Thematic Field: Inequalities and poverty
WorkgroupPoverty and social policies
[+ View productions and content]Department of Social Sciences
National University of Quilmes
Argentina
Institute for Social Research
Humanities Coordination
National Autonomous University of Mexico
Mexico
Institute of Political Science
Faculty of Social Sciences
University of the Republic
Uruguay
The Working Group on “Poverty and Social Policies” was established as a collective that studies and critically debates the conditions of poverty, inequality, and social exclusion, as well as the prevailing regressive distribution patterns in Latin America. Currently, the Working Group comprises 19 members of diverse nationalities, seeking to represent the socioeconomic and political heterogeneity of the Americas (Argentina, Brazil, Canada, Chile, Costa Rica, Guatemala, Mexico, and Uruguay). It aims to integrate four new young researchers from priority countries (Bolivia (1), Cuba (1), and El Salvador (2)). Regarding its connection with other Latin American nations, particularly those in the Andes, this Group plans to establish regular contact with other groups addressing related topics, such as the one on “Welfare Schemes in the 21st Century” and the one on “Urban Inequalities,” which have been created and coordinated by researchers from those countries (Ecuador and Peru), prioritizing the analysis of their specific realities.
In the last three years (2016-2019) the “Poverty and Social Policies” Group continued with the analysis of the expansion processes of protection policies that characterized the first two decades of the 21st century (Midaglia, Ordóñez and Valencia, 2018), considering the advances in social assistance (Conditional Cash Transfer Programs, Barba, 2016; Cecchini, Simone and Atuesta, 2017; Valencia Lomelí, 2019), labor reforms (Cook and Bazler, 2013) and the review of health systems. Added to this were discussions about the difficulties of making effective strategic public policies for social integration, such as social housing and popular habitat (Ziccardi, 2016; Ziccardi, 2018), promoting a local approach to urban social policies (Ziccardi and Álvarez, 2017) and making effective the recognition of rights for vulnerable and ethnic-racial groups (Puyana, 2019; Ordóñez, 2019).
The issues raised have been addressed taking into account the predominant model of economic development adopted in Latin America (Puyana, 2018) and the class structure that has emerged in the region, after phases of economic growth and contraction (Álvarez Leguizamón, et al., 2016).
From 2013 onwards, a certain economic downturn began to be observed, mainly due to the drop in commodity prices (Grijalva, 2014). The process of slowing growth transformed into an economic recession and was accompanied, in South America, by political changes, in which left-leaning or progressive forces that governed those countries—the so-called Left Turn (Arditi, 2009)—were replaced by political parties or coalitions with neoliberal government programs, labeled as right-wing.
It is worth noting that during this period the favorable social effects of the previous fifteen years were still in effect, particularly regarding the regional downward trend in levels of economic inequality (Gini index, ECLAC, 2017:44). The explanation for this trend went beyond the impacts generated by economic expansion itself, highlighting the pro-distribution role played by the social policy package. The main political factors influencing the adoption of these social policies include: democratic competition and the mobilization of popular sectors (Garay, 2016); Left-wing governments, and in particular the type of left in power, improving labor rights (Levitsky and Roberts, 2011), and other elements were added, contemplated in the well-known “power resources theory” (Korpi, 2006), focused on the fact that the mobilization of collective actors (unions) and the articulation with progressive political forces promote the expansion of welfare demands (Carneiro, 2017).
In this context of political and economic change, the GT sought to include new dimensions of analysis that would allow it to evaluate the accumulations in regional well-being, its critical issues, the permanence of the progress achieved, with a view to identifying the most relevant causes that were once again leading to cuts in social protection in these latitudes (Midaglia, Ordoñez and Valencia, 2018).
In light of the political and academic debate outlined above, some of the assumptions discussed in the Working Group suggested that the current phase of economic slowdown would lead to distributive adjustments that would not dismantle the overall social protection system, since democratic dynamics and citizens' expectations of well-being would limit the possibility of implementing radical social cuts (Filgueira, 2013). It was acknowledged that the arrival of liberal parties to power would promote more restrictive social policy systems, but the need for citizen votes, assuming a robust regional democratic system with institutional checks and balances, would lead to selective reductions in public interventions (Garay, 2016).
