Generalized Gini Indices of Equality of Opportunity

This article considers the ranking of profiles of opportunity sets on the basis of their equality. A version of the Pigou–Dalton transfer principle that is appropriate for the measurement of opportunity inequality is introduced and used to axiomatize the class of generalized Gini equality of opportunity orderings. A characterization of the class of generalized Gini social preference orderings for opportunity profiles is also provided.     

Power and inequality in global value chains: Advancing the research agenda

Power is a central, but largely undertheorized, concept for scholars of global value chains (GVCs). In this introduction to a special issue on power and inequality in GVCs, the authors summarize the key insights from the articles gathered here and explain how the collection advances our understanding of the types and forms of power operating in GVCs and their effect on different dimensions of inequality.     

A systemic intervention research agenda for reducing inequality in school outcomes

Persistent education inequality is a complex problem in the United States, and, despite efforts to promote equity, education performance and attainment remain highly related to characteristics of students’ families, schools, and neighborhoods. Systemic interventions are designed to address complex problems through the identification and purposeful incorporation of knowledge from the multiple systems implicated in a problem. Although systemic intervention approaches are not widely reported in education, they have yielded positive effects in health and human services and are worth investigating in the education context. In this paper we review policy and research evidence related to education inequality and provide an agenda for designing and evaluating systemic interventions to reduce education inequality.     

Cognitive and non-cognitive traits and the intergenerational transmission of socioeconomic inequality

This paper studies the roles of cognitive and non-cognitive characteristics in a standard Roemerian Inequality of Opportunity (IOP) model. Using Australian microdata, we model the effects of individuals’ backgrounds and their psychological traits on two adult income variables. We find that measurable psychological traits (intelligence, locus of control, big five personality traits) are slightly more important than background characteristics (such as race, gender, social class at birth) in explaining income disparities. However, the fraction of IOP confounded by psychological factors is small (11%–12%), which suggests that background inequalities do not meaningfully reflect differences in cognitive or non-cognitive ability.     

Improving the Measurement of the Relationship between Opportunities and Income: Evidence from Longitudinal Data from Chile

The relationship between exogenous circumstances faced in early childhood (opportunities) and earnings has been increasingly studied in the past decade. In this article we assess the sensitivity of this relationship to different income measures. Typically the empirical evidence is based on short‐term income measures that suffer from variability and measurement error. Using longitudinal data from Chile, we find that when four‐ and seven‐year earnings are used, the relationship between inequality of opportunity and income inequality is significantly higher than that obtained with yearly measures. Monte Carlo simulations with several data‐generating processes confirm this result. This supports policies targeted to reduce long‐term income inequality via providing equal opportunity to individuals at early stages in life.     

Well-being inequality and reference groups: an agenda for new research

In this paper it is argued that subjective well-being (SWB) of the individual depends on two types of variables. The first type consists of characteristics of the individual himself, such as age, health, income, etc. The second type of variables consists of the characteristics of the individuals belonging to his reference group. The vast literature about happiness, quality of life, and well-being informs us extensively about the effects of objective variables. How the second type affects well-being is much less investigated. It is argued that the concept of well-being inequality cannot be properly defined without taking the referencing process into account. The reference effect depends on how frequently individuals compare with others and on the degree of social transparency in society. We attempt to give a structural embedding of the idea of reference groups in SWB-models. In this paper we employ the reference-extended model for incorporating in happiness studies the concept of inequality in happiness or SWB. Finally, we plead for an extension of the present happiness paradigm by setting up a new additional agenda for empirical research in order to get quantified knowledge about the referencing process. As a first step we suggest a new question module to be included in new survey questionnaires.     

Gender inequality and inter-household economic inequality in emerging economies: exploring the relationship

While most emerging economies have been characterised by persistence/growth of inter-household economic inequality in recent decades, and simultaneous poor performance on gender equality, the intersecting relationship between these two trends so far has not received much attention. This article is an initial attempt look at this relationship, showing how gender inequality has both contributed to, and been affected by, growing economic inequality. It focuses on eight emerging economies – Brazil, Russia, India, China, South Africa, Mexico, Indonesia, and Turkey (dubbed the BRICSAMIT countries). The article analyses Gini coefficient trends and Global Gender Gap Index trends, and draws in addition on insights gained from seven exploratory interviews with Oxfam colleagues and partners working on women's rights in the considered countries. It concludes with a reflection on the possible future policy agenda that would allow one to simultaneously address the issues of gender inequality and economic inequality in the analysed countries.     

