Long-term Inequality Research Articles

Long-term inequalities in health among older Mexican adults: An outcome-wide analysis

The relationship between socioeconomic level and health outcomes in older people has been widely studied, but less information about health inequalities associated with gender and place of residence exists. Also, there is scarce evidence of longitudinal inequalities, particularly in countries from the global south. This study aimed to describe the longitudinal patterns of health inequalities associated with wealth, gender, and residence area among older Mexican adults. We used data from two longitudinal studies in Mexico: The Study on Global AGEing and Adult Health (SAGE) and the Mexican Health and Aging Study (MHAS). Three domains to characterize health inequities were used: wealth, gender, and rurality. We conducted an outcome-wide analysis with nine health indicators assessing older adults' physical and cognitive function. The Slope Index of Inequality and the Relative Index of Inequality were used as inequality measurements. Our results indicate that the greatest inequalities are observed in relation to wealth and gender. Older adults with lower socioeconomic status demonstrated higher rates of depression, sarcopenia, falls, and limitations in both basic and instrumental activities of daily living compared to their wealthier counterparts, with increasing trends in physical functionality over time. Furthermore, women experienced higher rates of depression, sarcopenia, frailty, and physical limitations compared to men. The only significant difference related to rurality was a lower rate of frailty among rural older adults. Longitudinal trajectories revealed an increase in the gap of inequality for various health indicators, especially in terms of wealth and gender. Health inequalities in old age are one of the greatest challenges facing health systems globally. Actions like universal coverage of health services for older people and the empowerment of individuals and their communities to have control over their lives and circumstances must be guaranteed.

Do Bolsa Família ao Auxílio Brasil: desafios e alcances a partir de uma pesquisa avaliativa baseada na teoria do programa

Abstract: The recent COVID-19 pandemic has led many countries to adopt emergency cash transfer policies as a way to contain the economic and humanitarian crisis. Such initiatives were developed in a context of exacerbated gender, race, ethnicity and class inequalities resulting from physical and social distancing measures. The article analyzes, by means of an exploratory study and the so-called theory-driven evaluation of the program, the theoretical premises of the Brazilian Income Transfer Program (2003), Brazilian Emergency Assistance (2020) and Brazil Assistance (2021) programs, and their corresponding implementation dynamics. As cash transfer programs are given centrality in the contemporary public agenda, the conclusion is that evaluating their limits and advances - as to theoretical conception and mechanisms triggered in each context - contributes to trace evidence about their effectiveness in addressing long-term inequalities and those inequalities that arise in health emergency contexts.

From the Brazilian Income Transfer Program to Brazil Assistance: challenges and achievements according to a theory-driven evaluation research on the program.

The recent COVID-19 pandemic has led many countries to adopt emergency cash transfer policies as a way to contain the economic and humanitarian crisis. Such initiatives were developed in a context of exacerbated gender, race, ethnicity and class inequalities resulting from physical and social distancing measures. The article analyzes, by means of an exploratory study and the so-called theory-driven evaluation of the program, the theoretical premises of the Brazilian Income Transfer Program (2003), Brazilian Emergency Assistance (2020) and Brazil Assistance (2021) programs, and their corresponding implementation dynamics. As cash transfer programs are given centrality in the contemporary public agenda, the conclusion is that evaluating their limits and advances - as to theoretical conception and mechanisms triggered in each context - contributes to trace evidence about their effectiveness in addressing long-term inequalities and those inequalities that arise in health emergency contexts.

Short and long-term inequity in outpatient medical use by the type of medical institutions in Korea

Abstract Background Many countries agree with the horizontal equity that medical resources should be allocated according to medical needs, regardless of income. Although the short-term equity index calculated through cross-sectional data doesn't reflect the dynamics of individual income and medical use, it can be supplemented by the long-term equity index using panel data. Koreans tend to choose expensive but highly specialized services without considering their medical needs because they are free to choose service providers. This study aims to empirically examine how the patterns of outpatient medical use that are not based on medical needs differ in terms of short- and long-term equity for each type of medical institution. Methods Using Korea Health Panel Survey(2014-2018), the equity of outpatient medical use(number of visits, medical expenses) of 10,244 people was measured by type of medical institution (tertiary general hospital, general hospital, hospital, clinic, and dentist). Wagstaff&van Doorslaer(2000)’s tool and Jones & Lopez-Nicolas(2004)’s tool were used to calculate the short and long-term horizontal equity index(HI), and mobility index(MI) to compare short and long-term inequity. Results In tertiary general hospitals and dentists, there were short and long-term pro-rich inequalities(HI > 0, p < 0.05). As a result of comparison, long-term inequality was greater in the number of visits (MI < 0), while inequality was easing in the long-term in medical expenses(MI > 0) in tertiary general hospitals. In dentists, long-term inequality was less than short-term inequality in both the number of visits and medical expenses (MI > 0). Conclusions The short-term equity index is likely to underestimate or overestimate inequity in our society, so a long-term perspective is needed. Inequality patterns for each type of medical institution should be considered in healthcare reforms for fair distribution of medical resources. Key messages • Short-term equity index differs from the long-term equity index in outpatient medical use. • The pattern of short and long-term equity indices may differ by type of medical institutions.