During this critical phase, the Working Group held a series of academic events and exchanges to publicize its discussions, which led to the following meetings: the organization of three panels at the CLACSO Assembly, Buenos Aires, 2018; an International Seminar, “The Future of Social Policy in Latin America,” FLACSO, Havana, 2017; a panel at the Congress of Sociology (ALAS), “Sociology in Times of Change,” Montevideo, 2017; participation of its members in LASA 2018; the Seminar on New (and Old) Structures of Social Policies in Latin America, UdelaR, Montevideo, 2016; and the UdeG, CROP, COLEF Seminar, 2018. During this period, the group publication, entitled: Social Policies in Latin America at the Beginning of the 21st Century, was finalized. Innovations, Inertia and Setbacks, Ed. Colegio de la Frontera Norte and CLACSO, 2018 and the book Latina A. Cinadamore, A. Ivo, C. Midaglia and A. Barrantes (editors). Siglo XXI, Mexico op. cit. In addition to this, a large number of publications by each of the members of the group who published in those years were detailed in this Report.
- Álvarez, Sonia; Benza and Pineda, (2016). “Social Classes and Social Structure, in
Álvarez, Arias and Terra (coord.), Studies on the social structure in contemporary Argentina, CABA, CODESOC - PISAC-, CLACSO, Argentina.
- Arditi, Benjamin, (2009). “The turn to the left in Latin America: a post-liberal policy?” Revista Ciências Sociais Unisinos 45(3) Brazil, 232-246.
- Barba, Carlos, (2016). “Monetary Transfers in Latin America: Three Waves and a Typology”. Paper presented at Welfare States, Labour Rights and Basic Income in Latin America. Workshop CROP (ISSC/UiB) and the Catholic University of Salvador, Brazil.
- Carneiro, Fabricio (2017). Breaking down reforms: unions and labor reforms in moderate left-wing movements. Master's thesis, Torcuato Di Tella University. Argentina.
Cecchini, Simone and Atuesta, (2017): Conditional cash transfer programs in Latin America and the Caribbean. Coverage and investment trends. Social Policy Series No. 224. Santiago, Chile: ECLAC.
- ECLAC (2017): Social Panorama of Latin America, 2017. Santiago, Chile: Economic Commission for Latin America (ECLAC).
- Cook, Maria and Bazler Joseph, (2013). Bringing Unions Back In: Labor and Left Governments in Latin America. Working Papers 4. Cornell University ILR School
- Filgueira, Fernando, (2013): “Welfare Regimes in the Decline of Conservative Modernization: Possibilities and Limits of Social Citizenship in Latin America”. Uruguayan Journal of Political Science - Vol. 22 No. 2.
- Garay Candelaria, (2016). Social Policy Expansion in Latin America. Cambridge University Press
- Grijalva, Diego, (2014). The End of the Commodity Supercycle and Its Impact on Latin America. Ed. Instituto de Economía de la USFQ, No. 48, Year 7. Koyuntura. http://www.usfq.edu.ec/publicaciones/koyuntura/Documents/koyuntura_2014-48.pdf
- Korpi, Walter, (2006). “Power resources and employer-centered approaches in explanations of welfare states and varieties of capitalism: Protagonists, consenters, and antagonists.” World Politics 58 (2): 167-206.
- Midaglia Carmen, Ordoñez Gerardo and Valencia Enrique, (2018). “Economic Transformations and Social Reforms in Latin America (Introduction)”, in Social Policies in Latin America at the Beginning of the 21st Century. Innovations, Inertia and Setbacks, edited by Midaglia, Ordoñez and Valencia. Ed. El Colef and CLACSO. Mexico-Tijuana-Argentina-Buenos Aires
- Ordóñez, Gerardo, (2019). “Discrimination, poverty and vulnerability: the intricacies of social inequality in Mexico”, in Revista Región y Sociedad, Year XXX, No. 71, 1-30.
