The Momentum of Real Population Under Linear Fertility Transition

Population momentum is the ratio of a population's ultimate size after a demographic transition to its initial size before the transition. For stable population and instantaneous drop to replacement fertility, Keyfitz found a simple formula for the momentum. Although Keyfitz's formula has been extended to cover gradual demographic transitions, the stable initial population, however, is still an obstacle to approaching reality. Using the solution of the Lotka equation with time-varying vital rates and extending it to negative values of time, exact and accurate formulae for the momentum of any initial population that undergoes a linear fertility transition are expressed. Examples using the data from the United Nations indicate that the accurate formula works well for the age structures that are far from stable such as the more and less developed regions, as well as that close to stable such as the least developed region.     

Explaining fertility transitions

In this essay. I suggest that the crisis in our understanding of fertility transitions is more apparent than real. Although most existing theories of fertility transition have been partially or wholly discredited, this reflects a tendency to assume that all fertility transitions share one or two causes, to ignore mortality decline as a precondition for fertility decline, to assume that pretransitional fertility is wholly governed by social constraints rather than by individual decision-making. and to test ideas on a decadal time scale. I end the essay by suggesting a perceptual. interactive approach to explaining fertility transitions that is closely allied to existing theories but focuses on conditions that lead couples to switch from postnatal to prenatal controls on family size.     

Modeling momentum in gradual demographic

The analysis of population momentum following a gradual decline in fertility to replacement level provides valuable insights into prospects for future population growth. Here, we extend recent work in the area by applying a new form of the quadratic hyperstable (QH) model, which relates exponentially changing fertility to the resultant exponentiated quadratic birth sequence. Modeling gradual transitions from an initial stable population to an ultimate stationary population indicates that such declines in fertility increase momentum by a product of two factors. The first factor is a previously noted continuation of stable growth for half the period of decline. The second is a not previously appreciated offsetting factor that reflects the interaction between the decline in fertility, the changing age pattern of fertility, and the changing age composition of the population. Numerical examples using both hypothetical and actual populations demonstrate that for declines of any length, the product of the two factors yields momentum values that closely agree with the results of population projections. The QH model can examine monotonic transitions between any two sets of constant vital rates. As a generalization of the fixed-rate stable model, it has great potential value in numerous areas of demographic analysis.     

Population pressure and fertility in pre-transition Thailand

Before the demographic transition in Thailand, fertility was high, but not uniformly so. As in other pre-transition settings, Thai fertility responded to pressures and opportunities created by socioeconomic structure and land availability. Drawing upon provincial data from the 1947 and 1960 censuses of Thailand, we find a strong 'frontier effect' on Thai fertility in the 1950s. Fertility was higher in sparsely settled frontier provinces and lower in provinces with higher population density relative to cultivatable land. This finding is robust and holds up with controls for agricultural employment, land quality, and the sex ratio (an indicator of sex-selective migration). The effect of population pressure lowers the likelihood of marriage and of marital fertility. The findings from Thailand are consistent with the research of Easterlin on the nineteenth century United States and with other pre-transition societies. We suggest how demographic transition theory might be broadened to include fertility dynamics in pre-transition societies.     

Population momentum for gradual demographic transitions

Population momentum is the ratio of a population's ultimate size after a demographic transition to its initial size before the transition. For an instantaneous drop to replacement fertility, Nathan Keyfitz found a simple expression M K for the momentum. However, as Keyfitz pointed out, `no one thinks that any country will drop immediately to stationary reproduction patterns'. We present results concerning the momentum of a population whose demographic transition is completed within a finite time. First, we provide an exact analytical formula for such a population's momentum. Second, for rapid fertility transitions, we obtain a simple exact expression for momentum that reduces to Keyfitz's M K if the transition is instantaneous. We show, by example, that our simpler formulae are accurate approximations to population momentum for transitions that take as long as 100 years. Finally, we show that the speed of fertility decline makes a substantial difference to population momentum.     

Completing the fertility transition in the developing world: The role of educational differences and fertility preferences

This study summarizes patterns of educational differentials in wanted and unwanted fertility at different stages of the fertility transition. The data are from Demographic and Health Surveys in 57 less developed countries. As the transition proceeds, educational differentials in wanted fertility tend to decline and differentials in unwanted fertility tend to rise. An assessment of fertility patterns in developed and less developed countries with low fertility concludes that these differentials are likely to remain substantial when less developed countries reach the end of their transitions. This conclusion implies that the educational composition of the population remains a key predictor of overall fertility in late transitional countries and that low levels of schooling can be a cause of stalling fertility.     

