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How globalization reshapes the welfare state in developing democracies remains contested, and evidence on whether trade liberalization expands or contracts social spending is mixed. Using a quasi-natural experiment in Brazil, I first find support for the “compensation hypothesis:” trade integration generates welfare compensation. I then argue that trade’s differential impact across subnational regions helps explain the mixed evidence. Subnational political and economic geographies mediate trade’s effect on social policy. In particular, I argue that the geographic concentration of political identities facilitates collective action. I find that geographically concentrated constituencies exhibit higher voter turnout and more participatory councils advocating for labor rights and welfare. Trade’s positive welfare effect is magnified where political or economic identities are geographically concentrated. The findings spotlight how subnational geography shapes globalization’s redistributive consequences.
American political polarization has mapped onto educational pedigree, with credentialed elites increasingly supporting Democrats. We examine the implications of this trend in the most powerful office in American politics: the White House. From 1995 to 2024, we show Democratic presidents employed staffs with higher educational attainment, and that Republicans were more likely to attend public institutions, those without R1 status, and those ranked below the top 50%. We then show that universities whose alumni disproportionately went on to work for Democratic presidents were more likely to face investigations, enforcement actions, and funding cuts after President Trump took office in 2025. Our findings suggest educational pedigree among staff who operate key political institutions warrant further investigation.
Social innovation promises to deliver social goods more effectively and find new solutions to endemic problems. However, the concept is ambiguous and becoming fuzzier; it is not clear what actors are doing—or how or why—when they engage in social innovation. As a starting point for overcoming the fragmentation and definitional contestation in social innovation research, this article examines the practice of social innovation by one of the most important actors in the domain: philanthropic foundations. Analyzing the social innovation activities of Canadian foundations reveals that foundations find the term “social innovation” vague and struggle to identify specific actions that it prescribes. Yet, fundamentally, all foundations view social innovation as “the purposeful actualization of novelty in a social setting.” This article then introduces social innovation tools (tools) and social innovation strategies as devices for understanding the practice of social innovation.
Increasing emphasis is being placed on work–family balance (WFB) within post-industrial social policy frameworks, yet its practice in newly urbanised contexts, where familialist and managerial–masculine legacies persist, remains understudied. This study examines how WFB is translated into social policy in Jakarta, Indonesia, drawing on interviews with ten working mothers and nine policymakers (N = 19). The findings reveal that WFB measures are not designed to reconcile the intersecting roles of working mothers across production and social reproduction spheres, but rather to optimise their contributions to the labour market. Exacerbated by limited public daycare and costly market services, this situation compels mothers to rely on informal care from female relatives or unregulated providers, often involving economically vulnerable women. The permeability of gendered and informal relations within WFB practices suggests that Indonesia’s social policy has not fully shifted from conventional productivist approach but evolved into what we call compromised productivism.
Inequality in Russia skyrocketed in the 1990s. The wealthiest businesspeople became oligarchs while average Russians struggled to cover the cost of their basic needs. In this chapter, we examine the rise of inequality in post-communist Russia, and the role that social services – like healthcare, education, and pensions – played in socioeconomic well-being. We show that, with increasing inequality, the provision of social services suffered due to the government’s lack of capacity and finances. The 2010s was a period of rising oil prices and better economic performance. Inequality decreased in recent decades and the provision of social services dramatically improved. After Russia’s full-scale invasion of Ukraine, social policy has increasingly relied on cash payments, including to Russian men in the poorest regions who enlist to fight in Ukraine. At the same time, rising inflation, especially for food, hurts the most for those who are already the worst off.
Chapter 2 presents the theoretical framework and the research design of the study. It examines how political parties’ programmatic commitment shapes the expansion and quality of healthcare reforms in post-neoliberal Latin America. While democracy, ideology, and electoral competition explain why reforms are initiated, the chapter argues that the key to understanding reform outcomes lies in whether parties possess programmatic commitment – that is, if their core ideological values are directly tied to healthcare. Where party values align with healthcare expansion, parties actively shape, support, and implement reforms (a programmatic path), leading to higher-quality, sustainable outcomes with clear funding and infrastructure plans. In contrast, when parties lack such commitment, technocrats without partisan ties drive the policymaking process (a technocratic path), resulting in reforms that may expand formal coverage but often lack robust political support, funding stability, and effective implementation. The chapter also details the research design, describing the operationalization of the dependent and independent variables, the process-tracing approach used to collect evidence, and the logic of the case selection. Data collection combined extensive interviews and archival research. Ultimately, the chapter highlights the need to analyze policy engagement at each stage of the process.