- Puyana, A. (2018). “Neo-extractivism in the Latin American economy. Effects
"On inequality and growth" in Social Policies in Latin America at the beginning of the 21st century. Innovations, Inertia and Setbacks, edited by Midaglia, Ordoñez and Valencia. Published by El Colef and CLACSO. Mexico-Tijuana-Argentina-Buenos Aires
- Puyana, A. (2019). Elements of structural discrimination and labor inequality gaps towards Mexican indigenous peoples, in co-authorship with Dr. Jorge Horbath. CONAPRED-ECLAC, Mexico (in press).
- Valencia, E. (2019). “Heterogeneity of Support Coalitions for Conditional Cash Transfer Programs in Welfare, Rights, and Basic Income States in Latin America.” A. Cinadamore, A. Ivo, C. Midaglia, and A. Barrantes (editors). Siglo XXI, Mexico (in press)
- Ziccardi, Alicia, (2016); “Social question and the right to the city”, in Fernando Carrión, The right to the city in Latin America, a political view, CLACSO, PUEC, UNAM, Mexico.
In accordance with the considerations made in point 2, and taking into account that the central theme of GT is economic and social policy options, these become a key element in modifying the situations of poverty and social exclusion that affect the majority of working families in Latin America (Midaglia and Antía, 2017). Therefore, the current context of political changes and shifts in regional and international growth patterns become factors with a significant impact on the reformulation of welfare and poverty reduction policies in this continent (Barba, et al., 2019).
The analytical perspectives and hypotheses that were handled since 2016 did not foresee a dismantling of the protection matrix, which tended to expand, although differentially, in Latin American nations in the 21st century, even qualifying this expansion as an alternative regional route towards the universalization of public social provision (Martínez and Sánchez, 2016).
It was projected for the present, as indeed happened, that the more liberal political forces would win governments with strong support from the middle and upper socioeconomic sectors. However, no serious revisions were expected in strategic social policies, such as labor and assistance policies, which have the capacity to curb or at least moderate situations of social vulnerability (Fidel, Di Tomaso and Farías, 2018; Golbert, 2018).
In this context, the case of Brazil became emblematic given its significant economic and political influence in Latin America. In that country, severe cuts in public spending and a labor reform were implemented that entailed significant limitations on workers' collective and individual rights (Ivo, 2018). It should be noted that these reformulations toward restrictive public policies were carried out within a weakened democratic system, marked by accusations of political corruption and the removal of the president through impeachment proceedings, thus altering the orientation and balance of political forces that had emerged from the national elections (Traversa and Carneiro, 2017).
There is no doubt that the pro-distribution coalition that dominated the first decade of the 21st century is seriously weakened, but at the same time, the stability of the socioeconomic and political foundations of the region's new governments is not evident. The current political situation, as described and exemplified by the Brazilian case, which can be extended to other nations, demonstrates that the assumption underlying the hypothesis about the future of regional well-being—that democracy functioned under adequate accountability parameters that allowed it to consolidate—does not appear to hold true.
In this sociopolitical and economic context of Latin America, future studies are obligated to consider in detail, for each country in the region, the patterns of cuts to various social benefits, the current structure of key social actors such as labor unions, paying attention to their degree of internal fragmentation, their strategies for defending the benefits they have gained, and the alliances they have established with the new governments and economic elites. The presence of other intermediaries involved in the design and management of social policies must also be analyzed, such as civil associations and social organizations that operate in processes of outsourcing social services (e.g., daycare centers, schools) or in social programs for neighborhood or housing improvement (Ziccardi, 2018).
Thus, the Working Group, in this phase of regional juncture, aimed to combine its thematic tradition, supported by its studies and discussions published in journals, with innovations in political and academic topics and issues, broadening the explanations of the changes taking place in Latin America. It is important to note that the direction of these changes in the realm of social policies and political economy is not linear, as exemplified by the Mexican case. It is precisely in the Mexican case that the analysis of the local context becomes relevant, since, in order to confront the conditions of poverty and social exclusion amplified by the adoption of neoliberal economic policies imposed by the federal government, Mexico City designed and implemented innovative urban social policies. In addition, in 2017 the first local Constitution was approved, whose central axis is a Charter of Rights that recognizes and guarantees a wide range of rights, and includes fourth generation rights such as the right to the city, seeking to create a new institutional framework that allows for the improvement of the living conditions of the entire citizenry (Álvarez and Ziccardi, 2017; Ziccardi, 2018).
