Professional Documents
Culture Documents
Ebook The Routledge Handbook of Contemporary Inequalities and The Life Course 1St Edition Magda Nico Gary Pollock Eds Online PDF All Chapter
Ebook The Routledge Handbook of Contemporary Inequalities and The Life Course 1St Edition Magda Nico Gary Pollock Eds Online PDF All Chapter
https://ebookmeta.com/product/structure-and-agency-in-young-
people-s-lives-theory-methods-and-agendas-1st-edition-magda-nico-
editor/
https://ebookmeta.com/product/the-routledge-handbook-of-the-
state-in-premodern-india-1st-edition-hermann-kulke-bhairabi-
prasad-sahu-eds/
https://ebookmeta.com/product/the-routledge-handbook-of-state-
owned-enterprises-1st-edition-luc-bernier-massimo-florio-
philippe-bance-eds/
https://ebookmeta.com/product/routledge-handbook-of-contemporary-
african-migration-1st-edition-daniel-makina-editor/
Routledge Handbook of Contemporary India, 2nd Edition
Knut A. Jacobsen
https://ebookmeta.com/product/routledge-handbook-of-contemporary-
india-2nd-edition-knut-a-jacobsen/
https://ebookmeta.com/product/routledge-international-handbook-
of-contemporary-social-and-political-theory-routledge-
international-handbooks-2nd-edition-gerard-delanty-editor/
https://ebookmeta.com/product/routledge-handbook-of-post-
classical-and-contemporary-persian-literature-1-edition-kamran-
talattof/
https://ebookmeta.com/product/the-routledge-handbook-of-law-and-
the-anthropocene-1st-edition-burdon/
https://ebookmeta.com/product/existentialism-and-excess-the-life-
and-times-of-jean-paul-sartre-1st-edition-gary-cox/
The Routledge Handbook of
Contemporary Inequalities
and the Life Course
Drawing upon perspectives from across the globe and employing an interdisciplinary life
course approach, this handbook explores the production and reproduction of different types
of inequality across a variety of social contexts.
Inequalities are not static, easily measurable, and essentially quantifiable circumstances of
life. They are processes which impact on individuals throughout the life course, interacting
with each other, accumulating, attenuating, reproducing, or distorting themselves along the
way. The chapters in this handbook examine various types of inequality, such as economic,
gender, racial, and ethnic inequalities, and analyse how these inequalities manifest them-
selves within different aspects of society, including health, education, and the family, at mul-
tiple levels and dimensions. The handbook also tackles the global COVID-19 pandemic and
its striking impact on the production and intensification of inequalities.
The interdisciplinary life course approach utilised in this handbook combines quantitative
and qualitative methods to bridge the gap between theory and practice and offer strategies and
principles for identifying and tackling issues of inequality. This book will be indispensable
for students and researchers as well as activists and policy makers interested in understanding
and eradicating the processes of production, reproduction, and perpetuation of inequalities.
Magda Nico is a Researcher at the Centre for Research and Studies in Sociology (CIES-
ISCTE) and Assistant Professor at the Department of Social Research Methods in ISCTE-
University Institute of Lisbon. She is currently coordinating a project on the importance and
dynamics of “linked lives” within families. Her research interests include life course theory
and methods, family histories, social mobility, and the processes of inequalities.
DOI: 10.4324/9780429470059
Typeset in Bembo
by codeMantra
To each of our families for supporting us throughout.
Contents
SECTION 1
Inequalities as process: doing inequalities over the life course 1
Magda Nico and Gary Pollock
1 Inequality across time: social change, biography, and the life course 4
Dale Dannefer, Chengming Han, and Jiao Yu
3 Inequality as process 27
Elisabetta Ruspini
SECTION 2
Assessing inequalities: complementary methods:
imagining the understanding of inequalities 51
Magda Nico and Gary Pollock
vii
Contents
SECTION 3
The social stratification of health: the inherent longitudinality
of health inequalities 111
Magda Nico and Gary Pollock
SECTION 4
Economic and wealth inequalities: the challenge of
complexity in the analysis of economic inequalities 173
Magda Nico and Gary Pollock
viii
Contents
SECTION 5
Youth, education and t ransition to adulthood:
half way down the stairs – somewhere else instead 223
Magda Nico and Gary Pollock
SECTION 6
Family and linked lives: families at the heart of linked
(lives and) inequalities 271
Magda Nico and Gary Pollock
ix
Contents
22 The apple, the tree and the forest: family histories as radars of social
mobility and inequalities 285
Magda Nico and Maria Gilvania Valdivino Silva
SECTION 7
Gender inequalities: time varying and trajectories 323
Magda Nico and Gary Pollock
SECTION 8
Racial and ethnic inequalities: the weight
of structure on the skin 371
Magda Nico and Gary Pollock
x
Contents
Index 423
xi
Figures
1.1 Theil’s measure of inequality for family income by age of head in seven
birth cohorts (observation periods 1947, 1957, 1967, 1977) 6
6.1 Graphical representation of the yearly state distribution of family trajectories
by age, females on the left panel and males on the right one 65
6.2 Graphical representation of the yearly state distribution of working
trajectories by age, females on the left panel and males on the right one 66
6.3 Graphical representation of the yearly state distribution of health trajectories
by age, females on the left panel and males on the right one 66
6.4 Clusters of family situation, working life, and health status by age – women 76
6.5 Clusters of family situation, working life, and health status by age – men 78
7.1 Proportion of people who have supplementary health services per region in Brazil 85
7.2 Gini indexes per state and region in Brazil 86
7.3 Temporal evolution of the accumulated COVID-19 confrmed cases and
lethality in Brazil 87
7.4 Temporal evolution of the accumulated COVID-19 lethality by Brazilian state 88
7.5 Histogram of the dependent variable (last available deaths) before and after
the Box-Cox transformation 90
7.6 Random intercepts and slopes by state 92
7.7 Values predicted through OLS and through multilevel modeling × observed
COVID-19 lethality 93
8.1 Qualitative assumptions about links between diferent dimensions of social
inequality and health 97
8.2 Selective mortality and health trajectories by estimation strategy 103
8.3 Conditional profle plots (left) and conditional efect plots (right) of the fnal
educational level on self-rated health 104
8.4 Conditional profle plots of the fnal educational level on self-rated health
by estimation model and level of education 106
10.1 French male ages at death from the 2016 period life table 125
11.1 Marital rates (per 1,000) and population development in Sweden
by sex 1800–2015 139
11.2 Regression results of how disability afects the chance/risk to experience
partnership, or singlehood from the 1800s until the 2010s 144
11.3 Marital chances (HR) by type of disability and gender in Sweden
1900–1960 (the Västerbotten region, POPLINK dataset) 145
11.4 Marital chances (1800s), plotted hazard ratios (HR) from Cox proportional
regression model, by type of disability and gender 145
xii
Figures
xiii
Figures
23.5 First birth and predicted SIOPS trajectories over the frst 25 years since
labour market entry, by social class of origin and number of children:
women. FE models 308
27.1 An intersectional life course model of contexts and processes fostering inequality 351
30.1 Age-standardised ratios of poor self-rated health for men and women
relative to the White British rate 387
30.2 Age-specifc rates of poor self-rated health for men and women by ethnic group 389
30.3 Relative risks of poor health for ethnic minority women compared with
White British women by age and period 390
30.4 Relative risks of poor health for ethnic minority men compared with White
British men by age and period 391
xiv
Tables
xv
Contributors
Sofia Aboim is a tenured research fellow at the Institute of Social Sciences, University
of Lisbon. She has recently coordinated the European Research Council-funded project
TRANSRIGHTS: Gender Citizenship and Sexual Rights in Europe.
Marco Albertini is Professor of Sociology at the University of Bologna. His research interests
focus on intergenerational relations; the comparative study of inequality and social stratifica-
tion; the consequences of childlessness; long-term care policies and ageing. He is one of the
founding members of the Computational Social Science Center of the University of Bologna.
Cátia Antunes is Professor of Global Economic Networks at the Institute for History,
Leiden University. Her work contemplates the comparative economic and social history of
early modern empires between 1400 and 1800.
