Περιλαμβάνουν όμως ακόμη τη γενικότερη τάση κατάταξης των κρατών πρόνοιας, η οποία βασίστηκε σε στοιχεία των προαναφερθεισών προσεγγίσεων και εισήγαγε νέες μεταβλητές όπως το φύλο. Το δεύτερο μέρος του άρθρου αφορά σε ισχυρές, σύγχρονες προκλήσεις που αντιμετωπίζει το κράτος πρόνοιας όπως είναι η μετανάστευση και η αυξανόμενη εθνική ποικιλομορφία, η νεοφιλελεύθερη παγκοσμιοποίηση και η πρόσφατη κρίση, καθώς και οι μεταβαλλόμενοι ρόλοι των φύλων. Οι προκλήσεις αυτές εγείρουν σημαντικές ερωτήσεις για το πεδίο της κοινωνικής πολιτικής και θέτουν σε δοκιμασία τα όρια παραδοσιακών αντιλήψεων για την κοινωνική πολιτική, προβάλλοντας ταυτόχρονα την ανάγκη για έναν εποικοδομητικό διάλογο ανάμεσα στο παλαιό και σε κάτι νεότερο, το οποίο θα συμπληρώσει το παλαιό. Ο διάλογος αυτός αποτελεί προαπαιτούμενο για τη σοβαρή και σύμφωνα με επιστημονικούς κανόνες διεξαγωγή έρευνας στο πεδίο της κοινωνικής πολιτικής. Η τελευταία ενότητα του άρθρου παρουσιάζει με τρόπο συνοπτικό τα συμπεράσματα.

Λεπτομέρειες άρθρου
  • Ενότητα
  • Άρθρα
Λήψεις
Τα δεδομένα λήψης δεν είναι ακόμη διαθέσιμα.
Αναφορές
Alesina, Al. and Glaeser, Ed. (2004). Fighting Poverty in the US and Europe: A World of Difference, Oxford and New York: Oxford University Press.
Amenta, Ed. (1998). Bold Relief: Institutional Politics and the Origins of Modern Americal Social Policy, Princeton, NJ: Princeton University Press.
Armingeon, K. Guthmann, K. and Weisstanner, D. (2016). 'Choosing the path of austerity: How parties and policy coalitions influence welfare state retrenchment in periods of fiscal consolidation', West European Politics, 39(4), pp. 628–647
Ayhan, B. and McBribe, St. (2015). 'Global crisis and social policy in peripheral Europe: comparing Ireland, Portugal and Greece', in St. McBribe, R. Mahon and G. Boychuk (eds), After '08: Social Policy and the Global Financial Crisis, Vancouver: UBC Press, pp. 237–253.
Banting, K. G. and Kymlicka, W. (eds) (2006). Multiculturalism and the Welfare State: Recognition and Redistribution in Contemporary Democracies, Oxford: Oxford University Press.
Béland, D. (2010). What is Social Policy? Understanding the Welfare State, Cambridge: Polity.
Béland, D. and Mahon, R. (2016). Advanced Introduction to Social Policy, Cheltenham and Northampton: Edward Elgar Publishing Limited.
Bettio, Fr. and Plantenga, J. (2004). 'Comparing caring regimes in Europe', Feminist Economics, 10(1), pp. 85–113.
Bettio, Fr. and Veraschchagina, Al. (2014). 'Women and men in the "Great European Recession"', in M. Karamessini and J. Rubery (eds), Women and Austerity. The Economic Crisis and the Future for Gender Equality, Abington and New York: Routledge, pp. 57–81.
Castles, F. and Mitchell, D. (1993). 'Worlds of welfare and families of nations', in Fr. Castles (ed.), Families of Nations: Patterns of Public Policy in Western Democracies, Aldershot: Dartmouth, pp. 93–128.
Castles, St. and Miller, M. J. (2009). The Age of Migration: International Population Movements in the Modern World, Basingstoke: Palgrave Macmillan (4th edn).
