¿Trayectorias de reforma divergentes?los sistemas de bienestar de Alemania y el Sur de Europa hacia la postausteridad
-
1
Universidad de Oviedo
info
ISSN: 0034-9712
Año de publicación: 2022
Volumen: 80
Número: 1
Tipo: Artículo
Otras publicaciones en: Revista internacional de sociología
Resumen
El artículo examina la trayectoria de la reforma del bienestar en Alemania y en los cuatro países del Sur de Europa: España, Italia, Grecia y Portugal. El análisis del cambio institucional comprende las transformaciones producidas en las dos últimas décadas, incluyendo los periodos anterior y posterior a la crisis económica y financiera de 2008. La pregunta de investigación es si la reforma ha tenido como resultado una mayor diferenciación entre los modelos de protección social. La metodología es de estudio de caso comparado. Se revisan teóricamente el proceso y resultados del cambio institucional del bienestar y la evolución del gasto para cinco áreas de la política social: pensiones; protección por desempleo; atención sanitaria; conciliación y cuidados, y exclusión social. Se concluye que las reformas de la austeridad y postausteridad han producido una mayor divergencia entre el modelo alemán y el régimen de bienestar mediterráneo, así como una fragmentación interna de este último.
Información de financiación
Financiadores
-
Ministerio de Economía y Competitividad
- CSO2017-82648-R
Referencias bibliográficas
- Berry, W. D., R. C. Fording y R. L. Hanson. 2003. "Reassessing the 'Race to the Bottom' in State welfare policy". The Journal of Politics 65(2): 327-349. https://doi.org/10.1111/1468-2508.t01-2-00003
- Blum, S. y J. Kuhlman. 2016. "Crisis? What crisis? Restructuring the German welfare system in times of unexpected prosperity". Pp. 133-158 en Challenges to European Welfare Systems, editado por K. Schubert, Paloma de Villota y J. Kuhlman. Heidelberg: Springer. https://doi.org/10.1007/978-3-319-07680-5_7 PMid:27682694
- Branco, R., D. Cardoso, A. M. Guillén, S. Sacchi y D. Luque. 2019. "Here to stay? Reversals of structural reforms in Southern Europe as the crisis wanes". South European Society and Politics 24(2): 205-232. https://doi.org/10.1080/13608746.2019.1640966
- Comisión Europea. 2013. "Comunicación de la Comisión al Parlamento Europeo, al Consejo, al Comité Económico y Social Europeo y al Comité de las Regiones. Hacia la inversion social para el crecimiento y la cohesión, incluida la ejecución del Fondo Social Europeo 2014-2020." Bruselas, COM/2014/083 final.
- Eichhorst, W. y A. Hassel. 2015. "Are there Austerity-related policy changes in Germany?". IZA DP No. 9325. Bonn. https://doi.org/10.2139/ssrn.2663756
- Emmenegger, P., S. Häusermann, B. Palier y M. Seeleib-Kaiser. 2012. "How we grow more unequal". Pp. 3-26 en The Age of Dualization. The Changing Face of Inequality in Deindustrializing Societies, editado por P. Emmenegger, S. Hausermann, B. Palier y M. Seeleib-Kaiser. Oxford: Oxford University Press. https://doi.org/10.1093/acprof:oso/9780199797899.003.0001
- Esping-Andersen, G. 1990. The Three Worlds of Welfare Capitalism. Princeton: Princeton University Press. https://doi.org/10.1177/095892879100100108
- Eurostat. 2020. "Expenditure. Main results: 1990-2017". Table code spr_exp_sum. Consulta 01 de abril de 2020. https://cutt.ly/oyrZGoS.
- Ferrera, M. 1996. "The 'Southern Model' of welfare in Social Europe". Journal of European Social Policy 6(1): 17-37. https://doi.org/10.1177/095892879600600102
- González Begega, S. y E. Del Pino. 2017. "Social policy in Spain under austerity. Assessing EU leverage for structural adjustment and welfare reform". Pp. 279-302 en Austerity and the implementation of the E2020 Strategy in Spain, editado por J. Ramos y E. Del Campo. Brussels: Peter Lang.