Camilla Barnett is a Research Fellow at the University of Stirling. She has recently com-
pleted a PhD on recognising intersectionality in women’s social stratification positions.
xvi
Contributors
inequalities in the LGBTIQ+ life course. He was previously a postdoctoral fellow at Freie
Universität Berlin, where his work explored the role of digital technologies for queer refugees.
Laia Bécares is Senior Lecturer in Applied Social Science and co-Director of the Centre
for Research and Innovation in Wellbeing at the University of Sussex. Her research considers
the ways in which oppression and marginalisation lead to social and health inequalities across
the life course.
Laura Bernardi is Professor of Life Course Sociology and Demography at the University of
Lausanne. Her research explores fertility and family dynamics, life course and social inequal-
ities areas. She is currently coordinating a project on well-being in relation to joint family
and work dynamics and another on lone parenthood. She is Associate Editor of Advances in
Life Course Research and is currently a member of the Presiding Board of the Swiss National
Research Foundation.
Manuela Boatcă is Professor of Sociology and Head of School of the Global Studies Pro-
gramme at the University of Freiburg. She has published widely on world-systems analysis,
decolonial perspectives on global inequalities, gender and citizenship in modernity and colo-
niality, and the geopolitics of knowledge in Eastern Europe, Latin America and the Caribbean.
Felix Bühlmann is Associate Professor at the Life Course and Inequality Centre of the
University of Lausanne. His research explores the life course, elites and finance. He is also a
member of the Swiss Centre of Expertise in Life Course Research (Centre LIVES).
xvii
Contributors
Max E. Coleman is a PhD student in Sociology at Indiana University. His research focuses
on the psychological consequences of inequality, particularly common mental health issues
such as anxiety and depression.
Rosalina Pisco Costa is Assistant Professor at the Department of Sociology and affiliated
researcher at the Interdisciplinary Center of Social Sciences of the University of Évora. Her
research covers a broad range of issues regarding families, gender and personal life, particu-
larly family rituals in contemporary societies.
Dale Dannefer is Selah Chamberlain Professor of Sociology and Chair of the Department
of Sociology at Case Western Reserve University. His research is concerned with the links
between social dynamics and life course processes and currently focuses on the effects of
globalisation on life course patterns and the impacts of precarity and racism on processes of
cumulative dis/advantage. He has pioneered the use of cumulative advantage theory as an
explanatory life course framework and has published widely in sociology, psychology, human
development, education and gerontology.
Ingunn Marie Eriksen is a Senior Researcher at the Norwegian Social Research institute
(NOVA) of Oslo Metropolitan University. Her research interests include the school environ-
ment, bullying, mental health and well-being in youth and surrounding issues, such as local
communities and leisure activities, through dimensions such as gender, social class, geogra-
phy and ethnicity. She has worked on a number of projects involving youth culture, peer
relations and identities and is currently the principal investigator on Inequality in Youth, a
qualitative longitudinal research project.
Luiz Paulo Fávero is Professor at the Economics, Business Administration and Accounting
College of the University of São Paulo. His research focuses on administration and financial
markets with emphasis on quantitative methods, applied multivariate models and economet-
ric analysis.
xviii
Contributors
Gunhild O. Hagestad is Professor Emerita of Sociology at the University of Agder. She has
previously held various academic positions in the USA, Norway, Canada, the Netherlands
and Germany. Her research focuses on the life course, intergenerational relations, families,
ageing and childhood.
Chengming Han is a PhD student in Sociology at Case Western Reserve University, where
her work focuses on cohort effects of social changes in China since 1949 and the life course
health. Her research interests include social changes and urban-rural inequalities in China,
health disparities among minorities and immigrants in the USA, ageing and the effects of
social changes and policies on the life course outcomes.
Juho Härkönen is Professor of Sociology at the European University Institute and Stock-
holm University. His research interests cover life course research, social stratification, family
demography and health. He is currently editor-in-chief of Advances in Life Course Research.
Steffen Hillmert is Professor of Sociology at the University of Tübingen. His research fo-
cuses on mutual relationships between life course developments, institutions and structural
changes in society, particularly the associations between education, employment and social
inequality.
Johan Junkka is an Assistant Professor at the Centre for Demographic and Ageing Research
(CEDAR), Umeå University. His research uses historical data to explore how disability and
health are related to issues such as climate and social capital.
xix
Contributors
Martin Kohli is Emeritus Professor of Sociology at the European University Institute and
Distinguished Professor at the Bremen International Graduate School of Social Sciences. He
has published widely on the life course, generations, ageing, fertility, inequality, intergener-
ational transfers and inheritance.
Paul Lambert is a Professor in Sociology at the University of Stirling. His research focuses
on social stratification inequalities and on methodological issues in using statistical methods
in the social sciences.
René Levy is Professor Emeritus of Sociology at the University of Lausanne. His main re-
search interests are gender relations, life course analysis and social stratification and inequal-
ities. He is also a previous president of the Swiss Sociological Association.
Francisco Louçã is Professor of Economics at the ISEG Lisbon School of Economics &
Management of Lisbon University. His research interests include the history of economic
thought, dynamics of complex adaptive systems and the nature of long-term techno-
economic change. He was also a prominent opponent of the Estado Novo regime and is a
leading figure in the Left Bloc party in Portugal.
Karl Ulrich Mayer is Director Emeritus of the Max Planck Institute for Human Devel-
opment, and the Stanley B. Resor Professor Emeritus of Sociology and Professor at the
Institution for Social and Policy Studies of Yale University. He is also a previous president of
the Leibniz Association. His research interests include social stratification and mobility, the
life course, social demography, occupational structures and labour market processes, ageing
populations and welfare states.
Jane D. McLeod is Provost Professor of Sociology and Associate Executive Dean for the
College of Arts and Sciences at Indiana University. Her research focuses on stratification
xx
Contributors
and health over the life course, with current emphasis on the association of autism and other
disabilities with social and academic outcomes among college students.
Mahala Miller is a PhD student in Sociology at the University of Minnesota, Twin Cities.
Her research explores culture, families and health with a particular focus on how families
develop beliefs and behaviours to support their children’s mental health.
Phyllis Moen is a Professor at the University of Minnesota, Twin Cities, where she is
also the Director of the Life Course Center and holds a McKnight Presidential Chair.
Her research focuses on population, labour market, organisational, family, and life course
changes as they intersect with health, well-being, gender and other dimensions of social
disadvantage.
Magda Nico is a Researcher at the Centre for Research and Studies in Sociology
(CIES-ISCTE) and an Assistant Professor at the Department of Social Research Methods
in ISCTE-University Institute of Lisbon. She is currently coordinating a project on the im-
portance and dynamics of ‘linked lives’ within families. Her research interests include life
course theory and methods, family histories, social mobility and the processes of inequalities.
Jessica Ozan is a Research Associate at the Policy Evaluation and Research Unit of
anchester Metropolitan University. Her research focuses on youth development and social
M
policy. She has previously worked on European Research Council-funded projects, includ-
ing the European Cohort Development (EDCP) and Measuring Youth Well-Being (MY-
WEB) projects. She is also a UK Evaluation Society Council member and the coordinator of
the North of England Evaluation Network.
xxi
Contributors
Ken Roberts is Emeritus Professor of Sociology at the University of Liverpool. His books
include Surviving Post-Communism: Young People in the Former Soviet Union (2000), Youth in
Transition: Eastern Europe and in the West (2009), Class in Contemporary Britain (2011), Sociology:
An Introduction (2012), The Business of Leisure (2016), Social Theory, Sport, Leisure (2016) and
Youth in Saudi Arabia (2018).
Ingrid Schoon is Professor of Human Development and Social Policy at the Social Research
Institute at University College London. She is a Fellow of the British Academy of Social Sci-
ences (FAcSS) and the Social Science Centre (WZB) in Berlin. She is also president-elect
of the European Association for the Study of Adolescence (EARA) and has previously been
president of the Society for Longitudinal and Lifecourse Studies.
Maria Gilvania Valdivino Silva is a PhD researcher at the Centre for Research and Studies
in Sociology (CIES-ISCTE) in ISCTE-University Institute of Lisbon. Her research focuses
on the themes of generations, families, political socialisation, politisation, social classes and
processes of inequalities.
xxii
Contributors
His interests are in child poverty, intergenerational mobility and the new child allowance
policy in the USA.