Castles, St. and Schierup, C.-Ul. (2012). 'Migration and ethnic minorities', in Fr. Castles et al. (eds) The Oxford Handbook of the Welfare State, Oxford: Oxford University Press, pp. 278–291.
Cerny, Ph. (1997). 'Paradoxes of the competition state: dynamics of political globalization', Government and Opposition, 35(2), pp. 251–274.
Domhoff, W. (1996). State Autonomy or Class Dominance? Case Studies on Policy Making in America, New York: Aldine de Gruyter.
Esping-Andersen, G. (1985a). Politics Against Markets: The Social Democratic Road to Power, Princeton, NJ: Princeton University Press.
Esping-Andersen, G. (1985b). 'Power and distributional regimes', Politics and Society, 14(2), pp. 223–256.
Esping-Andersen, G. (1990). The Three Worlds of Welfare Capitalism, Princeton, NJ: Princeton University Press.
Esping-Andersen, G. (1999). Social Foundations of Post-Industrial Economies, Oxford and New York: Oxford University Press.
Esping-Andersen, G. (2003). 'Towards the good society, once again?', Paper presented at the 4th International Research Conference on Social Security of the International Social Security Association (ISSA, Geneva), Antwerpen, 5–7 May.
Farnsworth, K. and Irving, Z. (2015). 'A new era for social policy? Welfare states and the financial crisis', in St. McBribe, R. Mahon and G. Boychuk (eds), After '08: Social Policy and the Global Financial Crisis, Vancouver: UBC Press, pp. 59–84.
Ferrera, M. (1996). 'The "Southern Model" of welfare regimes in social Europe', Journal of European Social Policy, 6(1), pp. 17–36.
Fleckenstein, T and Seeleib-Kaiser, M (2011). 'Business, skills and the welfare state: the political economy of employment oriented family policy in Britain and Germany', Journal of European Social Policy, 21(2), pp. 136–149.
Garrett, G. (1998). 'Global markets and national policies: Collision course or virtuous cycle?', International Organization, 52(4), pp. 787–824.
Glyn, An. (2006). Capitalism Unleashed, Finance, Globalization and Welfare, Oxford: Oxford University Press.
Gordon, C. (1991). 'New Deal, old deck: business and the origins of Social Security, 1920-1935', Politics and Society, 19, pp. 165–207.
Guillén, An. and Pavolini, Em. (2015). 'Welfare states under strain in Southern Europe: overview of the Special Issue', European Journal of Social Security, 17(2), pp. 147–157.
Hacker, J. S. and Pierson, P. (2002). 'Business power and social policy: employment and the formation of the American welfare state', Politics and Society, 30(2), pp. 277–325.
Hall, P. A. and Soskice, D. (eds) (2001). 'An introduction to Varieties of Capitalism', in P. A. Hall and D. Soskice (eds), Varieties of Capitalism: The Institutional Foundations of Comparative Advantage, Oxford and New York: Oxford University Press, pp. 1–68.
Heclo, H. (1974), Modern Social Politics in Britain and Sweden: From Relief to Income Maintenance, New Haven, CT: Yale University Press.
Hicks, Al. (1999). Social Democracy and Welfare Capitalism, Ithaca, NY: Cornell University Press.
Huber, Ev., Ragin, Ch. and Stephens, J. D. (1993). 'Social Democracy, Christian Democracy, constitutional structure, and the welfare state', American Journal of Sociology, 99(3), pp. 711–749.
Hübscher, E. (2016). 'The politics of fiscal consolidation revisited', Journal of Public Policy, 36(4), pp. 573–601.
Immergut, El. M. (2008). 'Historical-institutionalism in political science and the problem of change', in An. Wimmer and R. Kössler (eds), Understanding Change: Models, Methodologies, and Metaphors, Palgrave-Macmillan, pp. 237–259.
