Welfare State Change in Leading OECD Countries: The Influence of Post-Industrial and Global Economic Developments

Cover......Page 1
Welfare State Change in Leading OECD Countries......Page 2
EBS Forschung Band 74......Page 3
ISBN 3834919012......Page 5
Foreword\r......Page 6
Acknowledgement......Page 7
Contents......Page 8
List of Figures......Page 12
List of Tables......Page 13
List of Abbreviations......Page 15
1.1 Research Scope......Page 16
1.2 Theoretical Framework......Page 17
1.3 Methodology......Page 18
1.4 Course of Investigation......Page 21
Part I The Welfare State and Welfare Capitalism......Page 23
2.1.1 Definition of the Terms\rWelfare and Welfare State......Page 24
2.1.2 The Core Functions of the Welfare State......Page 25
2.2 Political Economic Theories on the Rise of the Welfare State......Page 28
2.3.1 Esping-Andersen’s Welfare State Regime Approach......Page 31
2.3.1.1 The Welfare State Regimes and De-Commodification......Page 32
2.3.1.3 The Welfare State Regimes and De-Familialization......Page 33
2.3.2 Classification of Advanced Capitalist Welfare States......Page 34
3.1 Varieties of Production Regimes......Page 38
3.2 The Welfare State-Economy Nexus......Page 42
3.3 Classification of Welfare Capitalist Systems......Page 46
Part II Historical Development and Contemporary Challenges of the Advanced Capitalist Welfare State......Page 51
4.1 Social Protection in the Pre-Welfare State Era......Page 52
4.2 The Genesis of the Welfare State......Page 53
4.3 The Interwar Period of Consolidation......Page 55
4.4 The “Golden Age” of Major Welfare State Expansion......Page 56
4.5 The Welfare State in the Post-“Golden Age” Era......Page 59
5.1 The Phenomenon of Deindustrialization......Page 60
5.2 The Demographic Shift......Page 65
5.3 Changing Household Structures and the Rise of New Social Risks......Page 70
5.4 Welfare State Maturation and Labor Market Imbalances......Page 74
5.5 Post-Industrial Pressures and Agents of Welfare State Change: Partisan Politics versus New Politics......Page 77
6.1 The Underlying Causal Forces of Economic Globalization......Page 81
6.2 The Three Dimensions of Economic Globalization......Page 82
6.2.1.1 Trade Globalization72......Page 83
6.2.1.2 Foreign Direct Investment and the Globalization of Corporate Activities76......Page 87
6.2.2 The Globalization of Capital Markets81......Page 90
6.2.3 The Globalization of Labor Markets88......Page 97
6.3 The Effects of Global Economic Forces on the Welfare State: Four Different Hypotheses......Page 104
6.3.1.1 The Competitiveness View......Page 105
6.3.1.2 The Compensation View......Page 107
6.3.2 The Context-Contingent View – Globalization and Varieties of Welfare Capitalism......Page 109
Part III Empirical Analyses of the Driving Forces Behind the Contemporary Capitalist Welfare State......Page 114
7 Methodological Issues in Comparative Welfare Capitalism Research......Page 115
8.1 Patterns of Public Social Spending......Page 119
8.2.1 Contribution to Comparative Welfare State Research......Page 124
8.2.2 Modeling Potential Determinants of Welfare Spending......Page 126
8.2.2.1 Explanatory Variables as a Proxy for Post-Industrial Challenges......Page 127
8.2.2.3 Explanatory Variables as a Proxy for the Context-Contingent View......Page 128
8.2.2.4 Control Variables......Page 129
8.3 Methodology......Page 132
8.4 Empirical Results......Page 136
8.4.1 Baseline Model Results......Page 137
8.4.2 Interaction Model Results......Page 143
8.4.3 Structural Break Model Results......Page 153
8.4.4 Shortcomings of the Quantitative Analysis and Further Research Needs......Page 156
9.1.1 The Competitiveness View and the Hypothesis of International Tax Competition......Page 158
9.1.2 The Hypothesis of Tax Competition in the Empirical Literature......Page 160
9.1.3 The Evolution of Welfare State Revenues: A Cross-Country Analysis......Page 161
9.2 The Development of Welfare Expenditure Patterns in the Contemporary Era......Page 171
9.2.2 The Recent Development Process of the Three Welfare State Clusters: A Comparative Analysis......Page 172
9.2.2.1 The Three Welfare State Clusters in Broad Perspective: Size and Principal Categories of Public Social Spending......Page 173
9.2.2.2 The Three Welfare State Clusters and the Welfare State-Labor Market Nexus......Page 177
10 Summarized Findings and Conclusion......Page 183
Appendix......Page 186
References......Page 207