Nicolas Sommet is an SNSF Ambizione Lecturer in Social Psychology at the Swiss Centre of
Expertise in Life Course Research (Centre LIVES) of the University of Lausanne. His research
focuses on the psychological consequences of income inequality and achievement motivation.
Rafael de Freitas Souza is a PhD student at the School of Economics, Business and Ac-
counting of the University of São Paulo. His research interests include applied econometrics,
applied multivariate models and analysis of time series.
Dario Spini is Professor of Social Psychology at the Life Course and Inequality Centre
of the University of Lausanne. He is also co-Director of the Swiss Centre of Expertise in
Life Course Research (Centre LIVES). His research focuses on the life course, health and
v ulnerability processes.
Sarah Stopforth is a Research Fellow at the University of Sussex. She also holds an Honor-
ary Research Fellow position at the Cathie Marsh Institute of the University of Manchester.
Her research interests span social stratification, inequalities and quantitative methods.
Nicole Tieben is a Senior Lecturer at the Leibniz University Hannover. Her research in-
terests include the sociology of education, life courses, social inequality and mobility, and
quantitative methods.
Leen Vandecasteele is Associate Professor in comparative social policy and the life course
at the Life Course and Inequality Centre of the University of Lausanne. She is also associated
with the Swiss Centre of Expertise in Life Course Research (Centre LIVES). Her research
focuses on inequality, poverty and social policy in the life course.
Tanja Van Der Lippe is Professor of Sociology at Utrecht University and chair of the So-
cial Sciences Council of the Royal Netherlands Academy of Arts and Sciences. Her research
interests are in the area of work-family linkages in Dutch and other societies.
Alyson van Raalte is the head of the Lifespan Inequalities Research Group at the Max
Planck Institute for Demographic Research. Her research uses demographic methods to ex-
plore mortality inequalities and has been published in a number of journals.
xxiii
Contributors
María do Mar Castro Varela is Professor of Pedagogy and Social Work at the Alice
Salomon University of Applied Science. Her research interests include gender and queer
studies, postcolonial theory, critical migration studies, critical education and trauma and
conspiracy studies.
Lotta Vikström is Professor of History at Umeå University, where she is also affiliated
with the Centre for Demographic and Ageing Research (CEDAR). Her work makes use of
demographic data and methods from life course perspectives to research how disability has
historically impacted participation in society.
Jiao Yu is a PhD student in Sociology at Case Western Reserve University. Her research
interests include ageing and the life course, health disparities and medical sociology.
xxiv
Acknowledgements
We’d like to thank each and every one of the authors for their professionalism, engagement
and patience in the making of this book, especially through the difcult COVID-19 times.
What an irony to embark on such a project on inequalities and the life course during a pan-
demic, but what an honour to have endured this in the company of such an incredible set of
social scientists.
We’d also like to thank everyone at Routledge, all of whom showed us nothing but un-
derstanding, motivation and fexibility in the process of making this book a reality.
A last enormous acknowledgement goes to Sónia Correia. Her organisation, professional-
ism and friendship were the piece that fnally made the book a whole.
xxv
Section 1
Inequalities as process
Doing inequalities over the life course
Inequalities are processes, and not static measurable circumstances. They are in the making
over the life course, interacting with each other, accumulating, attenuating, reproducing or
spinning off along the way.
Inequalities are, in this sense, trajectories. They depart from certain origin or identity
categories and positions and are produced within the interlocking of different lives and in-
stitutions, in the interstices of the agentic capabilities, and cultural and historical constraints
and possibilities of the individual lives. Inequalities are inherently individual trajectories,
but they are also class trajectories, family trajectories, gender trajectories, ethnic trajectories,
cohort or generation trajectories. The process of production and reproduction of inequalities
occurs at different yet intertwined life course levels and principles. At the individual level,
where the “agency” of the individuals performs an important role in the awareness, position-
ing and “strategic adaptation” at the face of acknowledged inequalities. At various meso and
interactional levels, namely the one of family and other significant networks, exemplar at dis-
playing the importance of the interdependency of lives (captured by the life course principle
of “linked lives”). And at macro-levels, where the “cultural and historical location” is at all
times present not only to contextualize but to explain and provide meaning to the objective
and subjective conditions of living and the inequalities, disparities and injustices that operate
in its making, may they concern to global phenomena appropriated differently in each state
or territory (take the pandemic for example) or to certain socially and culturally produced
categories that imprint individuals with life time sentences to exclusion, discrimination and
a burden of inequalities to begin with. The understanding of inequalities has, thus, much to
gain from using this multi-level and dynamic approach to the course of inequalities across
time. This involves the need to abandon the monopoly of sophisticated yet aggregated (and
static at the individual level) inequalities indicators, measures and scales, and tackling in-
equalities as compositions of different social vulnerabilities, layers and categories moving
through cultural and historical time.
DOI: 10.4324/9780429470059-1
Magda Nico and Gary Pollock
In a reverse but corresponding approach, the life course is the window for doing inequalities.
This means that a fxation with current cohorts, current data, current phenomena, on the
one hand, and with fxed – non-rarely incomparable – social categories of understanding
social reality, on the other, prevents the analysis of the very making of inequalities, rather
than its outcome, consequences or aggregated oscillations. Inequalities end up not being
captured longitudinally and become a hostage of the aggregated and time self-contained in-
dicators this feld created. Inequalities need to be tackled longitudinally, and at the individual
level, because that is how they are produced and that is how they can be understood, and,
in some cases, that is how they get publicly recognized, legitimized, repaired and dealt with
politically – both ideologically and in practice through policy.
This is the argument made individually and collectively by the contributions to this sec-
tion, but it is also one that is transversal to the whole book and that lies behind the need to
bridge, theoretically, empirically and methodologically, life course and inequality research.
The understanding of inequalities will gain insight that only the analysis through time can
give to a process of making and remaking, and life course research will begin to set itself free
from an exclusive relation with a generational approach that may exclude a classist or strati-
fed approach to the study of life. Class and generation must be partners and not competitors
in the study of inequalities, as they are in social mobility, poverty and other areas that have al-
ways been at the crossroads of inequalities and the life course. These bridges are not new. Life
course research and inequality studies are not strangers to one another – health inequalities,
educational, gender or ethnic studies, social mobility testify the interdisciplinary approach
in this regard – but they have been estranged for too long. This book, fnished during a pan-
demic that put inequalities over the life course and the importance of the interdependency of
lives into the spotlight, intends to explicitly, convincingly and publicly reconcile these two
perspectives. In this section, four chapters contribute to this endeavour.
In the frst chapter, Dannefer, Han and Yu revisited and reviewed two often regarded
as contrasting approaches towards the increase in economic inequality over the last decade:
the sociological cumulative dis/advantage (CDA) approach, and the use of the psychosocial
accentuation – a psychological notion – to argue for the importance of talent and efort in
the production of those inequalities over time. In this chapter, the authors thus implicitly ac-
claim the internal interdisciplinary debate of life course research. Departing from a complex
cohort-based comparison (that takes into account intra-cohort heterogeneity), the authors
openly analyse what each, both, these approaches have to bring to the table of the under-
standing of inequalities. In a discussion echoing old and always new discussions on “agency
and structure”, “biography and society”, tackled here by the use of a multilevel approach,
the authors also conclude that the cumulation of inequalities “is in some cases overridden by
deliberate social interventions designed to produce such an efect, and can be ameliorated by
policies designed to do so”. If this is an optimist conclusion, only the future of policy-making
and political-ideological drive can tell.
Pollock, Ozan and Goswami then highlight the inherently philanthropic character of the
study of inequalities and its potential relation to policy. The authors argue that the “analysis
of inequalities in itself is of greatest value when it is able to contribute to societal improve-
ment”, but that is a closer, more sustainable, longitudinal engagement between social policy –
and the process of making of such policy and scientifc evidence is required. The authors
argue this engagement is not undirected, with both policy and political needs feeding the sci-
entifc agenda. This relationship should be durable and committed – longitudinal. It should
work in tides, with policy being designed according to evidenced inequalities and, in this
chapter’s case, the impact on the well-being of growing children, followed by the potential of
2
Inequalities as process
data analysis to provide an assessment of the impacts of such policy. The long-term, lagged,
repetitive, continuous or sustainable impacts must be understood. This can only be per-
formed with longitudinal research.