Statistical dynamics of wealth inequality in stochastic models of growth

Understanding the statistical dynamics of growth and inequality is a fundamental challenge to ecology and society. Recent analyses of wealth and income in contemporary societies show that economic inequality is very dynamic and that individuals experience substantially different wealth growth rates over time. However, despite a fast-growing body of evidence for the importance of fluctuations, we still lack a general statistical theory for understanding the dynamical effects of heterogeneous growth across a population. Here we derive the statistical dynamics of correlated wealth growth rates in heterogeneous populations. We show that correlations between growth rate fluctuations at the individual level influence aggregate population growth, while only driving inequality on short time scales. We also find that growth rate fluctuations are a much stronger driver of long-term inequality than income volatility. Our findings show that the dynamical effects of statistical fluctuations in growth rates are critical for understanding the emergence of inequality over time and motivate a greater focus on the properties and endogenous origins of growth rates in stochastic environments.

Chai as a Colonial Creation: The British Empire’s Cultivation of Tea as a Popular Taste and Habit Among South Asians

For Indians, chai, or spiced black tea, is a sign of hospitality, served within families, workplaces, and at train stations. While most Indians now perceive chai to be an essential and unquestionable part of daily life, this was not the case until the early twentieth century. While today, masala tea (or masala chai) is seen as a traditional South Asian custom, my findings suggest that the habit of drinking tea was actually thrust upon Indians through a colonial apparatus of the British Raj that utilized indentured labor, plantations, and exploitative trade practices. In this research, I deconstruct the misunderstanding that tea is native to India by gathering records of the first tea plantations and advertisements designed to popularize tea in India. I also present evidence of British establishment of tea and sugar plantations, which preceded the mass production and distribution of chai for export and internal use. Lastly, I analyze advertisements that were used in the British campaign to popularize chai in India. The tea trade exemplifies the short and long-term inequalities that resulted from British occupation in South Asia, as it was a key factor in motivating and funding colonial expansion and in solidifying colonial control. Beyond colonizing land and bodies through tea, the British succeeded in colonizing Indians’ aesthetics and taste.

Statistical Dynamics of Wealth Inequality in Stochastic Models of Growth

Understanding the statistical dynamics of growth and inequality is a fundamental challenge to ecology and society. Recent analyses of wealth and income dynamics in contemporary societies show that economic inequality is very dynamic and that individuals experience substantially different growth rates over time. However, despite a fast growing body of evidence for the importance of fluctuations, we still lack a general statistical theory for understanding the dynamical effects of heterogeneneous growth across a population. Here we derive the statistical dynamics of correlated growth rates in heterogeneous populations. We show that correlations between growth rate fluctuations at the individual level influence aggregate population growth, while only driving inequality on short time scales. We also find that growth rate fluctuations are a much stronger driver of long-term inequality than earnings volatility. Our findings show that the dynamical effects of statistical fluctuations in growth rates are critical for understanding the emergence of inequality over time and motivate a greater focus on the properties and endogenous origins of growth rates in stochastic environments.

Employees' Emotional, Cognitive, and Behavioral Responses to Increasing Statutory Retirement Ages.

Increasing statutory retirement ages around the world are forcing employees to prolong their working lives. We study the different ways in which mid- and late-career workers respond to such changes. We distinguish between negative emotions about working longer, cognitive engagement with prolonged employment, and proactive behavior to facilitate longer working lives. We analyze data from 1,351 employees aged 40-66 from the Netherlands. We estimate a structural equation model to identify in which ways experiences of age discrimination, accessibility of accommodative HR facilities, and social norms in the workers' social networks are related to the three different types of responses. Results show that when employees do not experience age discrimination, when their employer offers easily accessible accommodative HR facilities, and the social norms support prolonged employment, employees have fewer negative emotional reactions and are more likely to behaviorally respond to facilitate longer working lives. When these contexts are misaligned, the reverse is generally found. We also find socioeconomic differences in the ways employees respond to the prospect of prolonged employment. This study shows the importance of supportive contexts at different levels—societally, in organizations, and in individuals' own lives—for policy changes such as increasing statutory retirement ages to be effective. Different responses between different socioeconomic groups may lead to growing long-term inequality.

