Educational assortative mating and economic inequality: A comparative analysis of three Latin American countries

Educational assortative mating and economic inequality are likely to be endogenously determined, but very little research exists on their empirical association. Using census data and log-linear and log-multiplicative methods, I compare the patterns of educational assortative mating in Brazil, Chile, and Mexico, and explore the association between marital sorting and earnings inequality across countries. The analysis finds substantial variation in the strength of specific barriers to educational intermarriage between countries, and a close association between these barriers and the earnings gaps across educational categories within countries. This finding suggests an isomorphism between assortative mating and economic inequality. Furthermore, educational marital sorting is remarkably symmetric across gender in spite of the different resources that men and women bring to the union. This study highlights the limitations of using single aggregate measures of spousal educational resemblance (such as the correlation coefficient between spouses’ schooling) to capture variation in assortative mating and its relationship with socioeconomic inequality.     

Trends in Economic Homogamy: Changes in Assortative Mating or the Division of Labor in Marriage?

The growing economic resemblance of spouses has contributed to rising inequality by increasing the number of couples in which there are two high- or two low-earning partners. The dominant explanation for this trend is increased assortative mating. Previous research has primarily relied on cross-sectional data and thus has been unable to disentangle changes in assortative mating from changes in the division of spouses’ paid labor—a potentially key mechanism given the dramatic rise in wives’ labor supply. We use data from the Panel Study of Income Dynamics (PSID) to decompose the increase in the correlation between spouses’ earnings and its contribution to inequality between 1970 and 2013 into parts due to (a) changes in assortative mating, and (b) changes in the division of paid labor. Contrary to what has often been assumed, the rise of economic homogamy and its contribution to inequality is largely attributable to changes in the division of paid labor rather than changes in sorting on earnings or earnings potential. Our findings indicate that the rise of economic homogamy cannot be explained by hypotheses centered on meeting and matching opportunities, and they show where in this process inequality is generated and where it is not.     

The Gender‐Gap Reversal in Education and Its Effect on Union Formation: The End of Hypergamy?

Newly released census microdata reveal the nearly worldwide and substantial decline in educational hypergamy (women marrying men with higher educational attainment) across 56 countries from the 1970s to the 2000s. We examine the extent to which the observed decrease in hypergamy is connected to the worldwide rise in female educational attainment. Our results show that educational hypergamy is an enduring form of gender inequality in union formation across the countries examined but that it has been decreasing over the last few decades and in some countries has reversed in recent years. Overall, we find a strong association between hypergamy and gender differences in educational attainment. Societies in which the female educational advantage is greater tend to have lower levels of educational hypergamy. There is a tendency toward a joint increase in women's educational levels and a decrease in educational hypergamy. This article underlines the influence of women's educational opportunities on the increase in gender symmetry in assortative mating, which leads us to predict the end of educational hypergamy.     

Education Expansion, Educational Inequality, and Income Inequality: Evidence from Taiwan, 1976–2003

The expansion of higher education in Taiwan starting from the late 1980s has successfully raised the average level of education. Using the concept of the education Gini, we find that the educational inequality declined as average schooling rose during the period of 1976–2003. The impacts of a rising average schooling and a declining educational inequality are also tested empirically in this paper. The evidence supports that a higher level of average schooling will generate a lower income inequality. On the other hand, a lower educational inequality, as measured by education Gini coefficient, will also cause a lower income inequality. Skill-biased technological change that shifts the labor demand from unskilled workers toward skilled workers is the most likely cause for the rising income inequality in Taiwan. However, the trend of rising income inequality could be reversed due to possible future over-education and unemployment in the labor market.     