Ruspini’s chapter departs from the study of inequality, as a complex, interdisciplinary,
everlasting and moving concept and research field that is far from being truly tackled. This is
so due to the rise of inequality both between and within countries, the failure of political and
policy response to such humanitarian and social quests from individuals and families, and the
persistence of gender inequalities and growing inequalities between generations. Looking at
inequality as a multidimensional, relative and dynamic issue, Ruspini provides in her chapter
a critical and complete overview on the analysed inequalities in respect to its dynamic nature,
its implicit generational approach and its processual dimension. In the last section, Ruspini
advocates the idea of a consequential analysis of inequalities, with Ruspini arguing that
anyone hoping to design appropriate and effective policies to promote equity should
have a clear understanding of past and present inequality dynamics and on how old and
new, local and global, micro and macro determinants of inequality connect and interact.
But that is not the only reason why the study of inequalities should be longitudinal, with a
micro-dynamics focus of doing inequalities (our expression). So does the very process of indi-
vidually enduring, reacting against, and responding to, inequalities.
Vandecasteele, Spini, Sommet and Bühlmann use poverty, a proxy of inequalities, to
tackle and highlight the potential of a life course approach in the improvement of the needed
understanding of the dynamic patterns. Complementing the perspectives on macro-level
results and policies, the authors implicitly highlight the importance of “linked lives”, an
important life course principle. These links are not solely between individuals but are also
between spheres of life, with what authors elaborate with the “spill-over effects” of poverty,
where other life domains are deeply affected by the economic deprivation and insecurity,
and its durable nature; and with the multidimensional, potentially interdisciplinary, nature
of such phenomena, tackling how “objective poverty definitions and subjective perceptions
of scarcity influence people’s vulnerability”.
Together, the chapters in this section advocate that the bridge between life course research
and inequalities has the potential to be one extremely efficacious way to provide sustainable
and truly consequential understandings of the production and cumulation of inequalities and
of where, in that process, policy interventions are badly needed – in real time.
3
1
Inequality across time
Social change, biography, and the life course
Introduction
Over recent decades, social inequality and its consequences have become difficult for both
social science and the general public to ignore as substantial increases in overall economic
inequality have been observed in numerous advanced industrial societies.
A prime example is the USA, where incomes of the top 1% have more than tripled over
the past half century, while those of the bottom 50% have remained stagnant. One result of
these diverging trendlines is that the total share of national income garnered by the bottom
half of the US population declined sharply – from just over 20% to about 12% – while that
of the top 1% grew from 12% to 20% (Piketty, Saez, & Zucman, 2016) – meaning that these
two groups essentially traded places in the proportion of national income received. Other na-
tions reporting increases in inequality include Canada (Beach, 2016), Japan (Lise et al., 2014),
Korea (Hwang, 2016), and European societies including Sweden (Mosquera et al., 2016).
While in some cases these increases may reflect compositional effects and other complex in-
teractions, the overriding reality of increasing inequality and concentrated wealth accumula-
tion have become widely recognized realities and concerns across much of the industrialized
world. Contrary to hopes for democratization from the information and communication
access provided by the internet, many thoughtful scholars expect the digital revolution to
exacerbate such trends and related problems (Eubanks, 2018; Foer, 2017).
Inequality in resources translates into inequality in other domains, such as health and
family stability (Payne, 2017; Therborn, 2012). Evidence has continued to accumulate in
support of Link and Phelan’s identification of socio-economic status as the ‘fundamental
cause’ of health inequalities (Phelan, Link, & Tehranifar, 2010, p. 29). This linkage has
many dimensions, including health-related knowledge of everyday life circumstances and
practices. Such practices include alcohol and tobacco use, lack of exercise and unhealthy
diets (Loef & Walach, 2012). For example, Nash and colleagues (2017) report that smokers
present three times higher mortality than those who never smoke. In the USA, a Centers for
Disease Control (CDC) survey indicated that persons with lower education and those who
live below the federal poverty line are more likely to smoke cigarettes. The prevalence of
current smoking for persons over 25 is 28.5% among high school dropouts, but only 5.6%
DOI: 10.4324/9780429470059-2 4
Inequality across time
among those with a graduate degree (CDC, 2012). Moreover, quitting smoking successfully
is also related to SES (Hiscock, Judge, & Bauld, 2011). Thus, smoking is not only an individ-
ual health practice; it also refects social class and cultural realities. Subjective well-being and
social relations are added consequential factors that are linked to SES (Umberson & Montez,
2010; Veenstra, 2000).
These general societal trends intersect the analysis of age and the life course in at least
two major dimensions. The frst of these concerns long-term historical changes in the status of
specifc age groups, illustrated by an analysis of trends in old-age poverty and inequality and
also by recent attention to trends in childhood adversity (Hughes et al., 2017; O’Rand &
Hamil-Luker, 2005). The second way in which inequality intersects the life course focuses
on the cohort as the unit of analysis. Here, the age-inequality relation is dynamic yet quite
predictable and entails systemic tendencies toward inequality generation that operate in everyday
life, constituting a regular feature of cohort aging.
5
Dale Dannefer et al.
Figure 1.1 Theil’s measure of inequality for family income by age of head in seven birth co-
horts (observation periods 1947, 1957, 1967, 1977)
Source: Dannefer and Sell 1988 (adapted from Treas, n.d.).
If inequality reliably tends to increase from the early developmental years onward and across
the life course, it is a phenomenon with multiple implications for understanding aging and
the life course. Perhaps the frst of these is simply to acknowledge that this cohort-based phe-
nomenon points to the principle that a tendency toward inequality generation is a regular feature of
development and aging. If it is the case that increasing inequality is a regular feature of aging, then
a second implication is the inadequacy of a preoccupation with ‘normative’ or ‘normal’ aging as a way
of characterizing aging. Any such efort at age-based generalization must be acknowledged to
be clearly misleading or incomplete, since one element of normal aging is a predictable decrease
in homogeneity or normativity itself. A third implication of the reality of increasing inequality
with age concerns the unavoidable questions of causal explanation that it raises: why should this be?
What forces underlie this apparently robust pattern of cohort aging?
6
Inequality across time
7
Dale Dannefer et al.
At the micro-level, the beginnings of CDA are evident with stratification in the de-
velopment of vocabulary knowledge and language skills. Although language ability is im-
portant for cognitive development, opportunities for language learning are not evenly
distributed among all children. For example, in their longitudinal study of 42 families,
psychologists, Hart and Risley (2003), found dramatic and growing gaps in vocabulary
learning and word knowledge in the first four years of life between children from pro-
fessional families and those from poor families which are reflected in comparable gaps in
academic and test performance and language skills between children from different back-
grounds (Hart & Risley, 1995, p.11).
Throughout the life course, the effects of labeling and similar interactional processes
generate expectation states, which in turn help regulate opportunities for education, work,
health-care access and even peer networks (Angermeyer & Matschinger, 2003; Dar & Resh,
2018). Such effects, which are part of the appraisals and other aspects of self-concept, thereby
affecting one’s sense of possibilities for action immediacy of everyday experience, can be
internalized and serve to inform one’s self (or agency) (Bengtson, 1973; Dannefer & Siders,
2013; Kanter, 1993).
Taken together, such macro-, meso- and micro-level processes offer an account of CDA
that is both plausible and rich with potential implications for policy and practice in fields such
as education, health care and elder care.
8
Inequality across time
The competing explanatory claims of these two approaches can be difcult to adjudicate,
because in the empirical world they are continuously and intricately interactive. A good
example is the setting of elementary school, where impressions and expectations formed by
teachers become the basis for stratifying students with the classroom, with consequences for
the opportunities they have to acquire knowledge and skills. Students, in turn, are often
aware of how they are appraised. For better or worse, the internalization of such appraisals
informs one’s sense of her own potentials, and afects subsequent performance. The dynamic
efects of interaction in daily life on both individual development and future opportunities
have been similarly documented in many other settings including school tracking systems
(Ballarino & Panichella, 2016; Parker, Jerrim, Schoon, & Marsh, 2016; Rosenbaum, 1978),
workplace interactions (e.g., Kanter, 1993), organizational age norms and promotion regimes
(Hermanowicz, 2011; Lawrence, 1988), and medical and nursing home settings (Abramson,
2015; Gubrium, 1975; Shura, Siders, & Dannefer, 2011). Across these settings, social struc-
ture allocates individuals into age-graded roles and determines their diferential access to
resources. Thus, in such settings, social processes amplify the initial inequalities and produce
divergent health outcomes and income inequality in later life. But to what extent do such
interactions themselves actually determine individual outcomes, and to what extent are they
merely the consequence of the actions of individuals who are treated in accordance with their
pre-existing and stable levels of cognitive, social and other skills?
