Introduction   Contents

 

Introduction

This volume about changing structures of inequality is the seventh published by the International Research Group for the Comparative Charting of Social Change. Although it focuses on inequality, classes and social stratification, its scope and the approach followed differ in fact considerably from the sort of comparative studies which are usually published under these labels. Following the research strategy of this project, to study trends of social change in comparative perspective, this volume deals with changes in the structures of inequality as part and consequence of the whole range of recent trends of social change in several of the most developed contemporary societies in Europe and North America. It examines a limited set of current social changes, which - according to our previous research - deserve particular attention and consideration.

The present volume covers France, Germany, Canada and/or Quebec, Spain and the United States. All of these societies are highly developed, but present differences in history, cultural background, the role of the state, economic and political power as well as in their routes to modernity (Therborn 1995). There is also the pragmatic reason that these countries had qualified to participate in comparative studies within the Comparative Charting of Social Change Project, by completing national profiles on Recent Social Trends[1][1]. Other countries participating in the project but not covered by this volume are still in the process of accomplishing their national trend reports[2][2], which include 78 trend dimensions grouped into 17 main topics. These are published in English under the title ”Recent Social Trends in ...1960-1990”. These profiles, covering the whole range of social change within each society provide important parts of the raw material for the studies included into this volume. The contributors to this volume depart from their previous work on charting and analysing recent social trends in various realms of their respective societies and their expertise in this field. While focusing on structures of inequality these studies therefore are embedded in the broader scope and more complete panorama of significant trends of current social change.

During the last decade the international sociological community has engaged in a controversial discussion on the old topic of social inequality: Are the traditional concepts of social class and social stratification still valid or are they becoming more and more obsolete due to significant changes in the economic and social structure? Is a trend towards individualization eroding the traditional structure of inequality? Are new forms of inequality replacing the old ones (Hradil 1987) or, even, is the problem of inequality, which has long been one of the key topics of sociological inquiry as well as of social politics, becoming less important (Hondrich 1984)? Should we conclude that the end of the 20th century sees not only the end of ideology and history (Fukuyama 1992), or the end of a century of social democracy (Dahrendorf 1991) but the end of class, stratification or even social inequality? Or are evaluations like these largely overestimated or even artificial and more due to changes in the perceptions of social science than in reality?

The rather fundamental question whether social classes and/or social strata as manifestations of a traditional structure of inequality are dying and whether a new structure of inequality is emerging in modern societies has been the focus of current sociological debate. Since basic concepts of sociological analysis are put into question and under examination quite radically, this debate obviously is of eminent theoretical importance.

Opponents of the traditional view of inequality include Beck (1983, 1986) in Germany, Holton/Turner (1989) in Great Britain, Clark and Lipset (1991), and Kingston (1994) in the United States. In a rather comprehensive critical review of the traditional conceptualization of the structure of social inequality Pakulski and Waters (1996) postulate ”The Death of Class”. Among the strongest defenders of the traditional concepts are Goldthorpe and Marshall (1992), Hout, Brooks and Manza (1993), Marshall (1991; 1997), Müller (1986), Mayer and Blossfeld (1992), Geißler (1996), Haller (1997).

Among the arguments of those scholars criticizing the traditional view and proposing the end of class and stratification are the following:

Because of a general upgrading of the level of living in terms of income, consumption, education and so on - Beck (1986) uses the metaphor of an elevator as an illustration - inequality has lost much of its earlier social meaning, although inequality distributions in terms of differences between status groups have remained remarkably stable.

As a result of the development of modern welfare state institutions, the individual’s standard of living is less dependent on their occupational position and employment income (Lepsius 1979; Zapf 1981; Schnapper 1989). Class position and socio-economic status therefore have lost their former dominance as a structuring principle of social inequality. Instead, other dimensions of inequality - like gender inequality, inequality between generations, ethnic inequalities and regional disparities - have gained attention and have considered to be more important than the "old" inequalities between classes and social strata.

Not only are class boundaries becoming less visible and meaningful in everyday life, but also individual life styles seem to be less determined by class affiliation. As a consequence of rising economic resources and individual options a trend towards the pluralization and individualization of life styles has been developed.