Achieving pay equity: Strategic mobilization for substantive equality in Aotearoa New Zealand

In an unprecedented move the New Zealand Government in 2017 announced a $2 billion pay equity settlement for 55,000 healthcare workers in aged and disability residential care and home and community support services. The settlement reversed the Government's previous austerity stance that pay equity for carers was too expensive, and that pay parity in the sector was out of the question. The political concession followed five years of intensive equal pay feminist activism. While pay equity settlements overseas have generally used either legal opportunity structures or government intervention, this article argues it was the combination of complementary and intersecting elements of mobilization that led to the negotiated settlement. These elements include a statutory human rights inquiry; legal opportunity; civil society coalition building; increased women's voice; and a government‐led negotiated settlement. The novel theoretical contribution of this article is its empirical support for the concept of substantive equality.     

Ranking Income Distributions According to Equality of Opportunity

According to the opportunity egalitarian ethics, economic inequalities due to factors beyond the individual responsibility are inequitable and to be compensated by society, whereas inequalities due to personal responsibility are equitable and not to be compensated. In this paper we derive welfare and inequality criteria that respect this principle of justice. We characterize axiomatically classes of opportunity egalitarian social evaluation functions. Then, by requiring unanimous agreement among such classes, we provide simple distributional conditions to rank income distributions. These criteria extend the Lorenz and generalized Lorenz partial orderings, commonly used in the unidimensional case of income distributions, to the current context of equality of opportunity.     

Employees,unions, and technological changes: A research agenda

Technological changes may disrupt labor-management relations. Understanding why some workers resist technological change, while others accept and facilitate it, can be crucial for the survival of many firms. Unfortunately, the industrial relations literature on employees and technological change suffers from a lack of common focus and the absence of a common theoretical framework. This article attempts to redress this problem by distilling the available knowledge into a model which describes the contexts in which employee reaction to techaological change would likely be supportive of the change, and those where it would not.     

Equity and Social Exchange in Dating Couples: Associations With Satisfaction,Commitment, and Stability

A longitudinal study with romantic couples was conducted to examine the importance of equity relative to other social exchange variables (i.e., rewards, investments, and alternatives) in predicting relationship satisfaction, commitment, and stability. Underbenefiting inequity (but not overbenefiting inequity) was associated with a lower level of satisfaction and commitment and a greater likelihood of breakup. However, little evidence was found that equity at one time predicted change in satisfaction and commitment. Slightly more evidence was found for a reverse causal direction: Satisfaction and commitment contributed to a decrease in underbenefiting inequity, although these results were not consistent across time. Women's commitment was the strongest predictor of relationship stability. In addition, women's underbenefiting inequity and alternatives and men's alternatives were associated with breakups in some of the analyses, and women's rewards and satisfaction and men's satisfaction were associated with relationship stability in some of the analyses. Because of the multiple waves and the extended length of the longitudinal study, the findings make a unique contribution to the literature on equity and exchange.     

Race,class, and educational opportunity: Trends in the sociology of education

This essay examines some of the trends in educational, sociological, and social psychological research on inequality of educational opportunity for African Americans in the United States. A review of theoretical approaches and methodological developments is followed by an overview of research and theory in selected substantive areas; social allocation processes in schools (ability grouping, tracking, etc.), the relationship of poverty to academic achievement, and educational attainment. The article concludes with recommendations for future research.     

Informatization, voter turnout and income inequality

In recent years, voter turnout has been decreasing in most industrial countries, and about 40% of all electors abstain from voting. This may affect income inequality and the GDP growth rate through a redistribution policy determined by majority voting. In this paper, we explore the reasons for this continuing decrease in voter turnout and assess its social costs. We conclude that informatization lowers voter turnout by generating an information overload, and that a decrease in voter turnout lowers GDP growth by limiting income redistribution.      