This chapter highlights the relevance of studying healthcare reform in Latin America’s new democracies. It identifies the empirical puzzle of this study and the gaps in the literature that it seeks to fill. It examines why healthcare reform outcomes vary so significantly across Latin American democracies. While many countries in the region have pursued policies to expand access and address healthcare inequality, the quality and sustainability of these reforms vary. The chapter then introduces the novel argument about political parties’ programmatic commitment and policymaking. It provides key findings from a comparative analysis of reforms in Chile, Mexico, and Peru, explaining that reforms are most successful when parties’ core values align directly with the policy, leading to greater engagement during policymaking and implementation. In settings where parties lack programmatic commitment, technocrats or external actors often dominate the process, resulting in reforms that may expand formal coverage but lack sustainable funding, infrastructure development, and effective access. The chapter thus emphasizes that it is not simply the presence of strong or programmatic parties, but their programmatic commitment to the policy area, that predicts the quality and feasibility of social policy reform, with broader implications for democratizing societies and policymakers globally.
The introductory chapter of Persistent Citizens lays out the core conceptual, theoretical, and empirical claims of the book. It begins by highlighting that expanded social policy commitments in countries like Brazil and Argentina do not always translate into consistent access to social programs for all eligible citizens. The authors introduce "state-centric persistence" as a key behavior that explains who ultimately receives benefits. The chapter then previews a psychological theory that explains persistence based on three attitudes: entitlement, indignation, and self-efficacy, collectively termed "2ei." The chapter reviews the scope conditions of the argument and outlines the empirical approach of the book, which involves original qualitative and quantitative research in Brazil and Argentina, focusing on health care and early childhood education. The chapter concludes by discussing the book’s contributions to literature on social policy access, claim making, and administrative burden.
This chapter provides a historical overview of social welfare provision in Brazil and Argentina. It details how both countries, in the early twentieth century, established welfare systems that were largely regressive and favored formal workers and privileged groups. The chapter then describes the social policy expansions that have occurred in recent decades, particularly since the countries’ transitions to democracy in the 1980s. While these reforms have expanded access to previously excluded populations, the chapter notes that uneven access persists despite these new commitments. It also summarizes the current state of public provision of health care, especially medication for chronic illness, and early childhood education in each country.
This article analyses the implementation of emergency cash transfer policies during the first wave of the COVID-19 pandemic in four decentralized political systems: Argentina, Brazil, Mexico, and Spain, focusing on how different institutional capacities shaped policy effectiveness. The study examines key dimensions such as digital infrastructure, intergovernmental coordination, pre-existing social protection systems, and fiscal effort to assess the factors that determined the scope and impact of these policies. The findings suggest that state capacity was crucial in shaping outcomes: while digital infrastructure emerged as a necessary condition for effective implementation, it was not sufficient on its own. Likewise, intergovernmental coordination played a decisive role in federal systems, with cooperative governance models yielding better implementation outcomes. Using a qualitative comparative analysis, the study identifies different pathways to successful policy implementation, highlighting the importance of administrative flexibility and institutional adaptation in crisis contexts. The results contribute to the literature on state capacity and crisis governance, offering insights for designing resilient social protection systems. The first wave of the COVID-19 pandemic functioned as a natural experiment that tested the limits of social policy implementation and catalysed institutional innovations, some of which could have long-term implications for welfare states in Latin America and Southern Europe.
Combining compelling field research with sharp analysis, The Politics of Healthcare Expansion unravels why efforts to expand equitable healthcare so often fall short – and why some succeed. Through comparative case studies from Chile, Mexico, and Peru, this book reveals how political party commitment, or the lack of it, shapes the design, implementation, and sustainability of healthcare reform. Moving beyond ideology, it demonstrates the crucial role of programmatic party engagement and analyzes the impact of technocrats and external actors when political parties are weak or disengaged. With timely lessons highlighted by the region's COVID-19 experience, this book offers rigorous insights and practical implications for anyone seeking to understand or influence social policy reform in emerging democracies.
Despite widespread reforms in recent years, expanded social welfare programs in Global South democracies still fail to reach many of those who need them most. Persistent Citizens draws on original focus group data from Brazil and Argentina to develop a new concept of 'state-centric persistence' to explain these gaps in access. State-centric persistence – unmediated, individualized pursuit of state benefits – is increasingly important in the Global South. The book connects existing research on claim-making and administrative burden to argue that self-efficacy, entitlement, and indignation encourage persistence. It analyzes original survey data to show evidence that these attitudes, along with knowledge of social rights, are associated with greater persistence. Persistent Citizens centers the experiences of poor citizens to offer an individual-level theory that contributes to our understanding of what influences social policy access across the globe.
This article examines the evolution of COVID-19 vaccination efforts during 2021 and 2022 in six Central American countries, each with distinct social policy legacies and political regimes. Drawing on official data sources, the article differentiates two phases: the initial rollout of vaccines and the subsequent expansion of second-dose coverage to secure immunity. We advance three main arguments. First, differences in performance can be partly explained by the state capacities needed to implement vaccination campaigns. Second, regime type does not explain success; Nicaragua matched the performance of the most effective democratic countries. Third, presidential will accounts for the divergent trajectories of autocratic regimes. These findings underscore that in times of crisis, effective social intervention is possible without democratic pressures and accountability and highlight the need to further examine variation within nondemocratic regimes.
