The Future of the Social Investment State: Politics, Policies and Outcomes, 1st Edition (Hardback) book cover

The Future of the Social Investment State

Politics, Policies and Outcomes, 1st Edition

Edited by Marius R. Busemeyer, Caroline de la Porte, Julian L. Garritzmann, Emmanuele Pavolini


164 pages

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Hardback: 9781138318175
pub: 2018-08-29
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Social investment is part of a strategy to modernize the European welfare states by focusing on human resource development throughout the life-course, while ensuring financial sustainability. The last decades have seen cost containment in areas such as pensions and health care, but also expansion in areas such as early childhood education, higher education and active labor market policies. This development is linked to a Social Investment (SI) approach, which should, ideally, promote a better reconciliation of work and family life, high levels of labor market productivity and strong economic growth, while also mitigating social inequality. However, institutionalization of policies that may mainly benefit the middle class has some unintended effects, such as perpetuating new inequalities and the creation of other Matthew effects. While research on the rise of the social investment state as a new paradigm of social policy-making for European welfare states has grown significantly, there are still important gaps in the literature. The chapters in this book address the controversies around social investment related to inequalities, individual preferences and the politics of social investment. This volume is therefore organized around policies, politics and outcomes. The contributing authors bring together expert knowledge and different perspectives on SI from several disciplines, with original path-breaking empirical contributions, addressing some key questions that thus far are unanswered, related to Matthew effects, inequalities, ambiguities of social investment and institutional complementarities. Furthermore, it is the first volume that covers the core policy areas of social investment: childcare, education and labour market policies.

The chapters in this book were originally published in a special issue of the Journal of European Public Policy.

Table of Contents

1. The future of the social investment state: politics, policies, and outcomes

Marius R. Busemeyer, Caroline de la Porte, Julian L. Garritzmann and Emmanuele Pavolini

2. Social investment as a policy paradigm

Anton Hemerijck

3. Agents of institutional change in EU policy: the social investment moment

Caroline de la Porte and David Natali

4. Public demand for social investment: new supporting coalitions for welfare state reform in Western Europe?

Julian L. Garritzmann, Marius R. Busemeyer and Erik Neimanns

5. The multidimensional politics of social investment in conservative welfare regimes: family policy reform between social transfers and social investment

Silja Häusermann

6. The Matthew effect in childcare use: a matter of policies or preferences?

Emmanuele Pavolini and Wim Van Lancker

7. Good intentions and Matthew effects: access biases in participation in active labour market policies

Giuliano Bonoli and Fabienne Liechti

8. Political participation in European welfare states: does social investment matter?

Paul Marx and Christoph Giang Nguyen

9. Pro-elderly welfare states within child-oriented societies

Róbert Iván Gál, Pieter Vanhuysse and Lili Vargha

About the Editors

Marius R. Busemeyer is a Professor of Political Science at the University of Konstanz, Germany. His research focuses on comparative political economy and welfare state research, education and social policy, public spending, theories of institutional change and, more recently, public opinion on the welfare state. His publications include a book, Skills and Inequality (Cambridge University Press, Winner of the 2015 Stein Rokkan Prize for Comparative Social Science Research), an edited volume (with Christine Trampusch), The Political Economy of Collective Skill Formation (Oxford University Press), and a recently edited special issue of the Socio-Economic Review, 'The political economy of skills and inequality' (with Torben Iversen).

Caroline de la Porte is a Professor in European and Comparative Welfare Policy in the Department of International Economics, Government and Business at the Copenhagen Business School, Frederiksberg, Denmark. Her research focuses on the European Union (EU) and comparative welfare state reform, with a special interest in the Nordic countries. She has published widely on the EU’s influence on labour market reform, pensions as well as anti-poverty policies. Recent publications include an edited special issue on the EU and welfare state reform under conditions of crisis (with Elke Heins, in Comparative European Politics, 2015), an analysis of European Court of Justice rulings regarding atypical work in the context of labour market dualization (with Patrick Emmenegger, in the Journal of European Social Policy, 2017) and an analysis of the development of active labour market policy across Europe before and after the Great Recession (with Mattias Bengtsson and Kerstin Jacobsson, in Social Policy and Administration, 2017).

Julian L. Garritzmann is a Senior Researcher at the University of Zurich, Switzerland. In his current research Julian analyses public opinion towards social investment vis-à-vis compensatory social policies, he develops new approaches to study political effects on public policy and he analyses the (higher) education-inequality nexus. Moreover, in a recent project – together with Silja Häusermann and Bruno Palier – Julian analyses the politics of social investment in democracies around the globe. Recent publications include ‘Party politics and education spending: challenging some common wisdom’ (with Kilian Seng, in Journal of European Public Policy, 2016) and ‘Attitudes towards student support: How positive feedback-effects prevent change in the Four Worlds of Student Finance’ (in Journal of European Social Policy, 2015, recipient of the JESP/Doctoral researcher prize 2014). Julian’s book on the ‘Political Economy of Higher Education Finance’ (published with Palgrave Macmillan in 2016) received the Dissertation Award of the German Political Science Association.

Emmanuele Pavolini is Full Professor in Economic Sociology and Social Policy at the University of Macerata, Italy.

He is co-editor of JESP - Journal of European Social Policy - and he has extensively published in Italian and English on the Italian welfare state in comparative perspective, Southern European welfare states, specific social policies (such as childcare, pensions, education policies), inequalities in the access to welfare state provision, occupational welfare, welfare mix and third sector organizations. Recent publications include an edited book, The Italian Welfare State in European Perspective: A Comparative Analysis (with Ugo Ascoli, 2015), gathering the best Italian welfare state scholars; an analysis of long-term care across Europe (with Costanzo Ranci, in Journal of European Social Policy, 25(3): 2015); and a comparative analysis of welfare state reform in Italy and Spain in a context of permanent strain (with Margarita Leon, Ana Guillen and Ugo Ascoli, in Comparative European Politics, 2015).

About the Series

Journal of European Public Policy Series

This series seeks to bring together some of the finest edited works on European Public Policy. Reprinting from Special Issues of the Journal of European Public Policy, the focus is on using a wide range of social sciences approaches, both qualitative and quantitative, to gain a comprehensive and definitive understanding of Public Policy in Europe.

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