9
Dale Dannefer et al.
Canada (Huguet, Kaplan, & Feeny, 2008) and Denmark (Hofmann, 2008). This diference
is related to national diferences in social policies that afect adults in midlife and old age.
For instance, Canada provides social programs over the life course, such as childcare, edu-
cation saving programs, and employment insurance (Government of Canada, 2005), social
safety net, in the form of pension system, social security and the Old Age Security pro-
gram (Huguet, Kaplan, & Feeny, 2008). Such programs ameliorated but did not eliminate
the socio-economic gradient in health. Huisman, Kunst and their colleagues (2003, 2004)
focused on declining inequality in morbidity and mortality in 11 European countries and
regions. They found that across countries inequalities tend to decline in old age, but they do
not disappear. Similarly, Herd’s (2006) analysis of the Health and Retirement Study in the
USA found that the gap of functional health disparities between college graduates and those
with no high school degrees widened until age 63, but then starts to diminish.
By contrast, a recent longitudinal study in Sweden (Mosquera et al., 2016) found that the
inequality in cardiovascular disease (CVD) increased from middle age to old age in a Sweden
cohort. They found that income was an important factor to health inequalities.
A second comparative axis investigates changes in trajectories of inequality within a given
society, across cohorts. A recent example of this is an analysis of inter-cohort changes in
intra-cohort inequality conducted by Crystal, Shea and Reyes (2017). Comparing income
inequality in the USA between 1983–1984 and 2010, they found that over this time period,
income inequality increased both for the general population and for those 65+. Cohorts who
reached ages 65+ by 2010 (born generally during the Great Depression and World War II)
and those reaching ages 55–64 in 2010 (leading-edge baby boomers) experienced the steep-
est increases in income inequality. Cohorts who were younger than 55 years in 2010 also
encounter increasing income inequality, but for them, the increases in inequality appear less
sharp, because they start from considerably higher levels of inequality in midlife, compared
with those who reached 55 in the 1980s.
Conclusion
For life course scholars, the general increase in economic inequality evident over the last sev-
eral decades has prompted renewed attention to the long-observed pattern of within-cohort
increases in inequality over the life course. We reviewed two contrasting paradigmatic ap-
proaches to accounting for this robust intra-cohort pattern: a sociological approach based on
the concept of cumulative dis/advantage that locates the genesis of intra-cohort inequality
within social processes operating at multiple levels of social organization, and a psychological
approach deriving from the concept of psychosocial accentuation to account for life course
patterns of divergence and increasing inequality. One way of assessing the explanatory value
of these two approaches is to examine whether trajectories of inequality vary as condi-
tions change, or whether they remain stable across fuctuations in historical or sociocultural
conditions.
Evidence aforded by comparative analysis – whether across societies or across historical
time within a society – suggests that increasing inequality is not an inevitable result of the
distribution of talent or other features in a population, and that it cannot be reduced to the
individual level. Rather, intra-cohort trajectories of inequality appear to vary with social
circumstances and conditions. Thus, we suggest that while the inequality-generating mech-
anisms that are inherent in social life continue to operate, the tendency for inequality to
cumulate is in some cases overridden by deliberate social interventions designed to produce
such an efect, and can be ameliorated by policies designed to do so. Prus’ (2000) fndings
10
Inequality across time
regarding Canada well illustrate this point, as do the long-term reductions in old-age poverty
achieved in the USA and other societies over the 20th century, as a result of the institution-
alization of pension plans.
Thus, the observed cross-societal and historical variations in patterns of inequality pro-
duction make clear that social knowledge, practices, policies and other social circumstances
all are likely to play a role in the regulation of inequality-generating mechanisms, pointing
clearly to a signifcant role for policy in addressing problems generated by processes of cumu-
lative dis/advantage (Dannefer, Han, & Kelley, 2018–2019). While psychosocial accentuation
may play a role in the actions taken by individuals and how those actions are received and
evaluated, it cannot account for the predictable patterning of socially organized variation in
trajectories of intra-cohort inequality.
It appears clear that such observed patterns of increasing inequality in both resources and
health should not be regarded as fxed and inevitable. Evidence from multiple societies makes
clear that the implementation of efective programs designed to ameliorate the most humanly
destructive efects of tendencies toward increasing inequality can have an impact on patterns
of inequality and its tendency for it to increase with age.
Bibliography
Abramson, C. M. (2015). The End Game: How Inequality Shapes Our Final Years. Cambridge, MA:
Harvard University Press.
Angermeyer, M. C. & Matschinger, H. (2003). The Stigma of Mental Illness: Efects of Labelling
on Public Attitudes towards People with Mental Disorder. Acta Psychiatrica Scandinavica. 108(4),
304–309.
Ballarino, G. & Panichella, N. (2016). Social Stratifcation, Secondary School Tracking and University
Enrolment in Italy. Contemporary Social Science. 11(2–3), 169–182.
Baltes, P. B. (1979). Life-Span Developmental Psychology: Some Converging Observations on History
and Theory. In P. B. Baltes & O. G. Brim Jr, eds., Life-Span Development and Behavior. Vol. 2 (pp.
255–279). New York: Academic Press.
Barker, D. J. (1998). In Utero Programming of Chronic Disease. Clinical Science. 95(2), 115–128.
Beach, C. M. (2016). Changing Income Inequality: A Distributional Paradigm for Canada. Canadian
Journal of Economics/Revue Canadienne d’économique. 49(4), 1229–1292.
Bengtson, V. L. (1973). The Social Psycholgoy of Aging. Indianapolis, IN: Bobbs-Merrill.
Centers for Disease Control and Prevention (CDC) (2012). Current Cigarette Smoking among Adults-
United States, 2011. Morbidity and Mortality Weekly Report (MMWR). 61, 889–894.
Clausen, J. (1993). American Lives Looking Back at the Children of the Great Depression. First Edition. New
York: Free Press.
Coles, J. L., Li, Z. F., & Wang, A. Y. (2018). Industry Tournament Incentives. The Review of Financial
Studies. 31(4), 1418–1459.
Crystal, S. & Shea, D. (1990). Cumulative Advantage, Cumulative Disadvantage, and Inequality
among Elderly People. The Gerontologist. 30(4), 437–443.
Crystal, S., Shea, D., & Reyes, A. M. (2017). Cumulative Advantage, Cumulative Disadvantage, and
Evolving Patterns of Late-Life Inequality. The Gerontologist. 57(5), 910–920.
Crystal, S. & Waehrer, K. (1996). Later-Life Economic Inequality in Longitudinal Perspective. The
Journals of Gerontology: Series B. 51B (6), S307–S318.
Cummins, S. & Macintyre, S. (2006). Food Environments and Obesity—Neighbourhood or Nation?
International Journal of Epidemiology. 35(1), 100–104.
Dannefer, D. (1987). Aging as Intra-cohort Diferentiation: Accentuation, the Matthew Efect, and the
Life Course. Sociological Forum. 2, 211–236.
Dannefer, D. (1988). Diferential Gerontology and the Stratifed Life Course: Conceptual and Meth-
odological Issues. In G. L. Maddox & M. P. Lawton, eds., Varieties of Aging (pp. 3–36). Berlin,
Heidelberg: Springer.
Dannefer, D. (2003). Cumulative Advantage/Disadvantage and the Life Course: Cross-Fertilizing Age
and Social Science Theory. Journals of Gerontology Social Sciences. 58(6), S327–S337.
11
Dale Dannefer et al.