This Element maps the relationship between taxation and social policy from a comparative and historical perspective. It critically reviews studies in fiscal sociology, history, political science, and political economy to highlight blind spots in the body of knowledge that future studies could explore. It shows that studying the revenue side of social policy offers compelling answers to central questions tackled in welfare state scholarship and addresses questions such as: What explains the introduction and timing of social programs? How can we understand processes of welfare state expansion and retrenchment? What determines the redistributive capacity of welfare states? What accounts for variations in redistributive capacity between groups and across generations in different countries? While bringing in the financing side of social policy complements prevailing accounts in the welfare state literature, studying financing can also transform how we understand social policy. This title is also available as Open Access on Cambridge Core.
How does technological change affect social policy preferences? We advance this lively debate by focusing on the role of dual vocational education and training (VET). Existing literature would lead us to expect that dual VET increases demand for compensatory social policy and magnifies the effect of automation risk on such demands. In contrast, we contend that dual VET weakens demand for compensatory social policy through three non-mutually exclusive mechanisms that we refer to as (i) material self-interest; (ii) workplace socialization; and (iii) skill certification. We further hypothesize that dual VET mitigates the association between automation risk and social policy preferences. Analyzing cross-national individual data from the European Social Survey and national-level data on education systems, we find strong evidence for our argument. The paper advances the debate on social policy preferences in the age of automation and sheds new light on the relationship between skill formation and social policy preferences.
Political manifestos are often framed as contracts between parties and voters. They also function as strategic texts that communicate party identity, define problems, set priorities, and articulate visions of a better future. This article examines the UK Labour Party’s 2024 election manifesto in this light, investigating what it reveals about its ideological direction and its social policy agenda. It places the 2024 manifesto in historical context, utilising content analysis and computer-aided large language model techniques and triangulating Manifesto Project coding with automated classification and manual adjudication to assess continuity and change in Labour’s policy positioning. It finds that, across multiple measures, including left–right indices, party coding proximities, and principal component analysis, Labour’s 2024 manifesto clusters closely with New Labour programmes and, on some measures, aligns more closely with Conservative platforms than with Labour policy traditions. These findings suggest that 2024 marks an ideological recalibration for the Labour Party that brings with it significant implications for the direction of the welfare state.
This contribution to the themed section on ‘Labour in Government’ provides annotated suggestions and some general guidance related to additional sources to support reading and research around the topic of the UK Labour Party and social policy. It gathers academic sources (books and journal articles) alongside those drawn from web accessible materials, both formal (government) and relevant grey literature.
The introduction to the themed section on ‘Labour in Government and Its Impact on Social Policy’ is setting the scene for the following articles in three steps: First, it sketches the social policy landscape at the start of the Labour Party’s current term in government, shaped by New Labour and the following years of Conservative (and Conservative-Liberal Democrat coalition) rule. Secondly, to contextualise the broader political backdrop for the different policy areas that are analysed in the themed section, we highlight the tensions between the large scale of social policy challenges faced by the government on the one hand, and the relatively modest ambitions of the Labour Party, due to its self-imposed restrictions around fiscal policy and its political positioning, on the other. Thirdly, the introduction presents the rationale for a collection of analyses of the Labour government’s social policy orientations and impacts after 12 months in office, underlining its relevance and usefulness as a state-of-art resource for academics, practitioners and students. Finally, we summarise the focus and key insights from the articles in the themed section, before presenting a range of cross-cutting considerations that run across the diverse social policy areas.
The article examines the tax policies the UK Labour government pursued in its first year in office in the context of its economic and fiscal inheritance. It presents the promises of the 2024 Labour Party Manifesto and the government’s main tax policies to June 2025. The article considers several possible interpretations of the government’s tax policies including the desire both to raise revenues and to establish fiscal credibility and assesses whether tax measures have been used to address social policy goals. The article concludes that, while cautious and even conservative, Labour’s approach to tax and tax policy making did not appear to be based on a cohesive plan, was not accompanied by a coherent or compelling narrative, and failed to seize the opportunity for a bolder strategy.
Business management education is increasingly making use of artificial intelligence as an emerging technology that will lead to major societal changes in learning and knowledge endeavours. This editorial article focuses on the link between business management and artificial intelligence as an enabler of social policy changes. This means considering the history of artificial intelligence and how business management education has evolved in recent years. By doing so, it encourages more focus on creative uses of social policy in terms of discussion about educational initiatives. This is helpful in gaining more insight into the novel and entrepreneurial ways business management education can embed artificial intelligence and improve overall learning outcomes.