Based on the arguments outlined above, this Group intends to reaffirm and renew its thematic areas of inquiry and debate over the next three years. The main lines of work are listed below:
1.- Democracy, government orientation and regional protection: the role of right-wing, left-wing and progressive politics in Latin America.
2.- Changes, stability and setbacks in coalitions supporting the distribution of welfare and governance models at the regional, national and local levels.
3.- Movements, collective actors and action strategies in favor of distribution.
4. Reformulations in the main sectoral social policies (health, labor, housing, care), the orientation of emerging social protection schemes, and new forms of citizen inclusion in public decisions linked to social policies and programs.
5.- Poverty and Social Integration: the review of the components of social assistance towards vulnerable populations.
6. Socio-economic and territorial inequalities, new rights, pending rights and their conversion into social protection strategies (gender, generations, ethnic-racial situations).
7.- Urban poverty, residential segregation and new social policies at the national and local levels.
- Fidel Carlos, Di Tomaso Raúl and Farías Cristina, (2018).“Paradigms and opposing social policies in recent Argentina” in Latin America at the beginning of the 21st century. Innovations, Inertias and Setbacks, in Midaglia, Ordoñez and Valencia (coord.), op. cit.
- Golbert, Laura, (2018). Inequality as a political and institutional problem in Argentina” in Social Policies in Latin America at the beginning of the 21st century. Innovations, Inertia and Setbacks, in Midaglia, Ordoñez and Valencia (coord.), op. cit.
- Ivo Anete, (2018), “The way back in Brazil: the new agenda of adjustment against social democracy” in Social Policies in Latin America at the beginning of the 21st century. Innovations, Inertias and Setbacks, in Midaglia, Ordoñez and Valencia (coord.), op. cit.
- Levitsky, Steven, and Kenneth M. Roberts, (2011). The Resurgence of the Latin American Left. Johns Hopkins University Press
- Martínez Franzoni, Juliana and Sánchez Ancochea, Diego (2016): The Quest for Universal Social Policy in the South. Actors, Ideas and Architectures. Cambridge: Cambridge University Press.
- Midaglia, Carmen and Antía, Florencia, (2017). Welfare and Social Protection in Latin America. Conceptual and Methodological Approaches for MERCOSUR. MERCOSUR Social Institute. Paraguay
- Traversa, Federico and Carneiro Fabricio 2017 “Presidentialism, political trial and deterioration of the democratic bond in Latin America”. Religación. Journal of Social Sciences and Humanities, Vol II • Num. 7 , Quito, pp. 48-62.
- Ziccardi, Alicia, (2018a) New urban question? New social pact to govern the city? in Social Policies in Latin America at the beginning of the 21st century. Innovations, Inertia and Setbacks, in Midaglia, Ordoñez and Valencia (coord.), op. cit.
- Ziccardi, Alicia (2018b) “Mexico City: two city models and a conflictive local governance”, in Revista de Investigación Crítica, nº 8, January – June CLACSO, Buenos Aires, pp 15-36.
(Articulation actions for relevant and rigorous comparative social research)
Cuba and Canada will be particular case studies that will allow us to enrich the conceptual analysis.
2. Strengthen interaction
tion with other CLACSO Working Groups linked to the topic
There are already academic working links with the "Urban Inequality" Group.
3. Consolidate a line of studies in the GT on socio-political coalitions, Governments; Political Parties, Classic collective actors and Social Movements.
4. Promote the implementation of the project "Social policies. Constitutional rights and institutional architecture" in other countries, identifying the particularities of federal and unitary political systems.
5.- Promote a line of research on inequality and exclusion from a territorial perspective: urban-rural, ethnic-racial; gender; age; different abilities.