- Guijarro Rubinat, X. 2020. "La centralidad de los criterios de merecimiento en la explicación de las actitudes hacia la condicionalidad de la política social". Revista Internacional de Sociología 78(1): e149. https://doi.org/10.3989/ris.2020.78.1.18.037
- Guillén, A. M. y S. González Begega. 2019. "Spain. Economic crisis and the politics of welfare under austerity". Pp. 97-114 Welfare and the Great Recession. A Comparative Study, editado por S. Ólafsson, M. Daly, O. Kangas y J. Palme. Oxford: Oxford University Press. https://doi.org/10.1093/oso/9780198830962.003.0006
- Gringich, J. y S. Häusermann. 2015. "The decline of the working class vote, the reconfiguration of the welfare support coalition and consequences for the welfare state". Journal of European Social Policy 25: 50-75. https://doi.org/10.1177/0958928714556970
- Hassel, A. 2010. "Twenty Years after German Unification: The Restructuring of the German Welfare and Employment Regime". German Politics and Society 28(2): 102-115. https://doi.org/10.3167/gps.2010.280207
- Hassel, A. 2014. "The paradox of liberalization. Understanding dualism and the recovery of the German Political Economy". British Journal of Industrial Relations 52: 57-71. https://doi.org/10.1111/j.1467-8543.2012.00913.x
- Hassenteufel, P. y T. Klenk. 2013. "Germany: Mixing rescaling, privatization and managerialism". Pp. 126-146 en Health Care Systems in Europe under Austerity, editado por E. Pavolini y A. M. Guillén. Basingstoke: Palgrave MacMillan. https://doi.org/10.1057/9780230369627_7
- Hemerijck, A. 2018. "Social investment as a policy paradigm". Journal of European Public Policy 25(6): 810-827. https://doi.org/10.1080/13501763.2017.1401111
- Hinrichs, K. 2010. "A social insurance State withers away. Welfare state reforms in Germany - Or: Attempts to turn around in a cul-de-sac". Pp. 45-72 en A Long Good-bye to Bismarck: the Politics of Welfare Reforms in Continental Welfare State, editado por B. Palier. Amsterdam: Amsterdam University Press. https://doi.org/10.1017/9789048512454.003
- Hyman, R. 2015. "Austeritarianism in Europe. What options for resistance?" Pp. 97-126 en Social Policy in the European Union. State of Play 2015, editado por D. Natali y B. Vanhercke. Brussels: ETUI.
- Köhler, H. D. 2013. "El mito de las reformas en Alemania". El País nº. 12974, 4/01/2013.
- Kvist, J. 2004. "Does EU enlargement start a race to the bottom? Strategic interaction among EU member states in social policy". Journal of European Social Policy 14: 301-318. https://doi.org/10.1177/0958928704044625
- Lijphart, A. 1999. Patterns of Democracy. New Haven, CT: Yale University Press.
- Mau, S. 2015. Inequality, Marketisation and the Majority Class. Basingstoke: Palgrave Macmillan. https://doi.org/10.1057/9781137511614
- Matsaganis, M. 2019. "Greece. The crisis, Austerity and the transformation of welfare". Pp. 83-96 en Welfare and the Great Recession. A Comparative Study, editado por S. Ólafsson, M. Daly, O. Kangas y J. Palme. Oxford: Oxford University Press. https://doi.org/10.1093/oso/9780198830962.003.0005
- Moreno, L. 2001. "La «vía media» española del modelo de bienestar mediterráneo". Papers 63/ 64: 67-82. https://doi.org/10.5565/rev/papers/v63n0.1207
- Moreno, L. 2013. "Spain's catch up with the EU Core: The implausible quest of a Flying Pig?" South European Society and Politics 18(2): 217-236. https://doi.org/10.1080/13608746.2013.785650
- Moreno, L. y P. Marí-Klose. 2013. "Youth, family change and welfare arrangements. Is the South still so different?" European Societies 15(4): 493-513. https://doi.org/10.1080/14616696.2013.836400
- Nauman, I. 2012. "Childcare politics in the New Welfare State". Pp. 158-181 en The Politics of the New Welfare State. Oxford: Oxford University Press. https://doi.org/10.1093/acprof:oso/9780199645244.003.0008
- Natali, D. y F. Stamati. 2014. "Reassessing South European pensions after the crisis: evidence from two decades or reform". South European Society and Politics 19(3): 309-330. https://doi.org/10.1080/13608746.2014.951515
- Natili, M. 2019. The Politics of Minimum Income. Explaining Path Departure and Policy Reversal in the Age of Austerity. London: Palgrave MacMillan. https://doi.org/10.1007/978-3-319-96211-5
- Palier, B. 2010. "Ordering change. Understanding the Bismarckian Welfare Reform Trajectory". Pp. 19-44 en A Long Good-bye to Bismarck: the Politics of Welfare Reforms in Continental Welfare State, editado por B. Palier. Amsterdam: Amsterdam University Press. https://doi.org/10.1017/9789048512454.002
- Palier, B. y K. Thelen. 2010. "Institutionalizing dualism. Complementarities and change in France and Germany". Politics and Society 38(1): 119-148. https://doi.org/10.1177/0032329209357888