Untangling the tolerance of socioeconomic inequality: Comparing Japan,the United States,South Korea,and the People's Republic of China

The last three decades have witnessed major institutional and structural transformations across both economically developed and developing countries. While many individuals and groups have benefited from these changes, they have simultaneously resulted in growing disparities between the haves and have-nots. The growing socioeconomic inequalities, however, have not been met with significant resistance and it has been even observed that people have become more tolerant of inequalities. This article explores the motivations behind tolerating socioeconomic inequality, and investigates how the tolerance of socioeconomic inequality has changed over the past 25 years, while also comparing it across very distinctive political and socioeconomic regimes. This study overcomes a gap in research by employing longitudinal, cross-sectional survey data to analyze temporal change in attitudes towards inequality. Fixed effects models are applied on five waves of World Values Survey data (1994–2020) on four distinctly different post-industrial countries: Japan, the People's Republic of China, South Korea, and the United States. The paper argues that, on an individual level, there is a tendency to accept inequality normalizing narratives and defend one's own self-interest, derived from one's structural position. This accounts for a considerable part of the variation in tolerance for socioeconomic inequality across these nations. The article concludes that trends in tolerating socioeconomic inequality have over time become more similar across these four countries with distinctly different political–economic regimes.     

Corporate support mechanisms for families: An exploratory study and agenda for research and evaluation

Based on telephone interviews with representatives from 16 corporations in the Baltimore-Washington area, this article explores the awareness of corporate officers of the linkages between work and family systems, their perceived responsibility for implementing policies and services that lend support to the family circumstances of employees, and the types of actions they had initiated in their corporations to help employees better balance work and family demands. Study results demonstrate limited awareness among corporate officers toward the work and family interface, employer uncertainty about corporate responsibilities for the family situation and demands of employees, and limited corporate development of family-oriented policies and services. These results are discussed in the context of recent federal initiatives to encourage greater corporate response to the family circumstances of employees. Implications are suggested for further research and evaluation.     

Conspiracy theories and social movements studies: A research agenda

It is surprising to note the scarcity of contributions in social movement literature related to so-called conspiracy theories. A considerable amount of the work on these topics has been produced in political science, history, media studies, social psychology and other disciplines. These accounts have often adopted a stigmatizing approach, looking at conspiracy theories as forms of pathologies (whether psychological, social or political). Moving from such a perspective to a constructivist one, I argue that conspiracy theories should represent an object of interest for social movement scholars: conspiracies supporters go into the streets to highlight their issues, protest against authority, propose alternative lifestyles and often claim to look for a better/different society. Applying the social movements toolkit can allow to better understand this phenomenon and apply critical perspectives in a more effective manner. On the basis of this premise, the first part of this article reviews the existing literature on conspiracy theories, also identifying the main lacunae; the second part outlines some possible research questions and lines of inquiry, moving beyond the classical theories in the field of social movement studies. The paper also introduces a number of new concepts, such as conspiracy mobilizations and conspiracy coalitions.     

Social capital and the reproduction of economic inequality in polarized societies

This paper explores the idea that the distribution of wealth across social groups fundamentally affects the evolution of economic inequality. By providing microfoundations suitable for this exploration, this paper hopes to enhance our understanding of when social forces contribute to the reproduction of economic inequality. In tackling this issue, this paper offers contributions in two domains. First, it models social capital as a real capital asset with direct use and collateral values. Second, it extends the concepts of identity, alienation and polarization originally advanced by Esteban and Ray (Esteban, J.M. and Ray, D.: On the measurement of polarization, Econometrica 62(4) (1994), 819–851). This generalization permits us to consider the multiple characteristics that shape social identity, inclusion and exclusion. It also underwrites a higher-order measure of socio-economic polarization that permits us to explore the hypothesis that economic inequality is most pernicious and persistent when it is socially embedded. Holding constant the initial levels of economic polarization and wealth inequality, we show that higher socio-economic polarization increases subsequent income and wealth inequality. Far from being a distributionally neutral panacea for missing markets, social capital in this model may itself generate exclusion and deepen existing economic cleavages.