2.- International Seminar "Welfare Schemes in the 21st Century", to be held in Canada.
3.- International Seminar "Social Policies of Latin America. Constitutional Rights and Institutional Architecture" IIs, PUED, UNAM, ECLAC.
4.- Organize Two Panels at LASA- Guadalajara 2020.
5.- Organize panels at other LASA Congresses, ALAS, Spanish Social Policy Network, among others).
2.- Publish three peer-reviewed collective books or Dossiers or issues of indexed Journals, in particular from CLACSO and the academic institutions to which the members of the GT belong (RMS, Revista de CS, Plural, Descatos, RIIC; Frontera Norte, and others).
2.- To promote greater social visibility for our group work.
3.- To influence the design, monitoring and evaluation processes of social policies at different levels of government (national, state, municipal).
(Actions for training, visibility and communication of production)
2. Maintain the pace of peer-reviewed collective publications of the GT.
3. To encourage the publication of GT members that acknowledges their membership in the Group,
4. Strengthen the impetus for training researchers
young people within the framework of the calls
CLACSO.
5. Maintain the training of Latin American researchers within the framework of the Project
CLACSO-CONACYT
(Mexico)
2. Establish editorial guidelines
3. Establish a publication-identification agreement for the GT
4. Continue managing the CLACSO-CONACYT Program from Mexico.
2. Define an editorial project for the period 2020-2022.
3. Disseminate the research work of members incorporated from 2020 onwards
5. Ensure the enrollment of a student in a Mexican postgraduate program within the framework of the CLACSO CONACYT Project.
(Relationships with science and technology organizations, non-governmental organizations, trade unions, social movements, etc.)
ECLAC, UNDP, ILO, UNESCO, Eurosocial, the European Commission, Legislative Bodies, Science Councils, CSOs, etc.
2. Promote public bodies for the evaluation of social policies in territories and regions with high rates of poverty and social inequality
2. Conduct national or regional forums (virtual or in person) for the period 2020-2022 on the design and evaluation of social policies.
2. Prepare two working documents of the GT on the design and evaluation of public policies on internal circulation or within the framework of groups with similar themes within the framework of CLACSO.
(Scientific networks, international cooperation organizations, academic institutions)
Research group on Latin America from Kassel, Germany, etc.)
2. Maintain and strengthen links with academic consortia of universities specializing in public policy training, for example: IBEI Institut Barcelona d'Estudis Internacionals
1.1. To specify regular working and exchange methods, through members of the GT, in research projects with European academic institutions.
2. Thematic update, concentrated courses based on a previously agreed agenda of problems.
1.1. Formulate a joint work project with Latin Americanist institutions.
2. Organize at least one forum for debate and updates on public policies with European specialists for the period 2020-2022, in Latin America (country to be selected)
(Articulation actions for relevant and rigorous comparative social research)
2. Consider the renewed components of regional social assistance and analyze the links with the rest of the established protection system.
3. Systematize social programs from a rights-based perspective (gender, generations, and ethnic-racial) with a comparative approach.
4. Study in detail the methodological problems of public policy analysis.
5. Disseminate the work produced by the GT
2. Prepare presentations on the topics mentioned for various public events
3. Prepare papers on the topics mentioned to present at public events
4. Incorporate members of the GT into methodological analysis groups for public policies within the framework of ALACIP.
5. Define a publication strategy via the publishing houses of the reference universities of the GT members (One thematic issue for the period in university journals)
2. To have publishable works from GT members in peer-reviewed editions.
3. To have publishable works from GT members in peer-reviewed editions.
4. Have at least two members participating in the ALACIP methodology groups.
5. Organize a thematic issue on the GT agenda in peer-reviewed journals to be defined (Possible editions: Uruguayan Journal of Political Science; Espiral; etc.).
(Actions for training, visibility and communication of production)
2. To debate in public spaces issues related to social assistance and policies from a rights-based perspective.
3. Assemble a panel on the different methodologies for analyzing and evaluating public policies.
4. Design postgraduate courses to offer in CLACSO training institutions.
2. Identical to the previous point.
3. As stated in the item corresponding to the previous period.
4. Participation with
a Virtual Seminar on Social Policies
Contemporary Latin American Women in the CLACSO Postgraduate Network.