受教育程度与城镇居民收入不平等—基于基尼系数的分解研究

基于2008年中国综合社会调查的数据,本文运用基尼系数分解的方法研究城镇居民受教育程度对收入不平等的影响。基于回归的不平等分解研究发现受教育程度是导致城镇居民职业收入不平等的最主要因素。对基尼系数的亚组分解研究发现受教育程度不同的人群之闻的收入不平等对总体收入不平等的贡献率为8.65％,城镇居民职业收入不平等主要表现为各个受教育程度人群内部的收入不平等。分地区来看,中西部地区受教育程度较低的人群其组内差距的贡献率要远高于东部地区。实证研究的结果表明,提供平等的受教育机会、缩小受教育程度的不平等、加大对中西部地区义务教育的投入可以有效缩小收入不平等。     

<Emphasis Type="Bold">Women’s Progress for Men’s Gain? Gender-Specific Changes in the Return to Education as Measured by Family Standard of Living, 1990 to 2009–2011</Emphasis>

This study investigates gender-specific changes in the total financial return to education among persons of prime working ages (35–44 years) using U.S. Census data from 1990 and 2000, and the 2009–2011 American Community Survey. We define the total financial return to education as the family standard of living as measured by family income adjusted for family size. Our results indicate that women experienced significant progress in educational attainment and labor market outcomes over this time period. Ironically, married women’s progress in education and personal earnings has led to greater improvement in the family standard of living for married men than for women themselves. Gender-specific changes in assortative mating are mostly responsible for this paradoxical trend. Because the number of highly educated women exceeds the number of highly educated men in the marriage market, the likelihood of educational marrying up has substantially increased for men over time while women’s likelihood has decreased. Sensitivity analyses show that the greater improvement in the family standard of living for men than for women is not limited to prime working-age persons but is also evident in the general population. Consequently, women’s return to education through marriage declined while men’s financial gain through marriage increased considerably.     

The polarizing effect of economic inequality on class identification: Evidence from 44 countries

Using cumulative logit mixed models fitted to World Values Survey data from 44 countries, we explore the impact of economic conditions – both at the individual-level and the national-level – on social class identification. Consistent with previous research, we find a positive relationship between household income and class identification in all countries that we explore, though this relationship varies substantially. Also corroborating previous research, we find that ‘low’ class identifications are more likely in poor countries than in rich ones. However, in contrast to previous research that has neglected the role of inequality, our results indicate that the effect of economic development diminishes if income inequality is considered in the same model. We further demonstrate that income inequality has an important polarizing effect on class identification. Specifically, the relationship between household income and class identity tends to be strongest in countries with a high level of income inequality.     

Income inequality and fertility: A comparative view

Summary Most studies pertaining to the relationship between population and economic development suffer from a major flaw. Researchers use aggregate measures like income or energy consumption per head as indicators of economic development. Such aggregate measures fail to take into account the nature of the distribution of income or energy consumption to the population. The present study attempts to demonstrate the importance of incorporating the nature of distribution of resources as an important intervening variable in the study of the overall relationship between population and economic development. A measure of income inequality is developed which represents the difference between rural and urban incomes. This measure is justified in terms of the distinctiveness of urban and rural sectors in the process of development. The data used relate to societal measures of fertility, income, income inequality, etc. Consistently with existing literature, we observe that, generally speaking, economic development does entail a reduction in rural-urban income inequalities. On the other hand, a substantial part of the negative effect of an increase in income per head can be nullified if such an increase were not also accompanied by a reduction in rural-urban income inequality. Also, a substantial part of the negative effect of an increase in income per head and the level of education in reducing the level of infant mortality would be nullified if it did not also result in a reduction of rural-urban income inequality. On the other hand, it is quite possible for the level of education in a society to increase together with an increase in income per head without substantially altering the extent of inequality of income between the rural and the urban population. It is suggested that the positive relationship between rural-urban income inequality and the level of fertility is due to higher rural fertility rates in a high-inequality country. By implication, this would mean that higher standards of living for the rural population compared with its urban counterpart will have a favourable impact in reducing rural fertility.     

Educational Homogamy and Gender-Specific Earnings: Sweden, 1990–2009

Several studies have shown strong educational homogamy in most Western societies, although the trends over time differ across countries. In this article, we study the connection between educational assortative mating and gender-specific earnings in a sample containing the entire Swedish population born 1960–1974; we follow this sample from 1990 to 2009. Our empirical strategy exploits a longitudinal design, using distributed fixed-effects models capturing the impact of partner education on postmarital earnings, relating it to the income development before union formation. We find that being partnered with someone with more education (hypergamy) is associated with higher earnings, while partnering someone with less education (hypogamy) is associated with lower earnings. However, most of these differences in earnings emerge prior to the time of marriage, implying that the effect is explained by marital selection processes rather than by partner education affecting earnings. The exception is hypogamy among the highly educated, for which there are strong indications that in comparison with homogamy and hypergamy, earnings grow slower after union formation.     