Iversen, T. (2012). 'Democracy and capitalism', in Fr. Castles et al. (eds) The Oxford Handbook of the Welfare State, Oxford: Oxford University Press, pp. 183–195.
Karamessini, M. (2015). 'Structural crisis and adjustment in Greece: social regression and the challenge to gender equality', in M. Karamessini and J. Rubery (eds), Women and Austerity. The Economic Crisis and the Future for Gender Equality, Nissos Editions, pp. 239–278 (in Greek).
Karamessini, M. and Rubery, J. (2014). 'Economic crisis and austerity: challenges to gender equality', in M. Karamessini and J. Rubery (eds), Women and Austerity. The Economic Crisis and the Future for Gender Equality, Abington and New York: Routledge, pp. 314–351.
Kersbergen, K. van and Manow, Ph. (2012). 'Religion', in Fr. Castles et al. (eds), The Oxford Handbook of the Welfare State, Oxford: Oxford University Press, pp. 265–277.
Korpi, W. (1980). 'Social policy and distributional conflict in the capitalist democracies. A preliminary comparative framework', West European Politics, 3(2), pp. 296–315.
Korpi, W. (2006). 'Power resources and employer centred approaches in explaining welfare states and varieties of capitalism: protagonists, consenters and antagonists', Paper presented at the ESPAnet conference, University of Bremen, 21–23 September.
Lehndorff, S. (2012). 'Introduction - The triumph of failed ideas', in S. Lehndorff (ed.), A Triumph of Failed Ideas. European Models of Capitalism in the Crisis, Brussels: ETUI.
Levine, D. (1988). Poverty and Society: The Growth of the American Welfare State in International Comparison, New Brunswick, NJ: Rutgers University Press.
Lewis, J. (1992). 'Gender and the development of welfare regimes', Journal of European Social Policy, 2(1), pp. 159–173.
Lipset, S. M. (1990). Continental Divide: The Values and Institutions of the United States and Canada, New York: Routledge.
Lister, R. (1994). '"She has other duties" - women, citizesnhip and social security', in S. Baldwin and J. Falkingham (eds), Social Security and Social Change: New Challenges to the Beveridge Model, Hempel Hempstead: Harvester Wheatsheaf, pp. 31–44.
Mares, Is. (2003). The Politics of Social Risk: Business and Welfare State Development, Cambridge and New York: Cambridge University Press.
Mishra, R. (1999). Globalization and the Welfare State, Cheltenham, UK and Northampton, MA, USA: Edward Elgar Publishing.
Myles, J. (1998). 'How to design a "liberal" welfare state: a comparison of Canada and the United States', Social Policy and Administration, 32(4), pp. 341–364.
Myles, J. and Quadagno, J. (2002). 'Political theories of the welfare state', Social Service Review, 76(1), pp. 34–57.
O’ Connor, J. S. (1993). 'Gender, class and citizenship in the comparative analysis of welfare regimes: theoretical and methodological issues', British Journal of Sociology, 44(3), pp. 501–518.
O’ Connor, J. Orloff, An. and Shaver, Sh. (1999). States, Markets, Families: Gender, Liberalism and Social Policy in Australia, Canada, Great Britain and the United States, Cambridge: Cambridge University Press.
Orloff, An. Sh. (1993). 'Gender and social rights of citizenship: the comparative analysis of gender relations and welfare states', American Sociological Review, 58, pp. 303–328.
Peters, B. G., Pierre, J. and King, D.S. (2005). 'The politics of path dependency: political conflict in historical institutionalism', The Journal of Politics, 67(4), pp. 1275–1300.
Pierson, P. (1993). 'When effect becomes cause: policy feedback and political change', World Politics, 45(4), pp. 595–628.
Pierson, P. (1994). Dismantling the Welfare State? Reagan, Thatcher, and the Politics of Retrenchment, Cambridge and New York: Cambridge University Press.