2. Detailed results in the previous items regarding the presentation of work and publications
3. Organize a specific panel on methodology in public policies at some of the events in which the GT participates.
4. Provide a package of postgraduate courses on social policies.
(Relationships with science and technology organizations, non-governmental organizations, trade unions, social movements, etc.)
2. Formulate exchange opportunities, training in the form of short courses or dialogue tables with collective actors and civil society groups (countries to be selected)
2. Conduct at least two national workshops with civil society actors in two Latin American countries.
2. Exchange opportunities with unions, grassroots organizations and social movements (possible countries: Argentina, Mexico and Uruguay)
(Scientific networks, international cooperation organizations, academic institutions)
(Articulation actions for relevant and rigorous comparative social research)
2. To establish in detail the relationship between democracy, growth and economic redistribution through social policies.
3. To delve deeper into methodological issues and sources of information on public policies in the social area.
2. Organize a panel led by the Working Group at the Assembly that focuses on the theme of democracy and redistribution
3. As stated in the item corresponding to the previous period, regarding the inclusion of members in ALACIP methodology groups
2. To discuss the issue of redistribution in the Assembly.
3.Noted in the previous item
(Actions for training, visibility and communication of production)
2. Maintain (and if necessary adjust) the proposal of postgraduate courses to be offered within the framework of CLACSO, and of the reference Universities of the members of the GT.
2. As stated in the item corresponding to the previous period, relating to the teaching of postgraduate courses.
2. Noted in the previous item
(Relationships with science and technology organizations, non-governmental organizations, trade unions, social movements, etc.)
2. Intensify exchange and training opportunities with collective actors and civil society groups, varying the selected countries.
2. As outlined in the item corresponding to the previous period, varying the reference countries for conducting courses and workshops with collective actors
2. As noted in the previous item, possible countries to carry out the exchange are Brazil, Bolivia and Costa Rica.
(Scientific networks, international cooperation organizations, academic institutions)
Total number of researchers admitted: 25
Economic Research Institute
National Autonomous University of Mexico
Mexico
Institute of Political Science
Faculty of Social Sciences
University of the Republic
Uruguay
Latin American Faculty of Social Sciences, Cuba
Ministry of Higher Education
University of Havana
Cuba
Latin American Faculty of Social Sciences, Mexico
Mexico
Institute for Social Research
Humanities Coordination
National Autonomous University of Mexico
Mexico
ECLAC subregional headquarters in Mexico
Mexico
Faculty of Social Sciences
University of Cienfuegos.
Cuba
Center for Research and Higher Studies in Social Anthropology
Member of the CONACyT Public Research Center System
Mexico
Center for Higher Studies of Mexico and Central America
University of Sciences and Arts of Chiapas
Mexico
University Center for Social Sciences and Humanities
University of Guadalajara
Mexico
Department of Social Sciences
National University of Quilmes
Argentina
Montreal Latin American Studies Network
to Canada
Netherlands Institute for Multiparty Democracy (NIMD)
Guatemala
Department of Social Sciences
National University of Quilmes
Argentina
Faculty of Humanities and Social Sciences, Andrés Bello University
Chile
Latin American Institute of Economy, Society and Politics
-FEDERAL UNIVERSITY OF LATIN-AMERICAN INTEGRATION
Brazil
Postgraduate studies in Development Sciences
University of San Andres
Bolivia
University Program of Development Studies
National Autonomous University of Mexico
Mexico
Northern Border College
Mexico
National Council for Scientific and Technical Research and Interdisciplinary Center for the Study of Public Policies
Argentina
Department of Political Science at Unb
Brazil
University Center for Social Sciences and Humanities
University of Guadalajara
Mexico
Research and Postgraduate Center
Catholic University of Salvador
Brazil
Latin American Faculty of Social Sciences, Argentina
Argentina Program
Argentina
Institute for Social Research
Faculty of Social Sciences
Costa Rica university
Costa Rica
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