Assortative mating among unmarried parents: Implications for ability to pay child support

Assortative mating is of interest to both theoretical and applied social scientists. Previous research is based almost entirely on married couples and parents. In this paper we use data from the NSFG to examine assortative mating among unmarried parents in the US and to examine the robustness of estimates of nonresident fathers' income based on assortative mating assumptions. We find that never married parents are similar, though not identical, to married parents in their choice of partners. White unmarried women are much more likely to have a child with a non-white male than white married women. On the other hand, unmarried women are more likely than married women to have a child with a more educated male. Received: 31 May 2000/Accepted: 2 January 2001     

Does regional variation affect ecological mortality research? An examination of mortality, income inequality and health infrastructure in the Mississippi Delta

Mortality research has often focused on individual-level, socioeconomic, and demographic factors indicating health outcomes. Consistent with a recent trend in the public health field, this research examines mortality at the aggregate, contextual level. Based on Wilkinson’s relative income hypothesis, specifically being manifest through an underinvestment in social goods including health infrastructure, the focus of this study is a regional examination in the effects of income inequality on mortality at the county level. Health infrastructure is included as a mediating variable in the relationship between income inequality and mortality, relating back to Wilkinson’s work. Unlike previous research, regional differences in this relationship are examined to identify variation at the county level in health outcomes. The Mississippi Delta is an adequate test bed to examine the relationship between these variables based on its socioeconomic, demographic, and high inequality characteristics. It is hypothesized that Delta-designated counties within the three-state Delta region distinguish a significant positive relationship between income inequality and mortality, that this relationship is stronger than in non-Delta classified counties, and that health infrastructure significantly mediates the relationship between income inequality and mortality.     

Testing the relationship between income inequality and life expectancy: a simple correction for the aggregation effect when using aggregated data

In this paper, we show a simple correction for the aggregation effect when testing the relationship between income inequality and life expectancy using aggregated data. While there is evidence for a negative correlation between income inequality and a population’s average life expectancy, it is not clear whether this is due to an aggregation effect based on a non-linear relationship between income and life expectancy or to income inequality being a health hazard in itself. The proposed correction method is general and independent of measures of income inequality, functional form assumptions of the health production function, and assumptions on the income distribution. We apply it to data from the Human Development Report and find that the relationship between income inequality and life expectancy can be explained entirely by the aggregation effect. Hence, there is no evidence that income inequality itself is a health hazard.     

Inequality, Wealth and Health: Is Decreasing Income Inequality the Key to Create Healthier Societies?

The idea that the level of stratification of societies contributes to the well-being of their members is gaining popularity. We contribute to this debate by investigating whether reducing inequalities in the income distribution of societies is a strategy for improving population health, especially appropriate for those countries that have reached the limits of economic growth. We test this idea on a dataset covering 140 countries and 2360 country-year observation between 1987 and 2008 and formulate hypotheses separately for countries with different level of economic development. We indeed found that countries with higher levels of income inequality also have lower levels of life expectancy (our measure of population health), and this result was consistent both in cross-sectional and longitudinal analyses. However, the relationship was found only among low- and middle-developed countries. In the group of high-developed countries, the relationship between income inequality and life expectancy was non-significant, which contradicts the literature. Expectations on the relationship between a country’s wealth and health were confirmed: economic growth does contribute to improving population health, but this effect is weaker in more economically developed countries. These results imply that a decrease in a country’s income inequality parallel with an increase in its wealth can help to improve health in economically lesser-developed countries, but not in high-developed countries.     

The Decomposition of Economic Outcomes as a Result of Changes in Brazil’s Male Age–Education Structure

In Brazil, the age and education compositions of the male labor force is changing with great regional variation. Based on Demographic Census microdata, results indicate that cohort size has a negative impact on earnings, but this effect is decreasing over time. In this study we consider the impact on earnings by age and education, as well as estimated income inequality reduction and racial differentials. Fertility decline and improve regarding educational attainment had a significant influence on the decline of income inequality in the country. Moreover, the non-white population has been experiencing less success in relation to educational achievement, compared to the white population.     