Completing the fertility transition in the developing world: The role of educational differences and fertility preferences

This study summarizes patterns of educational differentials in wanted and unwanted fertility at different stages of the fertility transition. The data are from Demographic and Health Surveys in 57 less developed countries. As the transition proceeds, educational differentials in wanted fertility tend to decline and differentials in unwanted fertility tend to rise. An assessment of fertility patterns in developed and less developed countries with low fertility concludes that these differentials are likely to remain substantial when less developed countries reach the end of their transitions. This conclusion implies that the educational composition of the population remains a key predictor of overall fertility in late transitional countries and that low levels of schooling can be a cause of stalling fertility.     

What do we know about the timing of fertility transitions in europe?

The Princeton project on the decline of fertility in Europe (the European Fertility Project) suggested that this historical fertility transition occurred virtually simultaneously in a wide variety of economic and social environments. This finding has been cited widely as evidence for an innovation/diffusion view of fertility transitions. We demonstrate that the demographic methods used to date the fertility transition in Europe—primarily I_g, and (to a lesser extent) the Coale-Trussell M&m indices—may fail to detect the initial stages of a fertility transition and therefore cannot be used as the basis for strong statements about the timing of transitions. We review these measurement problems and their implications for the current understanding of the European fertility transition.     

Mapping the Timing,Pace, and Scale of the Fertility Transition in Brazil

Between 1960 and 2000, fertility fell sharply in Brazil, but this transition was unevenly distributed in space and time. Using Bayesian spatial statistical methods and microdata from five censuses, we develop and apply a procedure for fitting logistic curves to the fertility transitions in more than 500 small regions of Brazil over this 40‐year period. Doing so enables us to map the main features of the Brazilian fertility transition in considerable detail. We detect early declines in some regions of the country and document large differences between early and late transitions in regard to both the initial level of fertility and the speed of the transition. We also use our results to test hypotheses regarding changes in the level of development at the onset of the fertility transition and identify a temporary stall in the Brazilian transition that occurred in the late 1990s. A web site with project details is at http://schmert.net/BayesLogistic .     

Options for Fertility Policy Transition in China

This article compares five currently debated scenarios for fertility policy transition in China, in terms of their implications for future population growth and population aging, the proportions of elderly living alone, labor force trends, pension deficits, economic costs, the marriage squeeze, and other socioeconomic outcomes. Based on these comparative analyses, the author concludes that China needs to begin a gradual modification of its fertility policy as soon as possible. He proposes a three‐stage “soft‐landing” strategy for fertility policy transition: (1) a 7‐year initial smooth transition period; (2) from approximately 2014‐15 to 2032‐35 a universal two‐child policy combined with late childbearing in both rural and urban areas; (3) after 2032‐35 all Chinese citizens would be free to choose family size and fertility timing. This strategy will enable China to have much more favorable demographic conditions and socioeconomic outcomes, as compared to keeping the current policy unchanged.     

Socio-economic status and fertility decline: Insights from historical transitions in Europe and North America

The timings of historical fertility transitions in different regions are well understood by demographers, but much less is known regarding their specific features and causes. In the study reported in this paper, we used longitudinal micro-level data for five local populations in Europe and North America to analyse the relationship between socio-economic status and fertility during the fertility transition. Using comparable analytical models and class schemes for each population, we examined the changing socio-economic differences in marital fertility and related these to common theories on fertility behaviour. Our results do not provide support for the hypothesis of universally high fertility among the upper classes in pre-transitional society, but do support the idea that the upper classes acted as forerunners by reducing their fertility before other groups. Farmers and unskilled workers were the latest to start limiting their fertility. Apart from these similarities, patterns of class differences in fertility varied significantly between populations.     

Family Benefits and Fertility: An Econometric Analysis

A population's growth potential is significantly underestimated by conventional calculations of population momentum which assume an immediate drop to replacement level fertility. Here we assume that the growth rate of births linearly declines to zero over a specified time interval, and find simple and intuitively meaningful expressions for the size of the ultimate birth cohort and the resultant population momentum. In particular, we find that the increase in the number of births over the transition is equal to growth at the initial rate for half the time needed to attain a constant birth level. Thus our formula readily calculates the growth potential of a population under a gradual approach to stationarity without the need for a numerical projection. Calculations for actual and hypothetical populations are presented to show the demographic impact of such gradual approaches to zero growth.     

The Role of Migration in the Urban Transition: A Demonstration From Albania

Although natural increase has been recognized as the main driver of postwar urban growth in developing countries, urban transition theory predicts a dominant role for population mobility in the early and late phases of the process. To account for this discrepancy between theory and empirical evidence, I demonstrate the complex role played by internal and international migration in the pattern of urban growth. Using a combination of indirect demographic estimations for postwar Albania, I show that the dominant contribution of natural increase from the 1960s to the 1990s was induced by a limited urban in-migration; this was due to the restrictions on leaving the countryside imposed under communist rule and, thereafter, to the redirection abroad of rural out-migrants. Although young adults in cities also engaged in international movements and significantly reduced their fertility, the indirect effects of rural-to-urban migration attenuated the fall in urban birth rates and postponed demographic aging. In-migrants swelled urban cohorts of reproductive age and delayed the urban fertility transition. Despite a high level of urban natural increase in Albania, I thus conclude that the role of population mobility dominated in the early and most recent phases of urban growth. The results also have implications for our understanding of demographic processes during the second urban transition in developing countries.     

