Hostname: page-component-586b7cd67f-dlnhk Total loading time: 0 Render date: 2024-11-24T02:59:15.041Z Has data issue: false hasContentIssue false

The Challenges Posed to Welfare States by Globalization

Published online by Cambridge University Press:  18 July 2013

Chaim Shinar*
Affiliation:
Marzouk ve Azar St. 21c, Kiryat Ono, 55218, Israel. E-mail: [email protected]

Abstract

When the debate on globalization started in the early 1990s, the dominant assumption was that globalization was a shocking new phenomenon. Moreover, this new development was seen as an attempt to undermine the sovereignty and economic functions of the nation state, hence undermining the fundamental basis of the welfare state. According to this perspective, the welfare state was expected to collapse as a result of economic constraints. Some influential publications promoted the idea that countries would find themselves captured in a global trap. At least in the field of social sciences, this thesis was interpreted differently: the weakening of the nation state by globalization was considered a myth that served as an excuse for cutting government budgets. Since then, the social sciences have developed an approach to globalization as a long-term trend within the capitalistic framework, driven by economic and political developments and dependent on pre-existing social conditions.

Type
Focus: Core–Periphery
Copyright
Copyright © Academia Europaea 2013 

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

References and Notes

1. In the 1930s, Keynes spearheaded a revolution in economic thinking, overturning the neo-classical economic paradigm claiming that free markets would, in the short to medium term, automatically provide full employment, as long as workers were flexible in their wage demands. Keynes argued instead that aggregate demand determined the overall level of economic activity and that inadequate aggregate demand could lead to prolonged periods of high unemployment.Google Scholar
2.Marx, K., Engels, F. (1848) Manifesto of the Communist Party (Translated from the German by S. Moore, ed. F. Engels, 1888. Offline version: Marx/Engels Internet Archive, Marxists. Org., 2000, Transcription/markup: Zodiac.Google Scholar
3.Scholte, J. A. (2000) Globalization: A Critical Introduction. Ebsco eBook Collection, pp. 15–16.Google Scholar
4.Brady, D., Beckfield, J. and Seeleib-Kaiser, M. (2005) Economic globalization and the welfare state in affluent democracies, 1975–2001. American Sociological Review, 70, pp. 921948.CrossRefGoogle Scholar
5.Held, D. (2000) Global Transformations: Politics, Economics and Culture (Cambridge: Polity Press), p. 374.Google Scholar
6.Giddens, A. (1998) The Third Way; The Renewal of Social Democracy (Cambridge: Polity Press, in association with Blackwell Publishers Ltd.), p. 123.Google Scholar
7. The euro convergence criteria (also known as the Maastricht criteria) are the criteria for European Union member states to enter the third stage of European Economic and Monetary Union (EMU) and adopt the euro as their currency.Google Scholar
8.Schulz, B. H. (2000) Globalization, unification, and the German welfare state. International Social Science Journal, 52(1), p. 49.CrossRefGoogle Scholar
9.Navarro, V., Schmitt, J. and Astudillo, J. (2004) Is globalization undermining the welfare state? Cambridge Journal of Economics, 28(1), ABI/INFORM Global, pp. 133152.CrossRefGoogle Scholar
10.Pierson, P. (1996) The new politics of the welfare state. World Politics, 48(2), pp. 144145.CrossRefGoogle Scholar
11.Benoit, C. (2003) Book review of D. Swank, Global Capital, Political Institutions, and Policy Change in Developed Welfare States. In Contemporary Sociology, 32(5), pp. 1–2.Google Scholar
12.Esping-Andersen, G. (1996) Welfare states without work: the impasse of labour shedding and familialism in continental Europe. In: C. Esing-Andersen (ed.) Welfare States in Transition. National Adaptation in Global Economies (London: Sage), pp. 6687.Google Scholar
13. The practice in the United States of the pay-as-you-go system is funded by investment in special US Treasury Bonds.Google Scholar
14.Philippe, M. (2005) Social protection in Europe: what model, what rules? Managerial Law, 47(6), p. 261.Google Scholar