Dannefer, D. (2008). The Waters We Swim: Everyday Social Processes, Macro-Structural Realities,
and Human Aging. In K. W. Schaie & R. P. Abeles, eds., Social Structure and Aging: Continuing Chal-
lenges (pp. 3–22). New York: Springer.
Dannefer, D. (2020). Systemic and Refexive: Foundations of Cumulative Dis/Advantage and Life
course Processes. The Journals of Gerontology: Series B, 75(6), 1249–1263.
Dannefer, D. (2022). Age and the Reach of Sociological Imagination: Power, Ideology and the Life Course. New
York: Routledge.
Dannefer, D, Chengming, H., & Kelley, J. (2018–2019). Beyond the ‘Haves’ and ‘Have Nots’. Gener-
ations. 42(4), 42–49.
Dannefer, D. & Sell, R., R. (1988). Age Structure, the Life Course and ‘Aged Heterogeneity’: Pros-
pects for Research and Theory. Comprehensive Gerontology. Section B, Behavioural, Social, and Applied
Sciences. 2(1), 1–10.
Dannefer, D. & Siders, R. A. (2013). Social Structure, Social Change and the Cycle of Induced Soli-
darity. In M. Silverstein & R. Giarusso, eds., Kinship and Cohort in an Aging Society: From Generation
to Generation (pp. 284–292). Baltimore, MD: The Johns Hopkins University Press.
Dar, Y. & Resh, N. (2018). Classroom Composition and Pupil Achievement (1986): A Study of the Efect of
Ability-Based Classes. London: Routledge.
Datta, S. & Bhardwaj, G. (2015). Study of Impact of Gender Typing of Occupation on the Experienced
Sex Role Confict. Indian Journal of Community Psychology. 11(2), 259–276.
DiPrete, T. A. & Eirich, G. M. (2006). Cumulative Advantage as a Mechanism for Inequality: A Re-
view of Theoretical and Empirical Developments. Annual Review of Sociology. 32(1), 271–297.
Elder Jr., G. H. (1969). Occupational Mobility, Life Patterns, and Personality. Journal of Health and Social
Behavior. 10(4), 308–323.
Eubanks, V. (2018). Automoating Inequality: How High-Tech Tolls Profle, Police and Punish the Poor. New
York: St. Martins.
Falletta, L. & Dannefer, D. (2014). The Life Course and the Social Organization of Age. In Jane
Macleod, Edward J. Lawler & Michael Schwalbe, eds., Handbook of the Social Psychology of Inequality
(pp. 607–625). New York: Springer.
Foer, F. (2017). World without Mind: The Existential Threat of Big Tech. New York: Penguin Books.
Gluckman, P. & Hanson, M. (2006). Mismatch: Why Our World No Longer Fits Our Bodies. Oxford, New
York: Oxford University Press.
Government of Canada, (2005). Income Security Program. http://www.sdc.gc.ca/en/gateways/nav/
top_nav/program/isp.shtml. Accessed 06.06.06.
Gubrium, J. F. (1975). Living and Dying at Murray Manor. New York: St. Martins.
Hart, B. & Risley, T. R. (1995). Meaning ful Diferences in the Everyday Experience of Young American Chil-
dren. Baltimore, MD: Paul H Brookes Publishing,
Hart, B. & Risley, T. R. (2003). The Early Catastrophe—the 30 Million Word Gap by Age 3. American
Educator. 27(1), 4–9.
Herd, P. (2006). Do Functional Health Inequalities Decrease in Old Age? Educational Status and
Functional Decline Among the 1931–1941 Birth Cohort. Research on Aging. 28(3), 375–392.
Hermanowicz, J. C. (2011). The American Academic Profession: Transformation in Contemporary Higher Ed-
ucation. Baltimore, MD: Johns Hopkins Press.
Hiscock, R., Judge, K., & Bauld, L. (2011). Social Inequalities in Quitting Smoking: What Factors
Mediate the Relationship between Socioeconomic Position and Smoking Cessation? Journal of Pub-
lic Health. 33(1), 39–47.
Hofmann, R. (2008). Socioeconomic Diferences in Old Age Mortality. Springer: The Netherlands.
Hughes, K., Bellis, M. A., Hardcastle, K. A., Sethi, D., Butchart, A., Mikton, C., Jones, L., & Dunne,
M. P. (2017). The Efect of Multiple Adverse Childhood Experiences on Health: A Systematic Re-
view and Meta-Analysis. The Lancet Public Health. 2(8), 356–366.
Huguet, N., Kaplan, M. S., & Feeny, D. (2008). Socioeconomic Status and Health-Related Quality of
Life among Elderly People: Results from the Joint Canada/United States Survey of Health. Social
Science & Medicine. 66(4), 803–810.
Huisman, M., Kunst, A. E., Andersen, O., Bopp, M., Borgan, J. K., Borrell, C., Costa, G., Deboosere,
P., Desplanques, G., Donkin, A., Gadeyne, S., Minder, C., Regidor, E, Spadea, T., Valkonen, T.,
Mackenbach, J. P. (2004). Socioeconomic Inequalities in Mortality among Elderly People in 11
European Populations. Journal of Epidemiology & Community Health. 58(6), 468–475. https://doi.
org/10.1136/jech.2003.010496.
12
Inequality across time
Huisman, M., Kunst, A. E., & Mackenbach, J. P. (2003). Socioeconomic Inequalities in Morbidity
among the Elderly; a European Overview. Social Science & Medicine. 57(5), 861–873.
Hwang, S-J. (2016). Public Pensions as the Great Equalizer? Decomposition of Old-Age Income In-
equality in South Korea, 1998–2010. Journal of Aging & Social Policy. 28(2), 81–97.
Hystad, P. & Carpiano, R. M. (2012). Sense of Community-Belonging and Health-Behaviour Change
in Canada. Journal of Epidemiology and Community Health. 66(3), 277–283.
Kaczynski, A. T. & Henderson, K. A. (2008). Parks and Recreation Settings and Active Living: A
Review of Associations With Physical Activity Function and Intensity. Journal of Physical Activity
and Health. 5(4), 619–632.
Kanter, R. M. (1993). Men and Women of the Corporation. Second Edition. New York: Basic Books.
Keating, D. P. & Hertzman, C., eds. (1999). Developmental Health and the Wealth of Nations: Social, Bio-
logical, and Educational Dynamics. New York: Guilford Press.
Kelley, J., Dannefer, D., & Al Masarweh, L. (2018). Addressing Erasure, Microfcation and So-
cial Change: Age-Friendly Initiatives and Environmental Gerontology in the 21st Century. In
T. Bufel, H. Sophie & C. Phillipson, eds., Age-Friendly Cities and Communities – a Global Perspective
(pp. 51–69). Bristol: Policy Press.
Kelley-Moore, J. A., Cagney, K. A., Skarupski, K. A., Everson-Rose, S. A., & Mendes de Leon, C. F.
(2016). Do Local Social Hierarchies Matter for Mental Health? A Study of Neighborhood Social Status
and Depressive Symptoms in Older Adults. The Journals of Gerontology: Series B. 71(2), 369–377.
Kelly, H. (2007). Racial Tokenism in the School Workplace: An Exploratory Study of Black Teachers
in Overwhelmingly White Schools. International Journal of Current Engineering and Technology. 5(1),
230–254.
Kirby, J. B. & Kaneda, T. (2005). Neighborhood Socioeconomic Disadvantage and Access to Health
Care. Journal of Health and Social Behavior. 46(1), 15–31.
Lawrence, B. S. (1988). New Wrinkles in the Theory of Age: Demography, Norms, and Performance
Ratings. The Academy of Management Journal. 31(2), 309–337.
Lise, J., Sudo, N., Suzuki, M., Yamada, K., & Yamada, T. (2014). Wage, Income and Consumption
Inequality in Japan, 1981–2008: From Boom to Lost Decades. Review of Economic Dynamics. 17(4),
582–612.
Loef, M. & Walach, H. (2012). The combined efects of healthy lifestyle behaviors on all cause mortal-
ity: A systematic review and meta-analysis. Preventive Medicine. 55, 163–170.
Lucas, S. R. & Good, A. D. (2001). Race, Class, and Tournament Track Mobility. Sociology of Education.
74(2), 139–156.