Breaking down the barriers: educational paths, labour market outcomes and wellbeing of children of immigrants

ABSTRACT The goal of successfully incorporating ethnic minorities represents a decisive challenge for modern societies. However, migratory background continues to negatively affect the life trajectories of migrants’ descendants. ‘Hard’ and ‘soft’ barriers determine long-term inequality gaps and low intergenerational social mobility in both longstanding and more recent European immigration countries. This special issue complements the sparse findings on education, labour market outcome and wellbeing relating to immigrant offspring by providing original insight in order to individuate strategies for removing the obstacles that the descendants of migrants face. In-depth analyses have been performed for specific Southern European contexts in order to explore the specific inequality patterns that are emerging in these more recent and unexplored immigration contexts. The main findings suggest that the lower academic performances of immigrants’ descendants can be raised through language-support programmes, mentoring programmes, positive role and disciplinary climate, extra-scholastic activities and parental involvement. Equality opportunities in education should support school-to-work transitions and better allocate the underutilised human capital reserves of migrants’ descendants. Conversely, long-lasting penalties in educational careers and integration processes may arise when children are physically separated from their parents because of delayed family reunification.

Between communism and capitalism: long-term inequality in Poland, 1892\u20132015

We construct the first consistent series on the long-term distribution of income in Poland by combining tax, household survey and national accounts data. We document a U-shaped evolution of inequalities from the end of the nineteenth century until today: (1) inequality was high before WWII; (2) abruptly fell after the introduction of communism in 1947 and stagnated at low levels during the whole communist period; (3) experienced a sharp rise with the return to capitalism in 1989. We find that official survey-based measures strongly under-estimate the rise in inequality since 1989. Our results highlight the prominent role of capital income in driving the U-shaped evolution of top income shares. The unique inequality history of Poland speaks to the central role of institutions and policies in shaping inequality in the long run.

Avoiding the bullies: The resilience of cooperation among unequals

Can egalitarian norms or conventions survive the presence of dominant individuals who are ensured of victory in conflicts? We investigate the interaction of power asymmetry and partner choice in games of conflict over a contested resource. Previous models of cooperation do not include both power inequality and partner choice. Furthermore, models that do include power inequalities assume a static game where a bully's advantage does not change. They have therefore not attempted to model complex and realistic properties of social interaction. Here, we introduce three models to study the emergence and resilience of cooperation among unequals when interaction is random, when individuals can choose their partners, and where power asymmetries dynamically depend on accumulated payoffs. We find that the ability to avoid bullies with higher competitive ability afforded by partner choice mostly restores cooperative conventions and that the competitive hierarchy never forms. Partner choice counteracts the hyper dominance of bullies who are isolated in the network and eliminates the need for others to coordinate in a coalition. When competitive ability dynamically depends on cumulative payoffs, complex cycles of coupled network-strategy-rank changes emerge. Effective collaborators gain popularity (and thus power), adopt aggressive behavior, get isolated, and ultimately lose power. Neither the network nor behavior converge to a stable equilibrium. Despite the instability of power dynamics, the cooperative convention in the population remains stable overall and long-term inequality is completely eliminated. The interaction between partner choice and dynamic power asymmetry is crucial for these results: without partner choice, bullies cannot be isolated, and without dynamic power asymmetry, bullies do not lose their power even when isolated. We analytically identify a single critical point that marks a phase transition in all three iterations of our models. This critical point is where the first individual breaks from the convention and cycles start to emerge.

Economic Inequality in Preindustrial Times: Europe and Beyond

Recent literature has reconstructed estimates of wealth and income inequality for a range of preindustrial, mostly European, societies covering medieval and early modern times, occasionally reaching back to antiquity and even prehistory. These estimates have radically improved our knowledge of distributive dynamics in the past. It now seems clear that in the period circa 1300–1800, inequality of both income and wealth grew almost monotonically almost everywhere in Europe, with the exception of the century-long phase of inequality decline triggered by the Black Death of 1347–52. Regarding the causes of inequality growth, recent literature ruled out economic growth as the main one. Other possible factors include population growth (also as mediated by inheritance systems) and especially regressive fiscal institutions (also as connected to the unequal distribution of political power). The recently proposed theoretical framework of the inequality possibility frontier (IPF) lends a better understanding of the implications of the reconstructed trends. This article concludes by showing how connecting preindustrial trends to modern ones changes our perception of long-term inequality altogether. (JEL D31, D63, N33)

COVID-19 and the right to education in Chile: An opportunity to revisit our social contract.