From this critical point of view trends in inequality overall are interpreted as a development towards de-stratification. This position is far from being consensual. While the observation of a weakening of class boundaries and the deterministic power of class position is largely accepted, the view that inequality has a significant vertical dimension and is structured by social classes or strata is still popular. From this perspective position in the economic system of production is the dominating principle of structuration, although not the only one. As demonstrated by numerous studies, the position within the class or stratification system is still clearly correlated with living standards, life chances as well as value orientations and attitudes. From this point of view tendencies of de-stratification and de-structuration of inequality are largely overestimated.

However, even proponents of the traditional perspective agree that class position and stratification have lost some relevance compared to other dimensions of inequality. The notion that ”to paraphrase Sombart, the key social question at the end of the twentieth century is no longer the class question” (Pakuliski/Waters 1996: 67) is almost common ground. On the other hand, it also seems to be rather undisputed that the individualized society is a trend at best, but not yet a common reality. Moreover it seems most likely that societies differ in the degree to which class positions still structure social inequality and class differences as well as class-sentiments are present in everyday life.

Even if we finally would conclude that the traditional concepts are still useful for analyzing social reality, important changes in the structure of inequality have obviously taken place, which cannot simply be ignored. Some catch words that suggest these changes include the "two-thirds-society" in Germany (Leisering 1995), the "vanishing middle classes" in the United States and Canada (Kuttner 1983; Wolfson 1992; Danziger/Gottschalk 1993) and the "cosmographic" view of inequality in France (Mendras/Cole 1991).

Accounting for the scope and intensity of social and economic changes in western societies during the last thirty years, the discussion about changes in the structure of social inequality is rather consistent and all but surprising. The literature about the nature of trends of social change points in particular to significant changes in this realm of our societies (Lyotard 1984; Beck 1986, Giddens 1990). Referring to the results of the country profiles that are part of our larger project on the Comparative Charting of Social Change, we have good reason to take a closer look at the meaning of changes in patterns of inequality in all their consequences and to reconsider the old and traditional concepts of social inequality. We have identified quite a number of general trends of social change[3][3] - more or less pronounced - challenging the traditional view of a structure of social inequality which is mainly or even exclusively based on economic relations. Among these trends the following seem to be particularly significant:

Far reaching changes in the demographic structure: Decreasing birth rates and an increasing longevity have resulted in radical changes of the demographic structure in some of our most developed societies. As a consequence of these processes, the relative weight and status of age groups and generations have changed with obvious distributional implications too. Age and generation may perhaps define new lines of conflict and a form of inequality, which is likely to be of increasing importance.

A dramatic improvement of the general level of living: During the last four decades all our societies, at least those referred to as the ”western societies”[4][4], saw a remarkable upgrade in the level of living of their populations, even if the extend and speed of progress in income, consumption and wealth differed among nations. Although economic and social inequality did not disappear along with this process, the question arises whether the meaning and consequences of inequality are the same at different level of material wealth. Did inequalities - referring again to Beck’s elevator metaphor - lose some of their earlier significance or is Toqueville’s observation still true, that while inequality declines in the course of social progress, the remaining dimensions and degrees of inequality are becoming even more important?

An enormous expansion of the welfare state up to recent years: Regardless of differences between nations in concept, coverage and level, welfare state institutions and respective expenditures expanded considerably in most of our societies during recent decades, although this process obviously is coming to a halt. The ”growth to limits” (Flora 1986) and lack of resources in a rapidly changing world economy are now forcing governments to rebuild or even dismantle welfare state institutions. But still the existence of developed welfare states obviously makes a difference in the impact of inequality and the importance and dominance of an economically based structure of inequality.

A continuous expansion of the service sector: The constant increase of the service sector is the major mechanism whereby industrial societies change to post-industrial societies. The transformation of the labour force from a predominantly male to a more gender mixed labour force, from blue collar to white collar work, from fordist to a post-fordist organization of work, and from a strongly unionized to a much less organized labour force are all trends, which may well affect the traditional inequality structure. Although there is not yet a generally accepted view of how inequality is structured in post-industrial societies, it is according to Esping-Andersen (1993: 7) quite clear that ”the erosion of our traditional class structures is what many scholars associate with the coming post-industrial society”.