Maddox, G. L. & Douglass, E. B. (1974). Aging and Individual Diferences: A Longitudinal Analysis of
Social, Psychological, and Physiological Indicators. Journal of Gerontology. 29(5), 555–563.
Morenof, J. D., Sampson, R. J., & Raudenbush, S. W. (2001). Neighborhood Inequality, Collective
Efcacy, and the Spatial Dynamics of Urban Violence. Criminology. 39(3), 517–558.
Mosquera, P. A., San Sebastian, M., Waenerlund, A. K., Ivarsson, A., Weinehall, L., & Gustafsson,
P. E. (2016). Income-Related Inequalities in Cardiovascular Disease from Mid-Life to Old Age in
a Northern Swedish Cohort: a Decomposition Analysis. Social Science & Medicine. 149, 135–144.
https://doi.org/10.1016/j.socscimed.2015.12.017.
Nash, S. H., Liao, L. M., Harris, T. B., & Freedman, N. D. (2017). Cigarette Smoking and Mortality
in Adults Aged 70 Years and Older: Results from the NIH-AARP Cohort. American Journal of Pre-
ventive Medicine. 52(3), 276–283. DOI: 10.1016/j.amepre.2016.09.036.
Nelson, E. A. & Dannefer, D. (1992). Aged Heterogeneity: Fact of Fiction? The Fate of Diversity in
Gerontological Research. The Gerontologist. 32, 17–23.
Neugarten, B. L. (1982). Age or Need: Public Policies for Older People. Beverly Hills, CA: SAGE Publi-
cations, Inc.
O’Rand, A. M. (1996). The Precious and the Precocious: Understanding Cumulative Disadvantage
and Cumulative Advantage over the Life Course. The Gerontologist. 36(2), 230–238.
O’Rand, A. M. & Hamil-Luker, J. (2005). Processes of Cumulative Adversity: Childhood Disadvan-
tage and Increased Risk of Heart Attack across the Life Course. The Journals of Gerontology: Series B.
60 (Special_Issue_2), 117–124.
Oliver, M. & Shapiro, T. (2006). Black Wealth/White Wealth: A New Perspective on Racial Inequality.
Abingdon-on-Thames: Routledge.
Parker, P. D., Jerrim, J., Schoon, I., & Marsh, H. W. (2016). A Multination Study of Socioeconomic
Inequality in Expectations for Progression to Higher Education: The Role of Between-School
Tracking and Ability Stratifcation. American Educational Research Journal. 53(1), 6–32.
13
Dale Dannefer et al.
Payne, K. (2017). The Broken Ladder: How Inequality Afects the Way We Think, Live, and Die. New York:
Penguin.
Phelan, J. C., Link, B. L., & Tehranifar, P. (2010). Social Conditions as Fundamental Causes of Health
Inequalities: Theory, Evidence, and Policy Implications. Journal of Health and Social Behavior. 51
Suppl, S28–S40.
Piketty, T., Saez, E., & Zucman, G. (2016). Economic Growth in the United States: A Tale of Two Countries.
Washington, DC: Washington Center for Equitable Growth.
Powell, L. M., Slater, S., Chaloupka, F. J., & Harper, D. (2006). Availability of Physical Activity–
Related Facilities and Neighborhood Demographic and Socioeconomic Characteristics: A National
Study. American Journal of Public Health. 96(9), 1676–1680.
Prus, S. G. (2000). Income Inequality as a Canadian Cohort Ages: An Analysis of the Later Life
Course. Research on Aging. 22(3), 11–37.
Rigney, D. (2010). The Matthew Efect: How Advantage Begets Further Advantage. New York: Columbia.
Riley, M. W. (1980). Social Stratifcation and Aging. Paper Presented at the Wilson Day Proceeding. Roches-
ter, NY: University of Rochester.
Rosenbaum, J. E. (1978). The Structure of Opportunity in School. Social Forces. 57(1), 236–256.
Rosenbaum, J. E. (1989). Organizational Career Systems and Employee Misperceptions. In M. Arthur,
D. T. Hall & B. Lawrence, eds., Handbook of Career Theory (pp. 329–353). New York: Cambridge
University Press.
Rowe, J. W. & Kahn, R. L. (1987). Human Aging: Usual and Successful. Science. 237(4811), 143–149.
Rowe, J. W. & Kahn, R. L. (1997). Successful Aging. The Gerontologist. 37(4), 433–440.
Sampson, R. J., Morenof, J. D., & Gannon-Rowley, T. (2002). Assessing ‘Neighborhood Efects’: So-
cial Processes and New Directions in Research. Annual Review of Sociology. 28(1), 443–478.
Seiyama, K. (2009). Why is the Income Inequality among Japanese Elderly so Largely? In J. R. Navarro &
E. R. Vázquez, eds. Envejecimiento de la población en España y Japón (pp. 30–61). Salamanca: Edi-
ciones Universidad.
Shapiro, T. (2017). Toxic inequality: How America’s Wealth Gap Destroys Mobility, Deepens the Racial Di-
vide, and Threatens Our Future. New York: Basic Books.
Shura, R., Siders, R. A., & Dannefer, D. (2011). Culture Change in Long-term Care: Participatory
Action Research and the Role of the Resident. The Gerontologist. 51(2), 212–225.
Stone, M. E., Lin, J., Dannefer, D., & Kelley-Moore, J. A. (2017). The Continued Eclipse of Heteroge-
neity in Gerontological Research. The Journals of Gerontology: Series B. 72(1), 162–167.
Therborn, G. (2012). The Killing Fields of Inequality. International Journal of Health Services. 42(4),
579–589.
Thomése, F., Bufel, T., & Phillipson, C. (2018). Neighbourhood Change, Social Inequalities and
Age-Friendly Communities. In T. Bufel, H. Sophie & C. Phillipson, eds., Age-Friendly Cities and
Communities—a Global Perspective (pp. 33–45). Bristol: Policy Press.
Treas, J. (1985). Unpublished analysis of CPS data.
Umberson, D. & Montez, J. K. (2010). Social Relationships and Health: A Flashpoint for Health Policy.
Journal of Health and Social Behavior 51(1_Suppl), 54–66.
Veenstra, G. (2000). Social Capital, SES and Health: An Individual-Level Analysis. Social Science &
Medicine. 50(5), 619–629.
Zimmer, L. (1988). Tokenism and Women in the Workplace: The Limits of Gender-Neutral Theory.
Social Problems. 35(1), 64–77.
14
2
Poverty and economic
insecurity in the life course
Leen Vandecasteele, Dario Spini,
Nicolas Sommet, and Felix Bühlmann
DOI: 10.4324/9780429470059-3 15
Leen Vandecasteele et al.
poverty in relation to social inequality and the life course, the European Union’s statistical
ofce Eurostat also measures poverty in a multidimensional and longitudinal fashion. The at-
risk-of-poverty or social exclusion indicator takes into account several dimensions: income
poverty, material deprivation and low work intensity. The persistent at-risk-of poverty rate
examines poverty duration by showing the proportion of people who were below the pov-
erty threshold and had also been below the threshold for at least two of the three preceding
years (Eurostat, 2018).
The duration of poverty is an important element when we are interested in assessing how
severely the population is afected by economic risk. First, duration and recurrence of pov-
erty can tell us something about the impact poverty is likely to have on a person’s life. If the
period of economic hardship is a one-time event and relatively short in duration, then this
period can often be bridged by relying on the family’s resources such as savings, debt or fam-
ily support – or by delaying purchases. However, people’s resources tend to become depleted
after a while and the longer or more frequently a family needs to live from an income under
the poverty line, the more severe is its impact on their living standard. Furthermore, poverty
durations and mobility patterns also shed a clearer light on the distribution of economic risk
in society. It could be argued that following Rawls’ principle of distributional justice, short
poverty durations for a larger share of the population are to be preferred over longer poverty
durations for a smaller share of the population (Rawls, 1971). If mobility into and out of
poverty is high and poverty spells are nonrecurrent, then the experience of poverty is wide-
spread in society. This implies that a relatively large share of the population has experienced
a – short – poverty episode at some point in their lives. Yet, poverty mobility may be high but
if people typically experience repeated poverty episodes then poverty is more concentrated
in a small vulnerable group. The same is true if poverty mobility is limited and poverty spells
are on average longer. The latter scenario is often seen as the most problematic from the point
of view of policy makers, as the level of vulnerability, disadvantage and inequality is larger,
but also because long-term poverty and recurring poverty have more detrimental outcomes
than short-term poverty, for instance in terms of child development and educational achieve-
ment. However, a high cross-sectional poverty rate is often seen as less problematic if poverty
durations are short.