Pierson, P. (1996). 'The new politics of the welfare state', World Politics, 48, pp. 143–179.
Pierson, P. (2011). 'The welfare state over the very long run', ZES Working Paper 02/2011.
Quadagno, J. (1984). 'Welfare capitalism and the Social Security Act of 1935', American Sociological Review, 45, 632–647.
Rubery, J. (2014). 'From "women and recession" to "women and austerity"', in M. Karamessini and J. Rubery (eds), Women and Austerity. The Economic Crisis and the Future for Gender Equality, Abington and New York: Routledge, pp. 17–36.
Sainsbury, D. (1996). Gender, Equality and Welfare States, Cambridge and New York: Cambridge University Press.
Sainsbury, D. (2012). Welfare States and Immigrant Rights: The Politics of Inclusion and Exclusion, Oxford and New York: Oxford University Press.
Schierup, C.-Ul., Hansen, P. and Castles, St. (2006), Migration, Citizesship and the European Welfare State: A European Dilemma, Oxford: Oxford University Press.
Simonazzi, An. (2009). 'Care regimes and national employment models', Cambridge Journal of Economics, 33(2), pp. 211–232.
Skocpol, Th. (1985). 'Bringing the state back in: strategies of analysis in current research', in P.B. Evans, D. Rueschemeyer and Th. Skocpol (eds), Bringing the State Back In, Cambridge and New York: Cambridge University Press, pp. 3–38.
Skocpol, Th. (1992). Protecting Soldiers and Mothers: The Political Origins of Social Policy in the United States, Cambridge, MA: Belknap Press of Harvard University Press.
Steinmo, S. (2008). 'Historical institutionalism', in D. Della Porta and M. Keating (eds), Approaches and Methodologies in the Social Sciences. A Pluralist Approach, Cambridge: Cambridge University Press, pp. 118–138.
Steinmo, S., Thelen, K. and Longstreth, Fr. (eds) (1992). Structuring Politics: Historical Institutionalism in Comparative Perspective, Cambridge: Cambridge University Press.
Streeck, W. (2014). Buying Time: The Delayed Crisis of Democratic Capitalism, London: Verso.
Svallfors, St. (2012), 'Public attitudes', Fr. Castles et al. (eds) The Oxford Handbook of the Welfare State, Oxford: Oxford University Press, pp. 241–251.
Swank, D. (2002). Global Capital, Political Institutions, and Policy Change, Cambridge and New York: Cambridge University Press.
Swenson, P. (1997). 'Arranged alliance: business interests in the New Deal', Politics and Society, 25 (March), pp. 66–116.
Thelen, K. (2014). Varieties of Liberalization and the New Politics of Social Solidarity, Cambridge: Cambridge University Press.
Titmuss, R. M (1974). Social Policy, London: George Allen & Unwin.
Weaver, R. K. (2010). 'Paths and forks or chutes and ladders: negative feedbaks and policy regime change', Journal of Public Policy, 30(2), pp. 137–162.
Weir, M., Orloff, An. and Skocpol, Th. (eds) 1988. The Politics of Social Policy in the United States. Princeton, N.J.: Princeton University Press.
Wilensky, H. (1975). The Welfare State and Equality: Structural and Ideological Roots of Public Expenditures, Berkeley, CA: University of California Press.
Wilensky, H. (2002). Rich Democracies: Political Economy, Public Policy, and Performance, Berkeley, CA: University of California Press.
Wilensky, H. and Lebeaux, C.N. (1958). Industrial Society and Social Welfare, New York: Russell Sage.
Zutavern, J. and Kohli, M. (2012). 'Needs and risks in the welfare state', in Fr. Castles et al. (eds) The Oxford Handbook of the Welfare State, Oxford: Oxford University Press, pp. 169–182.
Τα περισσότερο διαβασμένα άρθρα του ίδιου συγγραφέα(s)