A revolution in the participation in higher education: The huge expansion of educational systems and participation in higher education in all our societies, also raises the issue of the implications for the structures of inequality. Did the expansion of participation in higher education result in a levelling out of inequality of opportunities (Shavit/Blossfeld 1993; Erikson/Jonsson 1996), and what are the consequences for social mobility, social classes, and social stratification?

A revolution in the labour force participation of women: The large increase in the labour force participation of women during the last decades is without doubts one of the major changes in the social structure of industrial societies (Noll/Langlois 1994), surely affecting, among other matters, the structure of inequality. To mention only one possible consequence, the socio-economic status and class location of families are becoming less clear and consistent, because of the growing numbers of so-called ”cross class families”.

Considerable changes in the definition of gender roles and respective behaviour: Changes in conceptions of gender roles and behavior, which are only partly related to the women’s movement, have marked our societies in recent decades and establish another challenge to the traditional view of the inequality structure. Along with these changes, gender inequalities - sometimes cross-cutting class inequalities - have emerged as a new dimension of inequality and received more and more public attention.

A continuing if not even growing saliency of race, ethnicity and nationality: In recent years race, ethnicity and nationality have had continuing or even growing salience. Largely neglected by the class paradigm (Pakulsky/Waters 1996: 40f.), these social forces are likely to structurate social inequality to a considerable degree in the future and obviously are in part doing so already. Particular groups of immigrants and ethnic minorities are sometimes the ”real” underclasses of our contemporary societies.

The increasing importance of the cultural dimension of consumption, lifestyle and taste: According to some observers the mode of production is becoming less and less significant in contemporary societies while the mode of consumption is becoming more and more significant. Some of the most important recent social changes are related to the fields of consumption, lifestyle and taste. Because widespread affluence allows for a wide range of personal choices, lifestyles seem to increasingly differentiate social groups, more so than economic classes.

There is ample speculation then, that all these trends - although in different ways, with different degree and perhaps also in different directions - considerably affect the inequality structure. To date, however, we do not know much about their separate impact in detail nor the overall consequences for the structure of inequality. This volume is an attempt to examine and reconsider consequences of some of these changes by comparing five societies. Although this volume covers important aspects of the overall subject it does not present a fully comprehensive analysis of all related topics. The chapters of this volume differ not only in scope and style, but also in theoretical orientation and use of empirical data. In methodological terms, the articles included into this volume are not based on just one single comparative empirical database. Rather, they use empirical evidence from various national and international sources at an aggregate level, such as - first of all - the ”Recent Social Trend” - volumes, but also all other kinds of data as far as they are relevant and significant for the different subjects and available for the societies under study.

The volume is divided into two main sections. The first section contains five articles dealing with the development and current ”state of the art” in research on social classes and stratification within the societies included into the following comparative studies: France (Y. Lemel), Germany (H.-H. Noll), Quebec (S. Langlois), Spain (S. del Campo, R. Feito) and the United States (P. Kingston). By reviewing the national research traditions and describing the specific approaches and views followed in all those societies, these articles present a conceptual background for the following substantial empirical analyses. In addition this first section also includes an article by T. Caplow discussing "Some Problems in the Comparative Charting of Trends in Social Stratification”.

The second section consists of altogether six chapters presenting the results of substantial comparative studies on different dimension of the general topic of this volume.

Inequality of Income and Wealth: The article by W. Glatzer and R. Hauser studies the distribution of income and wealth as the most important resources to get access to those aspect of welfare and life chances which are provided through the market. Thus income and wealth still define the basic key dimensions and most visible manifestations of inequality. Starting from a look at the level, distribution and redistribution of GDP in the societies under study, the article deals with the inequality of individual earnings and wages as well as disposable household incomes. Special sections are addressed to poverty and the inequality of wealth as well as to the people's subjective assessments of the income distribution. The article demonstrates, that on the one hand distributions across the societies under study are surprisingly similar, but on the other hand each country has developed a specific pattern of income and wealth distribution. Whereas the United States turns out as the one case of a society with relatively high inequality of income, Germany represents within this sample of countries the other case of society with a rather low level of inequality. The authors conclude, that the long term hope for more income inequality is challenged in all the countries. Reduced efforts of respective redistributive policies obviously result in an increasing inequality of income and wealth at least in some countries.