- Pavolini, E., B. Palier y A. M. Guillén. 2013. "The health care policy quadrilemma and comparative institutional reforms". Pp. 193-221 en Health Care Systems in Europe under Austerity, editado por E. Pavolini y A. M. Guillén. London: Palgrave Mcmillan. https://doi.org/10.1057/9780230369627_10
- Pavolini, E., M. León, A.M. Guillén y U. Ascoli. 2015. "From austerity to permanent strain? The EU and welfare state reform in Italy and Spain". Comparative European Politics 13: 56-76. https://doi.org/10.1057/cep.2014.41
- Pereirinha, J. A. y M. C. Murteira. 2016. "The Portuguese welfare system in a time of crisis and fiscal austerity". Pp. 587-613 en Challenges to European Welfare Systems, editado por editado por K. Schubert, Paloma de Villota y J. Kuhlman. Heidelberg: Springer. https://doi.org/10.1007/978-3-319-07680-5_26
- Petmesidou, M. y A. M. Guillén. 2014. "Can the welfare state as we know it survive? A view from the crisis-ridden South European Periphery". South European Society and Politics 19(3): 295-307. https://doi.org/10.1080/13608746.2014.950369
- Picot, G. y A. Tassinari. 2017 "All of a kind? Labour market reforms under austerity in Italy and Spain". Socio-economic Review 15(2): 461-482. https://doi.org/10.1093/ser/mww042
- Pierson, P. 2000. "Three worlds of welfare research". Comparative Political Studies 33(6/7): 791-821. https://doi.org/10.1177/001041400003300605
- Pierson, P. 2001a. The New Politics of the Welfare State. New York: Oxford University Press. https://doi.org/10.1093/0198297564.001.0001
- Pierson, P. 2001b. "Coping with permanent austerity - welfare restructuring in affluent democracies". Pp. 411-456 en The New Politics of the Welfare State, editado por P. Pierson. Oxford: Oxford University Press. https://doi.org/10.1093/0198297564.003.0014
- Rodríguez Cabrero, G. 2011. "The consolidation of the Spanish welfare state (1975-2010)". Pp. 17-38 en The Spanish Welfare in European Context, editado por A. M. Guillén y M. León. Aldershot: Ashgate.
- Sacchi, S. y F. Bastagli. 2005. "Italy: striving uphill but stopping halfway". Pp. 84-140 en Welfare State Reform in Southern Europe: Fighting Poverty and Social Exclusion in Italy, Spain, Portugal and Greece, editado por M. Ferrera. London: Routledge. https://doi.org/10.4324/9780203356906_chapter_3
- Schiller, C. 2016. The Politics of Welfare State Transformation in Germany. Still a Semi-Sovereign State. Abingdon: Routledge. https://doi.org/10.4324/9781315623900
- Schmidt, V. 2002. "Does discourse matter in the politics of welfare adjustment?" Comparative Political Studies 35(2): 168-193. https://doi.org/10.1177/0010414002035002002
- Streeck, W. 1995. "German capitalism: does it exist, can it survive?" MPIFG Discussion Paper, 95/5. Köhl.
- Schwartz, H. 2001. "Round up the usual suspects! Globalization, domestic politics and welfare state changes". Pp. 17-44 en The New Politics of the Welfare State, editado por P. Pierson. Oxford: Oxford University Press. https://doi.org/10.1093/0198297564.003.0002 PMid:11216061
- Schweiger, C. 2019. "Deutschland einig Vaterland? East-West cleavages in Germany thirty years after Reunification". German Politics and Society 37(3): 18-31. https://doi.org/10.3167/gps.2019.370303
- Streeck, W. y K. Thelen. 2005. "Introduction: Institutional change in advanced political economies". Pp. 1-39 en Beyond Continuity. Institutional Change in Advanced Political Economies, editado por W. Streeck y K. Thelen. Oxford: Oxford University Press.
- Taylor-Gooby, P., B. Hvinden, S. Mau, B. Leruth, M. A. Schoyen y A. Gyory. 2018. "Moral economies of the welfare state: A qualitative comparative study". Acta Sociologica 62(2): 119-134. https://doi.org/10.1177/0001699318774835
- Thelen, K. 2009. "Institutional change in advanced political economies". British Journal of Industrial Relations 43(7): 471-498. https://doi.org/10.1111/j.1467-8543.2009.00746.x
- Theodoropoulou, S. 2015. "National social and labour market policy reforms in the shadow of EU bail-out conditionality. The cases of Greece and Portugal". Comparative European Politics 13: 29-55. https://doi.org/10.1057/cep.2014.40
- Tiraboschi, M. 2014. Labour Law and Industrial Relations in Recessionary Times. The Italian Labour Relations in a Global Economy. Cambridge: Cambridge Scholars Publishing.
- van Kersbergen, K. y B. Vis. 2014. Comparative Welfare State Politics. Development, Opportunities and Reform. Cambridge: Cambridge University Press. https://doi.org/10.1017/CBO9781139021852
- van Kersbergen, K., B. Vis y A. Hemerijck. 2014. "The Great Recession and welfare state reform: Is retrenchment really the only game left in town?" Social Policy & Administration 48(7): 883-904. https://doi.org/10.1111/spol.12063
- Yamada, T. 2017. "Institutional change and regime crisis: a critical viewpoint of neo-liberalism". Pp. 70-89. En Policy Change under New Democratic Capitalism, editado por H. Magara. London/New York: Routledge.