Bibliography and Further Reading

15.Bowles, P. and Wagman, B. (1997) Globalization and the welfare state: Four hypotheses and some empirical evidence. Eastern Economic Journal, 23(3), pp. 317335.Google Scholar
16.Benoit, C. (2003) Global capital, political institutions, and policy change in developed welfare states, Book Review. Contemporary Sociology, 32(5).CrossRefGoogle Scholar
17.Brady, D., Beckfield, J. and Seeleib-Kaiser, M. (2005) Economic globalization and the welfare state in affluent democracies, 1975–2001. American Sociological Review, 70, pp. 921949.CrossRefGoogle Scholar
18.Clayton, R. and Pontusson, J. (1998) Welfare-state retrenchment revisited: entitlement cuts, public sector restructuring, and inegalitarian trends in advanced capitalist societies. World Politics, 51(1), pp. 6798.CrossRefGoogle Scholar
19.Debrah, Y.A. and Smith, I.G. (2000) Globalization, employment and the workplace: responses for the millennium. Management Research News, 23(2), pp. 1106.CrossRefGoogle Scholar
20.Ebbinghaus, B. and Hassel, A. (2000) Striking deals: concertation in the reform of continental European welfare states. Journal of European Public Policy, 7(1), pp. 4462.CrossRefGoogle Scholar
21.Esping-Andersen, G. (1996) Welfare states without work: the impasse of labour shedding and familialism in continental Europe. In: C. Esing-Andersen (Ed.) Welfare States in Transition. National Adaptation in Global Economies (London: Sage), pp. 6687.Google Scholar
22.Felder, S. (2002) Reform of Germany's health care market, Centre for the New Europe, (Berlin, May 8), pp. 1–5.Google Scholar
23.Giddens, A. (1998) The Third Way; The Renewal of Social Democracy (Cambridge: Polity Press, in association with Blackwell Publishers Ltd).Google Scholar
24.Held, D. (2000) Global Transformations: Politics, Economics and Culture (Cambridge: Polity Press).Google Scholar
25.Iversen, T. and Cusack, T. R. (2000) The causes of welfare state expansion: deindustrialization or globalization? World Politics, 52(3), pp. 313349.CrossRefGoogle Scholar
26.Krauss, M. (1997) How Nations Grow Rich: The Case for Free Trade Press (New York: Oxford University Press).CrossRefGoogle Scholar
27.Kuhnle, S. (1999) Survival of the European welfare state. Arena, Working Papers, WP 99/19, http://www.arena.uio.no/publications/wp99_19.htmGoogle Scholar
28.Kuhnle, S. (2010) Turning point for the European social model? Current History, 109(725), pp. 99104.CrossRefGoogle Scholar
29.Lanoe, G., Mirza, V. and Pantaleon, J. (2010) The impending collapse of the European urban middle class: the European Union's de-naturing of space and place. Journal of Comparative Research in Anthropology and Sociology, 2(1), pp. 135152.Google Scholar
30.Lipsmmeyer, C. S. (2011) Immigration, globalization, and unemployment benefits in developed EU states. American Journal of Political Science, 55(3), pp. 647664.CrossRefGoogle Scholar
31.Magdoff, F. and Magdoff, H. (2004) Disposable workers: today's reserve army of labor. Monthly Review, 55(11), pp. 1835.CrossRefGoogle Scholar
32.Martin, H. P. and Schumann, H. (1997) The Global Trap: Globalization and the Assault on Prosperity and Democracy (London, New York: Zed Books).Google Scholar
33.Martin, P. (2005) Social protection in Europe: what model, what rules? Managerial Law, 47(6), pp. 257273.CrossRefGoogle Scholar
34.Marx, K., Engels, F. (1848) Manifesto of the Communist Party (Translated: from German by S. Moore, ed. F. Engels, 1888. Offline version: Marx/Engels Internet Archive, Marxists. Org., 2000, Transcription/markup: Zodiac), pp. 1–45.Google Scholar
35.Navarro, V. (1998) Comment: whose globalization? American Journal of Public Health, 88(5), p. 742743.CrossRefGoogle Scholar
36.Navarro, V., Schmitt, J. and Astudillo, J. (2004) Is globalization undermining the welfare state? Cambridge Journal of Economics, 28(1), pp. 133152.CrossRefGoogle Scholar
37.O'Connor, J. (1998) Bringing the international economy back: welfare system change in Sweden, Britain and the U.S., 1975-85. The International Journal of Sociology and Social Policy, 18(2–4), pp. 50102.CrossRefGoogle Scholar
38.Palier, B. (2006) The Europeanization of welfare reforms. Inequality Summer Institute, 2006 (US Cambridge: Harvard Kennedy School of Government, 15–16 June), pp. 1–18.Google Scholar
39.Perger, R. (1998) Globalization and the Welfare State. University of Denver, http://tiss.zdv.uni-tuebingen.de/webroot/sp/spsba01_W98_1/denver12.htmGoogle Scholar
40.Philippe, M. (2005) Social protection in Europe: what model, what rules? Managerial Law, 47(6), pp. 257273.Google Scholar
41.Pierson, P. (1994) Dismantling the Welfare State? Reagan, Thatcher, and the Politics of Retrenchment (Cambridge and New York: Cambridge University Press).CrossRefGoogle Scholar
42.Pierson, P. (1996) The new politics of the welfare state. World Politics, 48(2), pp. 143179.CrossRefGoogle Scholar
43.Scholte, J. A. (2000) Globalization: A Critical Introduction (EBCOhost: eBook Collection).Google Scholar
44.Schulz, B. H. (2000) Globalisation, unification, and the German welfare state. International Social Science Journal, 52(1), pp. 3950.CrossRefGoogle Scholar
45.Smith, M. K. (2002) Globalization and the incorporation of education. The Encyclopedia of Informal Education www.infed.org/biblio/globalization.htm.Google Scholar
46.Steinmo, S. (1994) The end of redistribution? International pressure and domestic tax policy choices. Challenge November-December, pp. 917.CrossRefGoogle Scholar
47.Stryker, R. (1998) Globalization and the welfare state. The International Journal of Sociology and Social Policy, 18(2–4), pp. 149.CrossRefGoogle Scholar
48.Trachte, C. K. (1990) Global Capitalism: The New Leviathan (US, Albany, New York: State University of New York Press).Google Scholar
49.Vobruda, G. (2003) Globalization, European integration and welfare states. Souring out the Relations. http://palissy.humana.univ-nantes.fr/msh/costa15/pdf/nantes/vobruda.pdf. pp. 1–12.Google Scholar
50.Weiler, H. N. (2003) How well do reforms travel? U.S. and European higher education and the international traffic of reform ideas. Introductory Paper for a Symposium at the 2003 Meetings of the Comparative and International Education Society (New Orleans, LA, March 13), pp. 1–5.Google Scholar
51.Weiss, L. (1998) The Myth of the Powerless State (Cambridge: Polity Press in association with Blackwell Publishers Ltd.).CrossRefGoogle Scholar
52.Williamson, J. B. (2004) What is the central goal for social security reform? Adding individual accounts or preserving the social insurance mission? The Gerontolontogist, 44(6), pp. 851855.CrossRefGoogle Scholar
53.Wolch, J. (1999) Decentering America's nonprofit sector: reflections on Salmon's crises analysis. Voluntas: International Journal of Voluntary and Nonprofit Organizations, 10(1), pp. 2535.CrossRefGoogle Scholar