Educational Inequalities: Based on a clarification of different notions of educational inequalities, the article by Louis Chauvel examines absolute and relative inequalities from a comparative point of view using a chort analysis approach. The article also looks at differences in educational opportunities in terms of gender, social origin and race and discusses the consequences of educational inequalities for further life chances. The author demonstrates, that compared to Europe educational systems in North American societies are characterized by higher degrees of absolute as well as relative educational equality. Whereas gender related educational inequalities are generally small and declining across time, relative educational inequalities in terms of class differences turned out to remain rather unchanged.

Status Crystallization: The article by M. Forsé and Y. Lemel studies changes in correlation between three dimensions and indicators of individual socio-economic status: education, occupational position and wage. The degree of status crystallization and status inconsistency as well as the stability of the underlying structure is studied for France, Germany and the United States. Although there are some differences in the country specific patterns, correlation levels are quite similar. The structure of associations between the three status dimensions has not changed since the early eighties.

International Migration and Social Inequality: The Article by H. Bahr, M. Bös, G. Caldwell and L. Alipranti focuses on migration across national borders as an expression of international inequality. Although migration is considered to be a mechanism that connects international inequalities to inequality within each society it departs from the assumption that the inequalities of admission and membership are more fundamental than the internal between-group differentials in education, occupational status, or income: ”..it makes little sense to worry about neighbourhood status or dwelling size when one is outside the city walls, unable to enter. Nor should we be concerned about priorities in the positioning of our deck chairs until we have achieved places in the boat” (pp). Accordingly this article studies differences in size and scale of migratory flows, it compares national trends in immigration as well as aspects of national ”migration systems”. It also examines processes of national closure as revealed in differences in citizenship law, naturalization requirements, and immigration policy. Among the manifold results is the observation of a convergence in increasing heterogeneity of people and inequalities going together with an increasing legitimacy of diversity within societies. Also the finding of a decreasing importance of citizenship as a determinant of access to social benefits has important implications in terms of inequality structures.

Gender Inequality: Gender inequality is certainly a dimension of inequality with growing attention: important to­pic of political discussion. Article by D. Lemieux and M. Möhle considers gender inequality as the unequal access by women relative to men to material resources, status, power and privileges. The empirical analysis across the five societies compared focuses on aspects of inequality on the labour market with some references to differences in education and in political participation and representation of women.

The Structuring effect of Social Class: The last article in this section by P. Kingston, S. Langlois, Y. Lemel and H.-H. Noll focuses on the topic of ”class structuration”. Following Giddens (1973: 20) suggestion of ”rather than speaking of the ‘existence’ or ‘non-existence’ of classes, we should speak of types and levels of what I shall call class structuration”, this chapter examines to which degree classes are still operating as structuring forces of social inequality in two European and two North American societies. Six dimensions of class structuration are investigated: patterns of social mobility and interaction, cultural orientations, class sentiment, political action, consumption and quality of life. Even if there is evidence of a process of class destructuration in some of the countries under study, this does not point to the end of ideology, conflict or inequality, since other social cleavages come to the fore.

Conclusion: A conclusive chapter summarizes the main results and consequences for the conceptualization of social inequality. Is there a new structure of inequality emerging, and what are the differences between the societies compared?

 


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Contents



1          See for France (Forsé, Lemel, Mendras, Stoclet and Déchaux 1993), for Germany (Glatzer, Hondrich, Noll, Stier and Wörndl 1992) for Quebec (Langlois, Baillargeon, Caldwell, Fréchet, Gauthier and Simard 1992), for the United Stated States (Caplow, Bahr, Modell and Chadwick 1991).

2          In addition to the above mentioned trend reports two others for Russia (Boutenko, Razlogov 1997) and Italy (Martinelli, Chiesi, Stefanizzi 1999) have been published meanwhile.

3          See for details the national reports on ”Recent Social Trends...” already mentioned as well as the summary views by Caplow/Mendras (1994) and Lemel/Modell (1994).

4          Some of the former socialist societies, which up to the end of the eighties also faced at least modest progress in their level of living, went through a severe decline in their material standard of living as a consequence of political and economic transformation.