The COVID-19 pandemic is pushing the world into a devastating economic and social scenario. The consequences of this crisis largely impact children and teenagers, both now and in the future. School closures have particularly affected vulnerable children, deepening the effects of their unequal socio-economic circumstances. In this context, the actions governments are taking to protect their citizens’ right to education will be crucial to reducing or exacerbating inequality in the long term. The authors of this article analyse the case of Chile, one of the most successful countries in Latin America regarding educational achievement and enrolment, as well as the most segregated educational system among member countries of the Organisation for Economic Co-operation and Development (OECD). How is the right to education being guaranteed for all during the COVID-19 pandemic? Are the measures taken by the Ministry of Education mitigating or intensifying long-term inequalities? Based on the 4-A scheme described by Katarina Tomasevski, which conceptualises national governments’ obligations to guarantee the right to education, the authors examine the normative basis of Chile’s market-oriented educational system (1980–2013) as well as the latest educational reform (2014–2017), which aimed to promote the right to quality education, and critically analyse the measures adopted by the Chilean Ministry of Education in response to the pandemic. The authors conclude that Chile is facing a major challenge to ensure the right to education for all. A new social contract is required to reduce structural inequalities, and to avoid a potential setback in human rights.

The surplus approach to rent

Theories of rent are wide-ranging. However, whether neoclassical, Marxist, or Proudhonist, they tend to neglect evolutionary institutionalist theorising. Increasingly dominated by the income approach, rent theories need to be expanded, partly to correct existing work, partly to break persistent intellectual monopoly and oligopoly, and particularly to develop institutional theories of rent. In this paper, I attempt to do so by presenting and evaluating the surplus approach to rent, particularly R.T. Ely’s, highlighting its power and potential and stressing its critiques and contradictions. Drawing, among others, on the original writings of Ely, it is argued that, while the emphasis on property rights, land as a ‘bundle of sticks’, and rent as surplus rather than income help to advance heterodox approaches to rent, the surplus approach is severely limited in its analysis of inequalities and how they can be addressed, especially in extractivist and rentier societies. To unravel long-term inequalities that characterise rent and rentier economies, it is crucial for surplus theorists to engage stratification economics which, in turn, can drive the surplus approach to rent.

All about ideology? Reading Piketty´s with Latin American lenses.

This review essay evaluates Capital and Ideology in light of the Latin American experience. Given its history of exploitation and high levels of inequality, the region constitutes an essential case study. By considering the Latin America case, we can also benefit from the many insights coming from within the region and often overlooked by the Anglo-Saxon (dominant) literature. The paper makes two different arguments. First, asymmetries in economic and political power are the main drivers of long-term inequality. Following insights from structuralism, I show how the organization of the global economy has shaped domestic patterns of income distribution in many parts of the world. The dependent character of economic development together with the power of domestic elites explain Latin America's stubborn inequality; ideology has historically been more an instrument than an underlying driver. Second, we cannot understand the evolution of income distribution without considering the role of dictatorships. While Capital and Ideology explains convincingly why liberal democracies are not working, it never properly considers the risk and costs of (conservative) authoritarian regimes. In thinking about policy responses, the essay also highlights the importance of strengthening democracy, fighting dictatorships, and enhancing the influence of social movements.

Planning for Exclusion: The Politics of Urban Disaster Governance

Many disaster risk reduction (DRR) initiatives, including land use planning, tend to ignore existing long-term inequalities in urban space. Furthermore, scholars working on urban disaster governance do not adequately consider how day-to-day DRR governing practices can (re)produce these. Hence, following a recent interest in the political dimensions of disaster governance, this article explores under what conditions the implementation of DRR land uses (re)produce spatial injustice on the ground. We develop a theoretical framework combining politics, disaster risk, and space, and apply it to a case study in Santiago, Chile. There, after a landslide disaster in the city’s foothills in 1993, a multi-level planning arrangement implemented a buffer zone along the bank of a ravine to protect this area from future disasters. This buffer zone, however, transformed a long-term established neighbourhood, splitting it into a formal and an informal area remaining to this day. Using qualitative data and spatial analysis, we describe the emergence, practices, and effects of this land use. While this spatial intervention has proactively protected the area, it has produced further urban exclusion and spatial deterioration, and reproduced disaster risks for the informal households within the buffer zone. We explain this as resulting from a governance arrangement that emerged from a depoliticised environment, enforcing rules unevenly, and lacking capacities and unclear responsibilities, all of which could render DRR initiatives to be both spatially unjust and ineffective. We conclude that sustainable and inclusive cities require paying more attention to the implementation practices of DRR initiatives and their relation to long-term inequities.