Growth in family income inequality, 1970–1990: Industrial restructuring and demographic change

Industrial restructuring and changing population composition frequently have been treated as competing explanations of growing U.S. income inequality. Using the Gini coefficient, we employ a model of conditional change to explore the relative effects of each on changes of family income distribution between 1970 and 1990, across 784 metropolitan areas and public use microdata areas (PUMAs). Changes in both industrial structure and population characteristics are found to have significant and opposite effects on family income distribution, although there are sharp differences by decade in the dynamics that underlie increasing inequality. Our central conclusion is that it is too soon to eliminate deindustrialization as a significant cause of increased earnings inequality.     

Individual Income Inequality and Its Drivers in Indonesia: A Theil Decomposition Reassessment

This article employs a Theil decomposition analysis to examine various dimensions of income inequality, using the 2007 Indonesian Family Life Survey. The empirical strategy is based on the individual-level income data—instead of group means as in the existing literature—and thus accounts for within-group dispersion of individual incomes. The decomposition exercise reveals that income inequality across education levels constitutes about 13 % of total income inequality. The urban–rural and interprovincial dimensions individually explain 6.0–6.5 %, but the contribution of income inequality by genders appears to be negligible. The findings highlight educational reform as an effective redistributive policy.     

Support for democracy in cross-national perspective: The detrimental effect of economic inequality

Using survey data and national statistics on 35 modern democracies, this research explores the relationship between economic and political conditions and support for democracy. As expected from modernization theory, support for democracy tends to be highest in countries with a high level of economic development. More importantly, however, I contribute a new finding that income inequality matters much more. Specifically, citizens from countries with relatively low levels of income inequality tend to be more likely than others to support democracy. I also find that household income is positively related to support for democracy in most countries, though it tends to have its strongest effect if economic development is high and income inequality is low. Finally, even after taking into account the level of economic development in one's country, people from former Communist countries tend to have far less support for democracy than those from more established democracies.     

The Proximate Determinants of Educational Homogamy: The Effects of First Marriage,Marital Dissolution,Remarriage, and Educational Upgrading

This paper adapts the population balancing equation to develop a framework for studying the proximate determinants of educational homogamy. Using data from the National Longitudinal Survey of Youth on a cohort of women born between 1957 and 1964, we decompose the odds of homogamy in prevailing marriages into four proximate determinants: (1) first marriages, (2) first and later marital dissolutions, (3) remarriages, and (4) educational attainment after marriage. The odds of homogamy among new first marriages are lower than among prevailing marriages, but not because of selective marital dissolution, remarriage, and educational attainment after marriage, as has been speculated. Prevailing marriages are more likely to be educationally homogamous than new first marriages because of the accumulation of homogamous first marriages in the stock of marriages. First marriages overwhelmingly account for the odds of homogamy in prevailing marriages in this cohort. Marital dissolutions, remarriages, and educational upgrades after marriage have relatively small and offsetting effects. Our results suggest that, despite the high prevalence of divorce, remarriage, and continued schooling after marriage in the United States, the key to understanding trends in educational homogamy lies primarily in variation in assortative mating into first marriage.     

The European 'Welfare Mix': Institutional Configuration and Distributive Outcome in Sweden and the European Union. A Longitudinal and Comparative Perspective

This paper explores the institutional configuration (the three welfare delivery systems: market, welfare state, family) and its distributional correlates (income inequality; poverty rates; inequality related to social cleavages such as social class, generation, gender, region and family). The analysis has a twofold perspective: comparative (comparing 14 EU member states) and longitudinal (comparing Sweden 1975--1995), using nations as statistical units. The European union appears to be divided in three distinct and homogeneous clusters: a Nordic cluster (Sweden, Denmark, Finland) exhibiting large social expenses, high labour market participation and weak family ties. Its distributional features are low income inequality, poverty rates and class inequality, but high levels of inequality between generations; a southern cluster (Greece, Italy, Spain, Portugal) characterised by lower welfare provisions, low employment, but strong traditional families. Its distributional features are high levels of income inequality, poverty and class inequality, but low levels of generational inequality; a central European cluster in intermediate position. UK joins the southern cluster with high levels of income inequality, poverty and class inequality.