The proportion of the community who at one period or other of their lives sufer from
poverty to the point of physical privation is therefore much greater, and the injurious
efects of such a condition are much more widespread than would appear from a con-
sideration of the number who can be shown to be below the poverty line at any given
moment.
(Rowntree, 1902, pp. 169–172)
16
Poverty and economic insecurity
Despite these early observations of the relevance of the life course, it is surprising that for
much of the 20th century, many poverty researchers paid little attention to the temporal
aspects of poverty experiences. Poverty was generally seen as a permanent condition and
most researchers believed it to be caused by static factors such as the social background or
neighbourhood of residence (Wilson, 1987) or a “culture of poverty” acquired by growing
up in a poor milieu (Lewis, 1966). At the same time, poverty was often assumed to lead to
downward careers into long-term poverty or the intergenerational transmission of poverty
(Leisering & Walker, 1998). Only with the availability of mature socio-economic household
panel data and the advancement of longitudinal research techniques in the 1980s has a major
upsurge in the attention for poverty mobility over the life course seen daylight.
When examining economic hardship from a life course perspective, several questions are
usually addressed, such as: how much mobility is there into and out of economic hardship?
What are the specifc life phases and life events associated with economic hardship? Which
distinct kinds of poverty trajectories exist? Dewilde (2003) provides an overview of life
course theories and how they link to social exclusion and poverty. For an overview of previ-
ous studies and approaches to study poverty and employment from a life course perspective,
see Vandecasteele and Giesselmann (2018).
In one of the frst panel data studies on poverty, Bane and Ellwood were for the frst time
taking periods or spells of poverty as the unit of analysis (Bane & Ellwood, 1986). They
showed that most of the people who fall poor in the USA have a short poverty spell. How-
ever, it’s also the case that the majority of people found poor at any given time experience a
long poverty spell before they escape poverty. Hence, they argued that cross-sectional sur-
veys tend to overestimate the importance of long-term poverty. Also in Europe, most pov-
erty spells are short, but a substantial share of the people experiencing poverty goes through
repeated spells (Fouarge & Layte, 2003; OECD, 2001).
17
Leen Vandecasteele et al.
The interplay between the experience of life events and a family’s underlying socio-
economic characteristics may lead to cumulative disadvantage. First, the experience of certain
risky life events or risk factors may be more common to already disadvantaged groups (Brady,
Finnigan, & Huebgen, 2017). Furthermore, some life events more strongly affect the associated
poverty risk of people with a disadvantaged socio-demographic profile, such as a low educa-
tion level, a lower social class or being female (Vandecasteele, 2010, 2011). For instance, while
childbirth isn’t a particular poverty trigger for most socio-demographic groups, people from
lower social classes and lower educational levels see their poverty risk increase when a child is
born in the family (Vandecasteele, 2011). Also the poverty penalty associated with divorce is
particularly gendered, with women seeing substantial rises in their poverty risk and persistent
poverty risk, when the sharing of resources of the male partner is reduced (Andress et al., 2006;
Vandecasteele, 2010, 2011).
Cumulative advantage/disadvantage
Cumulative (dis)advantage processes (CAD) have been proposed in life course theory as a
way to take into account a temporal perspective in stratification and inequality research. Pov-
erty is not only related to the status origins, but rather develops over time, which creates both
heterogeneity and divergence in life trajectories. Hence, it is thought that life trajectories
have a structure that can be understood through the idea of accumulation which is defined by
Dannefer (2003) as “the systematic tendency for interindividual divergence in a given char-
acteristic (e.g. money health, or status) with the passage of time” (p. 327). The author insists
on the fact that the source of accumulation resides in the interaction of a complex of forces
(mainly structural) and that it is primarily a property of collectives, (notably cohorts) rather
than individuals. This does not mean that all mechanisms are social. Psychosocial factors
(like stereotype threats, personality traits, self and identity regulations) may also play a mod-
erating role in these processes (Elder, 1969; Schmader, Johns, & Forbes, 2008) and micro-,
meso- and macro-level effects have to be considered (Dannefer, 2018). A very interesting
development of the CAD model is the cumulative inequality theory (CIT) by Ferraro and
Shippee (2009), who maintain that “social systems generate inequality which is manifested
over the life course via demographic and developmental processes, and that personal trajec-
tories are shaped by the accumulation of risks, available resources, perceived trajectories, and
human agency” (p. 1056).
There is no systematic theory yet which explains the main mechanisms influencing ac-
cumulation processes across the life course, in order to make sense of the complexity of the
mechanisms that can influence the divergence in resources within a collective across time.
Different hypotheses exist so far which include critical period (notably childhood) effects (for
epidemiological models, see Ben-Shlomo & Kuh, 2002), path-dependency models, reserve
accumulation (Cullati, Kliegel, & Widmer, 2018) and non-cumulative inequality models
like “the winner takes it all” (see DiPrete & Eirich, 2006). The CAD hypothesis has not
been consistently verified in empirical assessments of increasing divergence across individuals
through time on all types of indicators (see for example Cullati et al., 2018). Some studies
confirm that heterogeneity in poverty increases for instance in adult life (Shuey & Willson,
2014) and older ages (Dannefer, 2018), but the evidence in early adulthood is less systematic.
There is also evidence that the heterogeneity of professional trajectories is higher for women
than for men (Levy & Widmer, 2013) with an increase of risks of vulnerability for mothers,
18
Another random document with
no related content on Scribd:
berakodásnál, a hangját se lehetett hallani többé, hiszen Raschné
már eltávozott a partról. Lars Manuelsen egyik csoporttól a másikhoz
járkált, mindenkinek a fiáról és a S e g e l f o s s i U j s á g cikkéről
beszélt, bizony, igaz annak minden szava, az emberek véssék jól
emlékezetükbe, kicsoda Lassen tiszteletes és kik a szülei.
Megérkezett az ifjú Willatz, meséli Julius, már üdvözöltem is. –
Igen, az ifjú Willatz van itt, mondják az emberek. Hasonlít az apjára,
ő se visel szakállt. De az alakja mintha magasabb lenne. – Akkora
lehet, mint én, mondja rá Julius. – Ó, Lassen kövérebb, mint
akármelyiktek is, mondja Lars Manuelsen, egyik se ér fel vele! Lars
Manuelsen tovább bolyongott egyik csoporttól a másikig és mind az
járt a fejében: hogy Willatz a földbirtokos, ma este megérkezett, de
sok kereskedelmi utazónak volt több pénz a zsebében, mint neki.
Lelkemre mondom, hogy így van. Egy muzsikus, olyan, mint egy
kóbor komédiás. Bezzeg Lassen! Itt járt, ezen a helyen és itt játszott,
mikor még kis gyermek volt. Az emberek Larsnak hívták és ezeket
az utakat rótta a lába, a szeme pedig itt nyugodott ezeken a
szakadékokon és sziklákon. A szülőháza még most is fönnáll, öreg
apja és anyja laknak benne. Milyen szép volt mindezt végiggondolni
– Lassennel kapcsolatban.
A postahajó fölszedte a horgonyt és elindult. Késő éjszakára vált
az idő. A rakodóparton ott áll még vagy tíz láda, valamennyit a boltos
Pernek címezték, de Theodor nem mutatkozott sehol, nyilván azért,
mert csak tíz ládáról volt szó, nem pedig legalább is százról. Julius
találkozott Kornelius boltiszolgával és azt mondta neki: Itt vannak a
fésük, érkezett vagy tíz láda. – Ökör! mondta Kornelius dühösen.
De késő éjszaka Holmengraa úr mégis kijött a szobájából.
Ugylátszik, vágya támadt a szabad levegő után, csakúgy, mint más
embernek és este, mikor mindenki a kikötőben szorongott és
elhagyottak voltak az utak, Holmengraa úr is elősétált valahonnan.
Isten tudja, honnan jött, lassú léptekkel bandukolt hazafelé…
7.