ICT policies in Latin America: Long-term inequalities and the role of globalized policy-making

ICT policies have been presented as one of the keys for inclusion in the global economy. For instance, in countries like Peru, the need for increased connectivity appears crucial, as integration to the global economy through free trade agreements with developed economies becomes an essential part of economic policy. However, it can be argued that the actual impact of such policies is marginal, and that the actual policy-making process is not helping, as much as competition, at the local telecommunications markets. At the same time, other elements composing an ICT strategy, including cultural and social aspects, are weakly presented. After discussing the facts, an exploration of the limitations of state policy is drawn from the combined conceptual frameworks of Rodrik’s notion of the Trilemma of Global Economy and Held’s Vicious Gridlock. Also, the analysis of policy-making in Latin America and Peru by local scholars is explored to propose that digital inequalities are only addressable by market forces under the current policy arrangement available to governments like Peru’s. Finally, the article argues that it is needed to both abandon “information society” as a policy trend and instead, confront the decreasing political capacities of emerging states to thus, influence the outcomes of telecommunications/media development investments in their regions and countries.

Welfare Dynamics and Inequality in the Russian Federation During 1994–2015

Russia offers a unique example of a centrally planned economy swiftly transforming itself into a market-oriented economy. We offer a comprehensive study of inequality and mobility patterns for Russia, using multiple rounds of the Russian Longitudinal Monitoring Surveys over the past two decades spanning this transition. We find rising income levels and decreasing inequality, with the latter being mostly caused by pro-poor growth rather than redistribution. The poorest tercile experienced a growth rate that was more than 10 times that of the richest tercile, leading to less long-term inequality than short-term inequality. We also find that switching from a part-time job to a full-time job, from a lower-skill job to a higher-skill job or staying in the formal sector is statistically significantly associated with reduced downward mobility and income growth. However, a transition from the private sector to the public sector is negatively associated with income growth.

Evidence of Between- and Within-Household Child Nutrition Inequality in Malawi: Does the Gender of the Household Head Matter?

This paper uses a variance decomposition approach to investigate inter- and intra-household inequalities in under-five children’s nutritional status in Malawi and distinguish between explained and unexplained variance. The adopted linear random effect model is based on a version of the conceptual framework by UNICEF, and the adopted dataset is from the Malawian Endline Survey 2014. The selected impact variable is child stunting. The explanatory variables are representative of the underlying and basic causes of this nutritional status. This study adds to the literature by providing an estimate by the gender of the household head and up-to-date evidence on the case of Malawi, where the prevalence of child malnutrition is rampant. The results reveal that between-household inequalities, especially those unexplained by the adopted model, mostly drive the long-term child nutritional inequalities. Policy suggestions for the design of nutritional and redistributive policies aimed at achieving the Sustainable Development Goals (SDGs) and the country’s growth and development strategy are provided.

Inequality in body mass indices across countries: Evidence from convergence tests

This study examines the long-term inequality in body mass index (BMI) based on convergence tests applied to a database of 172 countries recently published by the NCD Risk Factor Collaboration. First, we find that countries converge in clubs, which indicates that country disparities in BMIs will persist over time. Second, there are three and six convergence clubs in BMIs for female and male individuals, respectively. That is, we would not observe a single convergence pattern in body weights as the nutrition transition theory and the dietary convergence hypothesis seem to suggest. Females have only one healthy club (18.5 ≤ BMI < 25) and two overweight clubs (BMI ≥ 25). Males have three healthy clubs and three overweight clubs. Third, the analysis of club convergence indicates that BMI inequality has increased due to the BMI growth observed in club 1 (the one with the highest average BMI and led by the US) in each gender group. Finally, potential determinants of BMI such as globalization, human capital, income, and urbanization are relevant to understand differences across clubs. We interpret the club convergence as the result of a heterogeneous integration of countries into the global economy, which is probably related to strong domestic preferences, policies designed to manage the impacts of globalization, and shifts in productive structures.