Effects of Childhood Mortality and Morbidity on the Fertility Transition in sub‐Saharan Africa

Child mortality rates have fallen substantially in developing countries since 1960. The expected fertility decline has followed only weakly in sub‐Saharan Africa compared to other recent and historic demographic transitions. Disease and anthropometric data suggest that morbidity remains prevalent in Africa despite child survival improvements. The uniquely high infectious disease burden among children in Africa reduces population health and diminishes the returns to human capital investment, thwarting the quantity–quality tradeoff for children that typically accompanies the mortality transition. Individual‐level data from the Demographic and Health Surveys are used to show that persistent morbidity has weakened the positive relationship between child mortality and total fertility rates throughout the region, slowing Africa's demographic transition.     

A method of estimating the time of marital fertility decline and associated parameters

Significant research attention has been given to historical patterns of marital fertility transitions in currently industrialized countries. Specifically, studies consider the time of the onset of fertility decline and its distribution among populations or population subgroups; the distribution of pre-decline parital fertility levels; and/or the rate of marital fertility decline. Analyses of pre-decline fertility level and its rate of decline, however, depend upon the procedure used to estimate the time of fertility decline. The Princeton European Fertility Project is the most prominent historical fertility study ever conducted. The procedure employed to estimate the timing parameter in these Princeton studies is described. An alternative statistical procedure is then proposed for detecting the onset of the transition from high to low marital fertility; the method may also be used to find the termination point of decline where the sequence of fertility variables is long enough. Both methods produce maximum likelihood least squares estimates, but the form proposed in the text has conceptual advantages.     

The Long-Term Effect of the Timing of Fertility Decline on Population Size

Existing long-range population projections imply that the timing of the fertility transition has a relatively unimportant effect on long-term population size when compared with the impact of the level at which fertility is assumed eventually to stabilize. However, this note shows that the effect of the timing of fertility decline is a function of the eventual fertility rate: the lower the eventual fertility rate, the greater the effect of the timing of the transition becomes. This finding has important implications for projection methodology, as well as for policies related to the consequences of long-term levels of population size.     

The determinants of early fertility decline in Texas

This study examines the determinants of fertility control in a frontier population made up largely of German-Americans during the years from 1850 to 1910. The analysis employs a complex register of population constructed from census enumerations, civil and ecclesiastical vital registration, and tax assessment rolls. The article begins with a series of bivariate analyses with cohort of mother’s birth, religion, ethnicity, and husband’s occupation determining marital fertility. The second half of the paper presents a multivariate model of the determinants of fertility using these and other demographic characteristics as independent variables. The conclusions emphasize the importance of the overall trend toward fertility decline in the United States, as well as the role of religion and of occupational differences, in determining changes in fertility behavior in the population of Gillespie County, Texas.     

The adoption of fertility control on Mykonos, 1879-1959: stopping, spacing or both?

This abstract examines the timing and means of the fertility transition on the Greek island of Mykonos in the period 1879 to 1959. By combining the results of family reconstitution with oral evidence, an unusual insight into the pathways of the fertility transition of this island population is offered. The paper concludes by outlining a model of the adoption of fertility control, a model which sees the transition from high to low fertility as a transition from spacing to stopping, and from innovation of methods to innovation of ideas.     

Fertility and mortality in Finland since 1750

Summary In this paper the development of fertility and mortality in Finland, and their interrelations with each other and with economic factors is discussed. An analysis by individual years shows that rises and falls in mortality and fertility rates did not always coincide with poor and good harvests. Fertility in Finland decreased slightly at the turn of the eighteenth and nineteenth centuries, but fell sharply over the period 1876-1925. This fall corresponded closely to changes in the death rate, especially for infants, and appears to justify the conclusion that the changes were connected. These population shifts have been called the first and second demographic transitions, of which the latter was the more dramatic. Factors tending to reduce mortality among infants and in other age groups during the second demographic transition are obvious; those underlying the first demographic transition are less clear. In this connection, the importance of breast feeding and campaigns designed to favour the practice are stressed. These helped to reduce infant mortality and were one of the main reasons for the first demographic transition. Finnish material also suggests that some kind of family planning existed during the pre-industrial period; it is only by making this assumption that the various figures can be made compatible.